Oaktree Capital Management, L.P

CRD#106793
Investment Advisor Firm

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Learn more about Oaktree Capital Management, L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Oaktree Capital Management, L.P is located at 333 South Grand Ave, Los Angeles, CA. The firm employs 271 financial advisors to manage client portfolios and provide financial guidance. Oaktree Capital Management, L.P is not a registered broker-dealer.

    The firm oversees $171.0 billion in assets under management across 610 accounts, with 607 discretionary accounts and 3 non-discretionary accounts. Services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. Oaktree Capital Management, L.P maintains affiliations with a broker-dealer or securities dealer and a commodity pool advisor. The fee structure includes asset-based and performance-based fees. The firm serves pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, corporations, and other types of investors, with pooled investment vehicles being the largest client type by accounts.

    Oaktree Capital Management, L.P is registered in the states of California, Connecticut, Washington, and Texas.

    Assets Under Management

    $171.0 billion

    Number of Advisors

    271

    Disclosures

    No

    Office Location

    333 South Grand Ave
    Los Angeles, CA 90071

    Oaktree Capital Management, L.P by the Numbers

    Total Assets Under Management

    $171.0 billion

    National Average: $8.6 billion
    Total Number of Employees

    875

    National Average: 64
    Total Number of Accounts

    610

    National Average: 375,227
    Average Account Size

    $280.3 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees typically vary depending on which services the firm provides the client. Fees charged by Oaktree Capital Management, L.P can include some combination of the following fee structures: asset-based and performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Oaktree Capital Management, L.P. It can withdraw its expenses directly from client accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a broad range of investors. Oaktree Capital Management, L.P caters to pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, corporations, and other. Out of its 610 clients, Oaktree Capital Management, L.P's largest client by number of accounts is pooled investment vehicles. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments). About 59% of the firm's clients reside abroad.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 99.13%
    • Charitable Organizations - 0.87%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Oaktree Capital Management, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Oaktree Capital Management, L.P

    Gregory Brandner
    New York, NY

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