COMPANY HISTORY

2008 

May
ANGEL OAK CAPITAL PARTNERS, LLC (“AOC”) is formed to take advantage of the dislocation in Residential Mortgage-Backed Securities market

AOC launches its first hedge fund, the Structured Credit Opportunity Fund (SCOF)- Series A, with an investment focus on super-senior bonds backed by non-agency residential mortgages

December
Firm Assets Under Management (AUM) $9.9M

2009

February
AOC launches its second hedge fund, the Structured Credit Opportunity Fund (SCOF) - Series B, with an investment focus on senior-support bonds backed by non-agency residential mortgages

July
AOC launches the Debt Recovery Fund  with an investment focus on both super-senior and senior support bonds backed by non-agency residential mortgages and Commercial mortgage backed securities

October
ANGEL OAK CAPITAL ADVISORS, LLC is formed as an SEC Registered Investment Advisor

December
Firm Assets Under Management (AUM) reach $97M


2010

March
Angel Oak and Peraza Capital and Investment, LLC establish Atlanta branch supervisory office

April
AOC launches the Structured Income Fund (SIF) with a focus on both super-senior and senior support bonds backed by non-agency residential mortgages

September
ANGEL OAK ADVISORY SERVICES is formed to provide thought leadership to banks and financial institutions on the changing regulatory environment

December
Firm Assets Under Management (AUM) reach $163M

2011

June
The Angel Oak Multi-Strategy Income Fund, a 1940 Act mutual fund, is formed to bring the firm’s successful track record in non-agency mortgages to the public markets

July
ANGEL OAK FUNDING, a residential mortgage lending unit is formed to take advantage of low interest rates, an improving housing sector and new credit issuance

November
AOC launches its latest hedge fund, the Strategic Mortgage Income Fund (SMIF) with the return of price stability in non-agency mortgage securities and the availability to utilize attractive leverage terms

December
Firm Assets Under Management (AUM) reach $196M

2012
April
Firm Assets Under Management (AUM) reach $320M

June

Angel Oak celebrates 1 Year anniversary of its Mutual Fund.

August
Firm Assets Under Management (AUM) reach $750M

September

Firm Assets Under Management (AUM) reach in excess $1 Billion