# Oaktree Advisors LLC

> Oaktree Advisors LLC is an SEC-registered investment advisory firm in Coopersburg, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 168271
- Filed as: OAKTREE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coopersburg, PA
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168271
- AdvisorCensus page: https://advisorcensus.com/firm/oaktree-advisors-llc-coopersburg-pa-168271

## Quick answers

**How is Oaktree Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oaktree Advisors LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Oaktree Advisors LLC located?**
Oaktree Advisors LLC's principal office is in Coopersburg, PA, according to its Form ADV.

**Is Oaktree Advisors LLC registered with the SEC or a state?**
Oaktree Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 168271.

**How much does Oaktree Advisors LLC manage?**
Oaktree Advisors LLC reports $282,764,728 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**How have Oaktree Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for Oaktree Advisors LLC: Regulatory assets under management: $116,170,254 in the October 2024 data and $282,764,728 in the October 2026 data, up 143%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oaktree Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (242); high net worth individuals (144).

**Which custodians does Oaktree Advisors LLC use?**
Oaktree Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Oaktree Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168271

**Does Oaktree Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 29, 2026 says: "Oaktree Advisors requires each client seeking investment management services to place at least $500,000 with us. We may waive this account minimum under certain circumstances, in our discretion."

**What changed in Oaktree Advisors LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in NJ, SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 29, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Oaktree Advisors requires each client seeking investment management services to place at least $500,000 with us. We may waive this account minimum under certain circumstances, in our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $282,764,728
- Discretionary: $282,764,728
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 242 | $53,465,835 |
| High net worth individuals | 144 | $224,913,057 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,831,514 |
| Charitable organizations | Fewer than 5 | $591,970 |
| Corporations or other businesses not listed above | Fewer than 5 | $962,352 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, NJ, PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oaktree-online.com
- Facebook @OAKTREEADVISORSLLC
- LinkedIn @oaktree-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $116,170,254 | 6 | March 15, 2024 |
| October 2025 | $179,250,901 | 6 | March 28, 2025 |
| October 2026 | $282,764,728 | 6 | April 14, 2026 |

Regulatory assets under management: $116,170,254 in the October 2024 data and $282,764,728 in the October 2026 data, up 143%.
Total employees: 6 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in NJ, SC.

### April 2026
- Regulatory assets under management went from $179,250,901 to $282,764,728 (+58%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oaktree Advisors LLC (CRD 168271): Form ADV filing data as of October 2026.