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 limited partnership and multi-strategy fund manager that organizes capital across hedge, private equity, real estate and securitized-asset strategies. The firm acts as a capital allocator for institutional clients and manages pooled vehicles as sponsor and general partner while also offering portfolio management for institutions, businesses and individuals/small businesses. It registers investment advisory activity and operates trading programs identified as a CPO/CTA. Fee arrangements combine asset-based charges with performance-linked compensation. Oaktree is not positioned as an active ESG investor and is structured primarily as a domestic entity with individual ownership elements.

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 5

  • Robert O'leary

    Co-ceoCRD 7894694

  • Armen Panossian

    Co-ceoCRD 3095751

  • Rodney Vencatachellum

    Rodney Vencatachellum

    Managing Director and Chief Compliance OfficerCRD 6619499

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Contacts

3 of 6

  • Gregory Brandner

    Business OwnerCRD 705082

  • John Frank

    John Frank

    Vice ChairmanCRD 4423836

  • Howard Marks

    Howard Marks

    Co-ChairmanCRD 1864172

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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 4

Active vs passive

$217K in ETFs

Passive

100%

$216K

Active

<1%

$433

ETFProviderStyleCategoryValueShares% of portfolio
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF (GBIL)Goldman SachsPassiveUltrashort Bond$139K1,39064.24%
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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