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Oaktree Advisors LLC

● SEC registered since 2024CRD 168271SEC# 801-129908Coopersburg, PA
Export (members)
Reg. AUM
$179.3M
Employees
6
Accounts
548
Location
Coopersburg, PA

Oaktree Advisors LLC assets under management

Oaktree Advisors LLC is a registered investment adviser overseen by the SEC based in Coopersburg, PA. The firm has been registered since 2024. It reports $179.3 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/oaktree-advisorsView on SEC.gov ↗

Oaktree Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Laura Virginia Eichman ControlChief Compliance OfficerUnder 5%2025
Paul Eichman ControlPrincipalOver 75%2013

Frequently asked questions

How much does Oaktree Advisors LLC manage?

Oaktree Advisors LLC reports $179.3 million in regulatory assets under management on its Form ADV.

How many employees does Oaktree Advisors LLC have?

Oaktree Advisors LLC reports 6 employees.

Where is Oaktree Advisors LLC located?

Oaktree Advisors LLC is based in Coopersburg, PA and has been SEC-registered since 2024.

Does Oaktree Advisors LLC disclose fund performance?

Oaktree Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6666 Passer Road, Suite 4, Coopersburg, PA 18036
Phone(610) 882-5670
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$179.3M
Non-discretionary$0
Total (RAUM)$179.3M