Oaktree Capital Management is based out of Los Angeles. Oaktree Capital Management is a hedge fund with 348 clients and discretionary assets under management (AUM) of $169,008,923,235 (Form ADV from 2025-11-20). Their last reported 13F filing for Q3 2025 included $6,490,256,632 in managed 13F securities and a top 10 holdings concentration of 47.64%. Oaktree Capital Management's largest holding is TORM PLC with shares held of 40,581,120. Whalewisdom has at least 164 13F filings, 143 13D filings, 122 13G filings, and 32 Form 4 filings
Business Description
Oaktree Capital Management, L.P. ("Oaktree" or "we") was founded in April 1995 and is a leader among global investment managers specializing in alternative investments. Oaktree manages assets across a wide range of investment strategies including Credit, Equity, and Real Estate, described more fully in Item 8. Oaktree, Brookfield, or any of their respective affiliates may provide services such as due diligence, administration, development, management (including turnaround), payment collection, surveillance, analytics, reporting, data collection and management, research, internal support functions, marketing services, product development, pursuing remedies and recoveries, marketing assets for sale, leasing or other use and/or other similar services. They may also provide advice from broker-dealers as to the value of securities, availability of securities, availability of buyers, and availability of sellers, recommendations as to the purchase and sale of individual securities and timing of transactions.
Investment Strategy
Oaktree employs investment strategies that involve inherent risks, which they attempt to manage through research, monitoring, participation in bankruptcy processes, and hedging techniques. However, there is no guarantee that securities will increase in value or that accounts will not incur significant losses. The firm seeks to protect against loss by buying claims on assets at bargain prices and aims to achieve substantial gains by actively participating in restructurings to restore companies to financial viability. The High Yield Bonds strategy aims for superior risk-adjusted returns by investing in performing bonds of creditworthy North American and European corporations, emphasizing fundamental credit analysis. The Senior Loans strategy focuses on the senior secured debt of issuers in North America and Europe, seeking to achieve an attractive total return while preserving principal.
Owners
  • OAKTREE CAPITAL GROUP HOLDINGS, L.P. - LIMITED PARTNER
  • MARKS, HOWARD, STANLEY - CO-CHAIRMAN
  • PANOSSIAN, ARMEN, RYAN - CO-CHIEF EXECUTIVE OFFICER
  • LEVIN, DANIEL, DANE - MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER
  • KARSH, BRUCE, ALLEN - CO-CHAIRMAN, CHIEF INVESTMENT OFFICER
  • STONE, SHELDON, MICHAEL - PRINCIPAL
  • FRANK, JOHN, BERNKOPF - VICE CHAIRMAN
  • MOLZ, TODD, EMMET - CHIEF OPERATING OFFICER
  • VENCATACHELLUM, RODNEY, PARAMA - MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER
  • TING, RICHARD, KWANG PEI - MANAGING DIRECTOR AND GENERAL COUNSEL
  • O'LEARY, ROBERT, J - CO-CHIEF EXECUTIVE OFFICER
  • Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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