Oaktree Advisors LLC
● SEC registered since 2024CRD 168271SEC# 801-129908Coopersburg, PA
Reg. AUM
$282.8M
Employees
6
Accounts
706
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 $282.8 million in regulatory assets under management and employs 6 people.
Oaktree Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laura Virginia Eichman Control | Chief Compliance Officer | Under 5% | 2025 |
| Paul Eichman Control | Principal | Over 75% | 2013 |
Frequently asked questions
How much does Oaktree Advisors LLC manage?
Oaktree Advisors LLC reports $282.8 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
| Address | 6666 Passer Road, Suite 4, Coopersburg, PA 18036 |
| Phone | (610) 882-5670 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$282.8M▲ 58%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$282.8Mregulatory AUM
Discretionary $282.8M