OAKTREE CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 1995
Total AUM
$183B
Discretionary
$181B
99% of AUM
Avg account
$296M
Accounts
620
Employees
905
Advisory reps
11

Firm details

Headquarters
Los Angeles, California
CRD number
106793
Registered since
April 7, 1995
Website
www.oaktreecapital.com
Custodians
STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles81.46%
  • Insurance Companies8.51%
  • Pension & Profit Sharing Plans5.4%
  • State / Municipal Government3%
  • Corporations / Businesses0.88%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Oaktree Capital Management, L.P. is a multifaceted alternative asset manager that serves primarily institutional clients. The firm operates across hedge fund, private equity, real estate and securitized asset strategies and functions as a capital allocator and sponsor/GP for pooled vehicles. Oaktree charges both asset-based and performance-linked fees and maintains business lines that include portfolio management for individuals and small businesses, pooled investment vehicles, and institutions. It also operates in roles consistent with a CPO/CTA and has affiliations that include broker-dealer and other investment-adviser activities. The firm is not identified as an active ESG investor in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 44%, Other 24%, Derivatives 15%, Exchange Traded Equities 10%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%44%
  • Non-Investment Grade Corp Bonds44%
  • Other24%
  • Derivatives15%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 6

  • DANIEL LEVIN

    Managing Director and Chief Financial OfficerCRD 4245717

  • TODD MOLZ

    Chief Operating OfficerCRD 5114764

  • Robert O'Leary

    Co-CEOCRD 7894694

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Contacts

3 of 5

  • GREGORY BRANDNER

    Business OwnerCRD 705082

  • Richard Ting

    Managing Director and General CounselCRD 6880948

  • JOHN FRANK

    Vice ChairmanCRD 4423836

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$4.2M in ETFs

Passive

100%

$4.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO SENIOR LOAN ETF (BKLN)InvescoPassiveBank Loan$4.1M200,02096.70%
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Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
333 S Grand Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth