SEC Form ADV · CIK 2011587

OAKBOURNE ADVISORS

Firm profile: Oakbourne Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNJ
$347.9M
Assets Under Management
1,072
Total Clients
10
Employees
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Registration Details

CIK
2011587
Accession
CRD-129112
Location
BERKELEY HEIGHTS, NJ
Filing Date
March 31, 2026
AUM
$347.9M
Total Clients
1,072
Institutional Clients
58
Employees
10
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

OAKBOURNE ADVISORS is a registered investment adviser headquartered in BERKELEY HEIGHTS, NJ, managing approximately $347.9M in assets across 1,072 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.