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February 08, 2016 8:33 AM ET

Capital Markets

Company Overview of Angel Oak Capital Advisors, LLC

Company Overview

Angel Oak Capital Advisors, LLC is an employee owned hedge fund sponsor. The firm primarily provides its services to high net worth individuals. It also provides its services to banking or thrift institutions, investment companies, pooled investment vehicles, corporations, charitable foundations, and other investment advisers. The firm manages separate client focused portfolios. It also manages fixed income mutual fund. The firm invests in fixed income markets of United States. It employs a combination of fundamental analysis and quantitative analysis with a focus on top-down stock picking approach to make its investments. The firm obtains external research to complement its in-house researc...

One Buckhead Plaza

3060 Peachtree Road North West

Suite 500

Atlanta, GA 30305

United States

Founded in 2009



Key Executives for Angel Oak Capital Advisors, LLC

Managing Partner, Co-Founder, and Chief Executive Officer
Co-Chief Executive Officer, Chief Investment Officer, Co-Managing Partner, and Portfolio Manager
President and Managing Director
Age: 57
Co-Managing Partner and Head Portfolio Manager
Chief Financial Officer
Compensation as of Fiscal Year 2015.

Angel Oak Capital Advisors, LLC Key Developments

Angel Oak Capital Advisors, LLC, Q4 2015 Earnings Call, Jan 12, 2016

Angel Oak Capital Advisors, LLC, Q4 2015 Earnings Call, Jan 12, 2016

Angel Oak Capital Advisors, LLC Hires Two New Managing Directors

Angel Oak Capital Advisors, LLC announced that it has hired two new managing directors to strengthen its institutional marketing efforts. Tracie K. Gunion and Bradley P. Schluter have joined managing director Adam Beeler to broaden the reach of Angel Oak Capital’s institutional sales and marketing team. These hires represent the firm’s efforts to augment its successful track record of growth by bolstering its outreach to institutional investors. Ms. Gunion comes to Angel Oak Capital with more than a decade of experience working with hedge fund managers and investors in alternative assets. Prior to joining the Angel Oak team, she led U.S., European and Asian business development efforts for Asiya Investments in Hong Kong. Mr. Schluter has more than 30 years of experience in the investment advisory industry. He previously worked for Forward Management as the group manager of their institutional sales team. He also served as director of marketing at Pacific Income Advisors, where he was responsible for overseeing sales and marketing for the entire firm.

Angel Oak Capital Advisors, LLC Appoints Erlend Bo as Managing Director

Angel Oak Capital Advisors, LLC announced that Erlend Bo has joined the firm as Managing Director, where he will focus on strategy, sales and distribution of all products including separately managed accounts, mutual funds and alternatives for the company. Prior to joining the company, he served as the National Sales Manager at Trust Company of the West from 2002-2012.

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