Firm profile

OAKTREE CAPITAL MANAGEMENT, L.P.

LOS ANGELES, CACRD 106793Latest ADV March 31, 2026

Oaktree Capital Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $183.3B in regulatory assets under management, 905 employees, 16 offices, and 620 accounts.

Assets Under Management
$183.3B
Employees
905
Offices
16 offices
Total Clients
373
Primary office
LOS ANGELES, CA
333 SOUTH GRAND AVE, 28TH FLOOR, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

6 roles identified
CEOArmen R. Panossian
CEORobert J. O'leary
CCORodney P. Vencatachellum

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 73.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
73.7%
275
2
Pension Plans
9.9%
37
3
Insurance Cos.
8.0%
30
4
Government
3.2%
12
5
Corporations
3.2%
12

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$183.3Bas of March 31, 2026
Discretionary99.0%
$181.4B
99% of total RAUM99.0%
Non-discretionary1.0%
$1.9B
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$183.3B
Total Accounts620
10Y AUM Change+$74.0B (+67.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees905
Clients per Employee0:1
10Y Employee Change+124 (+15.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.