Investment adviser · CRD 168271
OAKTREE ADVISORS LLC
Investment adviser filing (IA)
COOPERSBURG, PA, United States · Form ADV filed Apr 14, 2026
- Regulatory AUM
- $283M Form ADV · Item 5.F
- Client accounts
- 706 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 144 | $224,913,057 | 79.5% |
| Individuals | 242 | $53,465,835 | 18.9% |
| Retirement plans | Fewer than 5 | $2,831,514 | 1.0% |
| Corporations & businesses | Fewer than 5 | $962,352 | 0.3% |
| Charities | Fewer than 5 | $591,970 | 0.2% |
Filing source
Form ADV 2093669 · Apr 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 14, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
6666 PASSER ROAD, SUITE 4COOPERSBURG, PA, 18036, United States
CRD 168271
Filing source
Form ADV 2093669 · Apr 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.