ANGELO GORDON
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-2 YoYRank #1478 of mapped providers
Assets under administration$8.8B0.0%Market share · rank #1230
Fees received$1MMedian $44,864/planSum across Schedule C direct + indirect
Net wins YoY+04 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ANGELO GORDON plan look like?
Service mix · median fees per plan
Count of plans where ANGELO GORDON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 4 | $44,864 | |
Investment management fees paid directly by planCode 51 | 1 | $21,971 | |
Investment management fees paid indirectly by planCode 52 | 1 | $1,091,780 |
Competitor overlap
Percent of ANGELO GORDON's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ANGELO GORDON.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $1.8B |
BOARD OF TRUSTEES WEST MI PLUMBERS LOCAL UNION NO 174 PENSION PLANMI · 381796240-001 | THE SEGAL COMPANY | $244M |
TEAMSTERS LOCAL UNION NO.115 PENSION PLANPA · 236282827-001 | NICHOLAS ZANCZUK | $131M |
Plans lost in 2024
Appeared last year under ANGELO GORDON; not this year.
| Sponsor | To | Assets |
|---|---|---|
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $2.9B |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | CENTRAL IL BUILDERS OF AGC | $2.1B |
CARGILL, INCORPORATEDMN · 410177680-001 | QUANTUM ENERGY | $2.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $46,646 | 2y | - |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | $1.9B | 21,246 | $70,991 | 7y | - |
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $31,897 | 1y | - |
YWCA RETIREMENT FUND, INC.NY · 131624231-001 | $407M | 11,316 | $1M | 5y | 1 |
TRUSTEES OF 1199 SEIU REGIONAL PENSION FUNDNY · 161112391-001 | $232M | 13,121 | $21,971 | 7y | - |
TEAMSTERS LOCAL UNION NO.115 PENSION PLANPA · 236282827-001 | $131M | 2,097 | $43,081 | 1y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (24)
Raw Schedule C names collapsed into ANGELO GORDON.
- AG CAPITAL (ANGELO GORDON)
- AG DIRECT LEDNING II
- ANGEL GORDON (AG DIRECT LENDING II)
- ANGELO DIAZ
- ANGELO DIAZ GONZALEZ
- ANGELO GIANNOSA
- ANGELO GORDON
- ANGELO GORDON & CO
- ANGELO GORDON & CO LP
- ANGELO GORDON & CO.
- ANGELO GORDON (AG DIRECT LENDING II
- ANGELO GORDON CO LP
- ANGELO GORDON REALTY
- ANGELO R BISCEGLIE ATTORNEY
- ANGELO R. BISCEGLIE
- ANGELO R. BISCEGLIE ASSOCAITES
- ANGELO, GORDAN & CO. L.P.
- ANGELO, GORDON & CO
- ANGELO, GORDON & CO, LP & AFFILIATE
- ANGELO, GORDON & CO.
- ANGELO, GORDON & CO. LP
- ANGELO, GORDON & CO., L.P.
- ANGELO, GORDON & CO., LP
- D'ANGELO BOND, MARIA
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ANGELO GORDON's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ANGELO GORDON. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent