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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Oaktree Advisors LLC
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| CRD # | 168271 |
| SEC # | 801-129908 |
| CIK # | |
| AUM | $179.3 M (2025-03-28) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Phone | 610-882-5670 |
| Address | 6666 Passer Road Coopersburg, PA 18036 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 37.8 |
| (b) Individuals (high net worth individuals) | 94 | 140.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 548 | 179.3 |
| By Discretionary | ||
| Discretionary | 548 | 179.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 548 | 179.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.3 | |
| Total | 548 | 179.3 |
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|---|---|---|
|
Blong Financial LLC
✚
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TN | 0.2 |
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MS | 0.2 |
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0.2 | |
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VA | 0.2 |
|
Catherine Avery Investment Management LLC
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FL | 0.2 |
|
J2 Capital Management Inc
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MI | 0.2 |
|
Garland Capital Management Inc
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WA | 0.2 |
|
White Knight Strategic Wealth Advisors LLC
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NJ | 0.2 |
|
Planning Works Advisory Inc
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TX | 0.2 |