Pioneering innovative mortgage credit solutions and investments

Overview

Opportunity

History

Recognition

Community

Angel Oak Companies is a leading vertically integrated asset manager delivering innovative mortgage and consumer credit solutions. Through its integrated credit and investment platform, Angel Oak Companies provides unique solutions across asset management and lending.

2008

Year Founded

$ Billion+

in origination volume: Mortgage Lending

$ Billion*

AUM: Asset Management

$ Billion

Securitized: Capital Markets

*Estimated as of 9/30/23. Assets under management (AUM) represents the sum of assets managed or serviced, and committed but uncalled capital.

Angel Oak’s Ecosystem

Angel Oak Companies is a global financial institution that identifies and capitalizes on market dislocations, connects the financial landscape, and creates new market opportunities.

Connecting Generations of Wealth

Angel Oak Co-CEOs Sreeni Prabhu and Mike Fierman explain how Angel Oak’s ecosystem is intentionally built to connect investors to borrowers.

Asset Management

Expertise in Mortgage and Structured Credit

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Mortgage Lending

Bringing a Fresh Approach to Mortgage Lending

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Capital Markets

Optimization of Loan Financing and Securitization

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We see the greatest market opportunity in the increased demand and growth of residential mortgage credit.

Non-Qualified Mortgages, Prime Jumbo, Fannie Mae and Freddie Mac Risk Transfer, Specialty Finance and Non-Performing/Re-Performing Loans.
Demand for non-bank financing, coupled with investor demand for yield and exposure to mortgage credit, will fuel a sharp rise in RMBS new issuance over the coming years.
Post-crisis regulations help improve loan quality and borrower credit worthiness.

Our History: Driving Product Innovation in Dislocated Markets

2008

Financial Credit Crisis

Launch of Angel Oak Capital

Launched series of private funds to buy distressed non-Agency RMBS

2009

2010

Dodd-Frank

Launch of Bank Consulting Practice

2011

Launch of Multi-Strategy Income Fund (ANGLX)

Launch of Home Loans, the Retail Lending Channel

2012

Launch of Prime Bridge, Residential Investor Channel

2013

2014

Launch of Mortgage Solutions, the Non-Qualified Mortgage Lending Channel

2015

Risk Retention Requirements for MBS

Launch of Dublin-based UCITS

First Securitization of Non-QM Loans

First Securitization of Bank Sub-debt

2016

Acquired High Yield Team

2017

Risk Retention Corporate

Private fund launched to buy and securitize unrated bank sub-debt

First Rated Securitization of Non-QM Loans

2018

First of its kind Fix-and-Flip Securitization

Launch of Commercial Lending

2019

Crossed $17B in AUM

Launch of closed-end fund (FINS) focused on community bank debt

Six non-QM securitizations totaling $3.1B

Funded $3.3B in non-qualified mortgages

2020

Successfully completed 6 Non-QM securitizations

Crossed $20B in AUM

2021

Launched publicly traded mortgage REIT

Launch of Total Return Bond Fund (AOIIX)

Issued first non-Agency RMBS social bond in U.S.

Funded $3.9B in non-qualified mortgages

2022

Launch of Income ETF (CARY) and UltraShort Income ETF (UYLD)

Market Events

Firm

Asset Management

Mortgage Lending

Capital Markets

Recognition

Angel Oak Companies Named an ACG Fast 40 Honoree for the Fifth Time

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Angel Oak Recognized for Eighth Consecutive Year as a Top Workplace

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We’re committed to our community

Being a part of our community is important to us, which is why Angel Oak is involved in a number of organizations that do great work benefiting those in need in the Greater Atlanta area and around the nation.

Desire Street Ministries

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SagerStrong Foundation

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Skyland Trail Residential Center

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University of Georgia Foundation

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