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Building 2OAKTREE ASSET MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone212-269-6720
NotebookSEC #801-63104
Total AUM
$323M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 WALL STREET
SUITE 1203
NEW YORK
NY 10005-2201
United States
Operating Hours
9:00 -5:00
Monday - Friday
Phone
212-269-6720

ReceiptFinancials

Total AUM
$323M
Accounts
359
Discretionary
$300.1M
Accounts
344
Non-Discretionary
$22.9M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTFLMANYVAVTWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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