Inactive Instrument

Company Oaktree Capital Group, LLC

Equities

OAK

Investment Management & Fund Operators

Business Summary

Oaktree Capital Group, LLC (Oaktree) is an investment manager specializing in alternative investments. The Company operates through investment management segment, which consists of the investment management services that the Company provides to its clients. The Company manages investments in a range of strategies within approximately six asset classes, which include corporate debt, convertible securities, distressed debt, control investing, real estate and listed equities. The Funds managed by Oaktree include commingled funds, separate accounts and collateralized loan obligation vehicles (CLOs). The commingled funds include open-end and closed-end limited partnerships in which it makes an investment and for which it serves as the general partner. CLOs are structured finance vehicles in which the Company typically makes an investment and for which it serves as collateral manager. Its clientele includes the United States pension plans and corporations and/or their pension funds.

Managers

Managers TitleAgeSince
Founder 71 95-03-31
Founder 68 95-03-31
Director of Finance/CFO 45 10-12-31
Chief Tech/Sci/R&D Officer - -
Chief Tech/Sci/R&D Officer - 17-12-31
Compliance Officer - -
Chief Administrative Officer 52 -
Director/Board Member 68 00-12-31
Investor Relations Contact - 12-02-29
Human Resources Officer - 01-12-31

Members of the board

Members of the board TitleAgeSince
Director/Board Member 76 16-10-23
Founder 68 95-03-31
Director/Board Member 76 12-06-27
Director/Board Member 59 19-09-30
Founder 77 95-03-31
Founder 71 95-03-31
Director/Board Member 68 00-12-31
Director/Board Member 70 23-02-09
Director/Board Member 54 19-09-30
Director/Board Member 51 21-02-15

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 50,930,598 0 0 8.594 %
Stock B 1 109,198,991 7,200,000 ( 6.593 %) 0
Stock C 1 7,200,000 7,180,789 ( 99.73 %) 0
Stock D 0 7,200,000 0 0

Shareholders

NameEquities%Valuation
30,000 0.3191 % 695 400 $
Russell Investments Canada Ltd.
0.009106 %
856 0.009106 % 19 842 $
NameEquities%Valuation
19,211 0.2668 % 459 143 $
1,000 0.0139 % 23 900 $
Russell Investments Canada Ltd.
0.0115 %
827 0.0115 % 19 765 $
Boyd Watterson Asset Management LLC
0.001736 %
125 0.001736 % 2 988 $

Company contact information

Brookfield Oaktree Holdings LLC

333 South Grand Avenue 28th Floor

90071-1504, Los Angeles

+213-830-6300

http://www.oaktreecapital.com
address Oaktree Capital Group, LLC(OAK)

Group companies

NameCategory and Sector
Marine Shipping
OCM Tuna Valley Oak LLC
  1. Stock Market
  2. Equities
  3. OAK Stock
  4. Company Oaktree Capital Group, LLC