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Angel Oak Capital Advisors

3060 Peachtree Road NW, Suite 500
Atlanta , Alabama 30305
United States
 
Contact :      Omni Team
Phone :       888.685.2915
Fax :             404.953.4988
Email :         angeloak@evestment.com
Web :           http://angeloakcapital.com/

Angel Oak Capital Advisors Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $9,199
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) : $9,199
Year Founded : 2009
Wrap Programs Offered? : No
# of Accounts Managed : 19
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Angel Oak Capital Advisors History

Angel Oak Capital Advisors, LLC (“AOCA”), a Registered Investment Advisor (RIA), was established in October 2009 to be the investment adviser to private funds sponsored by Angel Oak Capital Partners, LLC. Angel Oak Capital Advisors focuses on providing compelling fixed income investment solutions for its clients. Backed by a value-driven approach, Angel Oak Capital seeks to deliver attractive risk-adjusted returns through a combination of stable current income and price appreciation. Our experienced investment team seeks the best opportunities in fixed income with a specialization in mortgage-backed securities and other areas of structured credit. The firm is headquartered in Atlanta, GA and also has an office in New York, NY and Seattle, WA.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
0
$0
 
Limited Partnership :
0
$0.00
 
Foundations :
0
$0.00
ERISA :
0
$0.00
Unions, Taft-Hartley :
0
$0.00
Public :
1
$849.77
Others :
18
$8349.35
Total # of Professional : 24 Analysts : 7
Portfolio Managers : 13 Traders : 0
Client Service : 7 Operation : 6

Angel Oak Capital Advisors Personnel

Ms.  Omni Team

Data Preparer
Tel : 866.922.8733
Email: angeloak@evestment.com

Mr.  Sam Dunlap

Portfolio Manager
Tel :
Email: angeloak@evestment.com
Sam is a Managing Director and Senior Portfolio Manager at Angel Oak Capital. He serves as a Portfolio Manager for the Angel Oak Multi-Strategy Income Fund and is also responsible for managing the separately managed accounts for Angel Oak clients, primarily depository institutions. Sam also focuses on building and managing strategies within the residential mortgage-backed securities market as well as managing the interest rate risk exposure across the Angel Oak Funds and managed accounts. Sam began his capital markets career in 2002 and has investment experience across multiple sectors of the fixed income market. Prior to joining Angel Oak in 2009, he spent six years marketing and structuring interest rate derivatives with SunTrust Robinson Humphrey where he focused on both interest rate hedging products and interest rate linked structured notes. His previous experience included two years at Wachovia in Charlotte, NC supporting the agency mortgage pass-through trading desk. Sam holds a B.A. degree in Economics from the University of Georgia.

Mr.  Kin Lee

Portfolio Manager
Tel :
Email: angeloak@evestment.com
Kin is a Senior Portfolio Manager at Angel Oak Capital and focuses on building and managing strategies within the commercial mortgage-backed securities (CMBS) market. Kin began his career in 1993 and most recently served as Executive Director at Nomura Securities International. Previously, he was Head of CMBS Trading for both Mizuho Securities and RBS Greenwich Capital. Kin also worked in CMBS trading with Credit Suisse and Donaldson, Lufkin, & Jenrette. Kin holds a B.S. degree in Industrial Management and Economics from Carnegie Mellon University.

Mr.  Colin McBurnette

Portfolio Manager
Tel :
Email: angeloak@evestment.com
Colin is a Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Multi-Strategy Income Fund and also focuses on security and portfolio analytics. Prior to joining Angel Oak, Colin worked for Prodigus Capital Management where he served on the investment committee and managed the analytics group. He was responsible for the acquisition and management of their distressed debt portfolio, as well as the development of their proprietary financial technology platform. Previously, Colin worked in the Real Estate Capital Markets group for Wachovia Bank and Wells Fargo where he focused on risk management for their commercial real estate REPO lines. Colin holds a B.B.A. degree in Finance and Real Estate from the University of Georgia.

Mr.  Brad Friedlander

Portfolio Manager
Tel :
Email: angeloak@evestment.com
Brad is a Managing Partner, co-founder and Head Portfolio Manager of Angel Oak Capital’s Multi-Strategy Income Fund and Flexible Income Fund. Since 1999, Brad has been involved in the capital markets and asset management across the fixed income product spectrum. Prior to Angel Oak, Brad spent five years as a portfolio manager with Washington Mutual Bank in Seattle where he managed over $8 billion in residential mortgage-backed securities, asset-backed securities, and U.S. Government and Agency portfolios. His previous experience includes four years on the trading desks at J.P. Morgan in New York. Fund Industry Intelligence named Brad one of the 2013 Rising Stars of Mutual Funds. He was featured in Barron’s and has been quoted in The Wall Street Journal, Bloomberg and Reuters. Brad has also appeared numerous times as a television guest on CNBC and Fox Business. He has also been a visiting Lecturer at Emory University’s Goizueta Business School. Brad holds a B.S. degree in Economics from the University of Rochester.

Mr.  Sreeni Prabhu

Portfolio Manager
Tel :
Email: angeloak@evestment.com
Sreeni is a Managing Partner, co-founder and Chief Investment Officer at Angel Oak Capital and is responsible for the overall investment strategy of the firm. Prior to Angel Oak, Sreeni was the Chief Investment Officer of the investment portfolio at Washington Mutual Bank in Seattle and managed a $25 billion portfolio. He was also part of the macro asset strategy team at the bank. Sreeni worked for six years at SunTrust Bank in Atlanta, where he was responsible for investment strategies and served as Head Portfolio Manager for the $3 billion commercial mortgage-backed securities portfolio. He began his career at SunTrust in 1998 as a Bank Analyst focused on asset/liability management and liquidity strategies. Sreeni holds a B.B.A. degree in Economics from Georgia College and State University and an M.B.A. in Finance from Georgia State University.

Mr.  Berkin Kologlu

Portfolio Manager
Tel :
Email: angeloak@evestment.com
Berkin is a Managing Director and Senior Portfolio Manager at Angel Oak Capital. He serves as a Portfolio Manager for two of the firm’s mutual funds, the Multi-Strategy Income Fund and the High Yield Opportunities Fund, as well as one of the firm’s private funds. He has over 15 years of experience in fixed income products and focuses on building and managing strategies within the collateralized loan obligation (CLO) market. Prior to Angel Oak, Berkin spent six years as an executive director at UBS, covering structured products and client solutions. Prior to UBS, Berkin worked at Bank of America where he focused on the structuring and marketing of CLOs and synthetic collateralized debt obligations backed by corporate credit. Before Bank of America, Berkin worked in Turkey as a commercial banker, where he was responsible for lending to large cap corporations. Berkin holds a B.S. degree in Civil Engineering from Bogazici University in Istanbul, Turkey and an M.B.A. from Duke University’s Fuqua School of Business.

Mr.  Eric Anderson

Client Contact
Tel : 770-880-1502
Email: Eric.Anderson@angeloakfunds.com

Mr.  Namit Sinha

Portfolio Manager
Tel : 888-685-2915
Email: Info@angeloakcapital.com

Angel Oak Capital Advisors Product Name

Report Created: September,25 2018.  Copyright Money Manager Review , All rights Reserved.
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