OAKTREE ADVISORS LLC

OAKTREE ADVISORS LLC of COOPERSBURG, PA is an SEC-registered investment adviser (CRD 168271). Regulatory assets under management: $282.8M.

Registration

• CRD: 168271
• SEC file number: 801-129908
• Type: Registered investment adviser
• Location: 6666 PASSER ROAD, SUITE 4, COOPERSBURG, PA, 18036
• Phone: (610) 882-5670
• Latest filing: 2026-04-14
• Regulatory AUM: $282.8M
• Discretionary AUM: $282.8M
• Clients: 6
• Accounts: 706

Business model

Compensation: % of AUM, Other.

Clients served: High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168271 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search