COOPERSBURG, PACRD 168271Latest ADV April 14, 2026
Oaktree Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coopersburg, PA. Its latest Form ADV filing, dated April 14, 2026, reports $283M in regulatory assets under management, 6 employees, and 706 accounts.
Assets Under Management
$283M
Employees
6
Offices
--
Total Clients
386
Primary office
COOPERSBURG, PA
6666 PASSER ROAD, SUITE 4, COOPERSBURG, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.7% of total clients.
Top client categories% of clientsClients
1
Individuals
62.7%
242
2
HNWI
37.3%
144
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of April 14, 2026
Discretionary100.0%
$283M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$283M
Total Accounts706
10Y AUM Change+$167M (+143.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee64:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.