About Oaktree

Oaktree's mission is to deliver superior investment results with risk under control and to conduct our business with the highest integrity.

Oaktree is a leader among global investment managers specializing in alternative investments, with $192 billion in assets under management as of March 31, 2024. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has 396 investment professionals, over 1,200 employees and offices in 23 cities worldwide. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/.

We believe that the breadth of the Oaktree platform and the collective expertise of our management team will allow us to identify numerous initial acquisition targets across the industrial, consumer and other sectors. Our multi-decade track record of successful investing in both public and private markets gives us differentiated access and insights into a deep network of institutional investors worldwide, as well as a diversified portfolio of lending relationships. Our client base includes leading pension plans, insurance companies, endowments, foundations and sovereign wealth funds. Furthermore, Oaktree expects to leverage strong relationships with banks and other financial institutions as well as brokers and attorneys. This network of contacts is instrumental in obtaining access to investment opportunities, some of which are made available to Oaktree on a highly selective, and in some cases, an exclusive, basis.

Assets Under Management (AUM)1

$ in billions

1995 2000 2005 2010 2015 03/31/2024 5 B 18 B 30 B 84 B 114 B 192B

Global Presence2

global-presence-map
  • amsterdam
  • luxembourg
  • beijing
  • madrid
  • dallas
  • mumbai
  • dubai
  • new york
  • dublin
  • paris
  • frankfurt
  • seoul
  • helsinki
  • shanghai
  • hong kong
  • singapore
  • houston
  • stamford
  • london
  • sydney
  • los angeles
  • tokyo

 

Asset Class Mix (by AUM)3, 4

  • Credit - 75%
  • Real Assets - 12%
  • Private Equity - 9%
  • Listed Equities - 4%
  1. 1 References to total "assets under management" or "AUM" represent assets managed by Oaktree and a proportionate amount of the AUM reported by DoubleLine Capital LP ("DoubleLine Capital"), in which Oaktree owns a 20% minority interest. Oaktree's methodology for calculating AUM includes (i) the net asset value (NAV) of assets managed directly by Oaktree, (ii) the leverage on which management fees are charged, (iii) undrawn capital that Oaktree is entitled to call from investors in Oaktree funds pursuant to their capital commitments, (iv) for collateralized loan obligation vehicles ("CLOs"), the aggregate par value of collateral assets and principal cash, (v) for publicly-traded business development companies, gross assets (including assets acquired with leverage), net of cash, and (vi) Oaktree's pro rata portion (20%) of the AUM reported by DoubleLine Capital. This calculation of AUM is not based on the definitions of AUM that may be set forth in agreements governing the investment funds, vehicles or accounts managed and is not calculated pursuant to regulatory definitions.

  2. 2 Includes offices of affiliates of Oaktree-managed funds in Amsterdam, Dublin, Luxembourg and Singapore.

  3. 3 All figures presented on this site are as of March 31, 2024, unless noted otherwise.

  4. 4 Excludes proportionate amount of DoubleLine Capital AUM and 17Capital AUM.