Oaktree Capital

Oaktree Capital

Oaktree Capital Management, L.P. is a leading global alternative investment manager specializing in credit, equity, and real estate strategies. Founded in 1995 and headquartered in Los Angeles, California, the firm emphasizes an opportunistic, value-oriented, and risk-controlled investment approach across the capital structure (per official website). As of March 31, 2026, Oaktree reported $224 billion in assets under management, calculated to include NAV of managed assets, fee-bearing leverage, undrawn capital commitments, CLO par values, BDC gross assets, and proportionate interests in affiliates such as DoubleLine Capital (per oaktreecapital.com/about and Brookfield Oaktree Holdings disclosures). The firm serves a broad institutional clientele, including 64 of the 100 largest U.S. pension plans, 40 of 50 U.S. state retirement systems, over 300 endowments and foundations, and 17 sovereign wealth funds, with more than 1,500 employees across offices in 26 cities worldwide. In 2019, Brookfield Asset Management acquired a majority interest; Oaktree continues to operate independently within the Brookfield family with its own teams and product offerings (per Form 10-Q for the quarter ended March 31, 2026 and firm website). Senior leadership includes Co-Chairmen Howard Marks and Bruce Karsh (also CIO), Co-CEOs Robert O’Leary and Armen Panossian, COO Jay Ghiya, and Vice Chairman John Frank (per leadership page). Oaktree Capital Management, L.P. is the SEC-registered investment adviser (CRD 106793) primarily responsible for the firm’s funds.