Business description: Oaktree Capital Group, LLC

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.

Sales by Activity: Oaktree Capital Group, LLC

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Investment Management

1.45B 493M 267M 778M -

Geographical breakdown of sales: Oaktree Capital Group, LLC

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

United States

1.45B 493M 267M 778M -

Executive Committee: Oaktree Capital Group, LLC

Manager TitleAgeSince
Chief Executive Officer - 2024-02-27
Corporate Officer/Principal 73 1994-12-31
President 70 2011-06-19
Director of Finance/CFO 47 2010-12-31
Chief Tech/Sci/R&D Officer - 2017-12-31

Composition of the Board of Directors: Oaktree Capital Group, LLC

Director TitleAgeSince
Chairman 70 2007-04-30
Chairman 79 2007-04-30
Director/Board Member 69 2000-12-31
Director/Board Member 73 2007-04-30
Director/Board Member 78 2012-06-27
Director/Board Member 78 2016-10-23
Director/Board Member 61 2019-09-30
Director/Board Member 56 2019-09-30
Director/Board Member 53 2021-02-15
Director/Board Member 72 2023-02-09

Shareholders: Oaktree Capital Group, LLC

NameStocks%Valuation
0.3191 %
30,000 0.3191 % 624 600 $
NameStocks%Valuation
Sterling Capital Management LLC
0.4626 %
33,310 0.4626 % 700 176 $
0.2856 %
20,565 0.2856 % 432 276 $

Company details: Oaktree Capital Group, LLC

Brookfield Oaktree Holdings LLC

333 South Grand Avenue

90071-1504, Los Angeles

+(213) 830-6300

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

Group companies: Oaktree Capital Group, LLC

NameCategory and Sector
San Jacinto Fee Owner LLC

Other Investment Management & Fund Operators

Change 5-day change 1-year change 3-year change Capi.($)
-0.43%-1.68%+1.21%+47.33% 157B
-0.66%-0.13%+39.93%+104.52% 144B
-0.95%-1.47%+14.48%+116.51% 99.85B
+1.49%-1.42%+58.53%+224.74% 95.92B
+0.06%-1.48%-16.21%+46.27% 73.15B
+0.51%-0.08%+67.14%+122.56% 44.78B
-0.46%-1.43%-13.01%+43.47% 40.51B
+0.59%-3.46%+54.07%+127.04% 30.74B
+1.74%+1.60%-47.50%+11.19% 29.82B
Average +0.22%+1.55%+17.63%+93.74% 79.51B
Weighted average by Cap. -0.00%+1.59%+20.31%+98.57%
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