# Oaktree Capital

Oaktree Capital is an Asset Manager based in Los Angeles, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** 333 South Grand Avenue 28th Floor, Los Angeles, CA 90071, United States
- **Founded:** 1995
- **Assets under management:** $224B (as of March 31, 2026)
- **Website:** www.oaktreecapital.com
- **LinkedIn:** https://www.linkedin.com/company/oaktree-capital-corp

## Regulatory record

- **CRD number:** 106793
- **SEC file number:** 801-48923
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-21T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106793

## About

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.

## Sectors

- Diversified
- Financial Services

## People

- Howard Marks — Co-Chairman
- Bruce Karsh — Co-Chairman and Chief Investment Officer
- Robert O'Leary — Co-Chief Executive Officer
- Armen Panossian — Co-Chief Executive Officer
- Jay Ghiya — Chief Operating Officer
- John Frank — Vice Chairman

## Questions

### What is Oaktree Capital Management’s most recent reported AUM?

Oaktree reported $224 billion in assets under management as of March 31, 2026, per its official website and Brookfield Oaktree Holdings disclosures. This figure includes NAV, fee-bearing leverage, undrawn commitments, and proportionate affiliate AUM under the firm’s methodology.

### When was Oaktree Capital founded and where is it headquartered?

Oaktree Capital Management was founded in 1995 and maintains its global headquarters at 333 South Grand Avenue, 28th Floor, Los Angeles, California, United States.

### Who are the current senior leaders of Oaktree?

Key currently serving leaders include Co-Chairmen Howard Marks and Bruce Karsh (who is also Chief Investment Officer), Co-Chief Executive Officers Robert O’Leary and Armen Panossian, Chief Operating Officer Jay Ghiya, and Vice Chairman John Frank, as listed on the firm’s official leadership page.

### What are Oaktree’s primary investment strategies?

Oaktree specializes in alternative investments across credit (the largest platform), equity (including private equity, special situations, and listed equities), and real estate, employing an opportunistic, value-oriented, and risk-controlled approach.

### What is the relationship between Oaktree and Brookfield?

Brookfield Asset Management acquired a majority interest in Oaktree in 2019. Oaktree operates as an independent business within the Brookfield family, retaining its own investment, marketing, and support teams while partnering to expand alternative offerings. Brookfield Oaktree Holdings, LLC holds economic interests related to the business.

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- [Washington State Investment Board](https://altss.com/profile/washington-state-investment-board)
- [Central Bank of Iraq](https://altss.com/profile/central-bank-of-iraq)

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Last updated: 2026-07-17T21:34:46.000Z

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