RIA Intel›Advisers›California›OAKTREE CAPITAL MANAGEMENT, L.P.

OAKTREE CAPITAL MANAGEMENT, L.P.

Institutional

N·LOS ANGELES, CA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Total AUM

$183.3B

1-Year AUM Growth

+6.7%

3-Year CAGR

+8.8%

Employees

282

Assets Under Management

Total AUM$183.3B

Discretionary AUM$181.4B

Non-Discretionary AUM$1.9B

Discretionary %99%

Total Clients348

Team

Total Employees282

Investment Advisers905

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record117

First FilingFeb 27, 2001

Latest FilingJul 28, 2026

🔒 Full AUM trend chart and 117 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OAKTREE CAPITAL MANAGEMENT, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.