Oaktree Capital Management Overview
- Service
-
Lender
- Year Founded
-
1995
- Professionals
-
1,416
- Financed Companies
-
689
- Financings
-
987
- Serviced Investors
-
5
Oaktree Capital Management General Information
Description
Founded in 1995, Oaktree Capital Management is a lending firm headquartered in Los Angeles, California. The firm specializes in marketable securities and private investments. The firm's principal investment strategies combine bonds, convertible securities, high-income convertibles, European bonds, and international convertibles. Oaktree provides clients with various debt solutions including high-yield bonds, leveraged loans, mezzanine, and private debt. Oaktree also provides distressed debt, and real estate debt, and also invests in equity markets in the United States and Europe. The firm caters to industries including financial services, healthcare, energy, hospitality, media, information technology, retail, marine, clothing, footwear, and electronics.
Contact Information
Website
www.oaktreecapital.comYear Founded
Corporate Office
- 333 South Grand Avenue
- 28th Floor
- Los Angeles, CA 90071
- United States
Oaktree Capital Management Financings
| Company Name | Financing Date | Debt/Deal Date | Debt/Deal Amount |
|---|---|---|---|
| STG Logistics | Oct 2024 | ||
| Solaris Health | Sep 2024 | ||
| Solaris Health | Sep 2024 | ||
| Superior Industries International | Aug 2024 | ||
| FGS Global | Aug 2024 | ||
| Scranton Enterprises | Jul 2024 | ||
| Fortress Biotech | Jul 2024 | ||
| Everbridge | Jul 2024 | ||
| Violin Finco Guernsey | Jun 2024 | ||
| Violin Finco Guernsey | Jun 2024 |
Oaktree Capital Management Co-Lenders (468)
| Lender | Lender Type | Lender Location | Total Shared Financings | Last Shared Financing |
|---|---|---|---|---|
| 26North Partners | Lender | New York, NY | 1 | |
| 40|86 Advisors | Lender | Carmel, IN | ||
| Abacus Finance Group | Lender | New York, NY | ||
| ABN AMRO Bank | Commercial Bank | Amsterdam, Netherlands | ||
| AB Private Credit Investors | Lender | Nashville, TN | ||
| abrdn Capital Partners | Other Consultant Type | Edinburgh, United Kingdom | ||
| Abry Partners | Lender | Boston, MA | ||
| Accel-KKR | Lender | Menlo Park, CA | ||
| Accunia Credit Management | Lender | Copenhagen, Denmark | 1 | |
| Adams Street Partners | Lender | Chicago, IL | 5 |
Oaktree Capital Management Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Oaktree Capital Management Team (667)
| Name | Title | Related Financings | Office |
|---|---|---|---|
| Robert O'Leary | Co-Chief Executive Officer and Portfolio Manager | Los Angeles, CA | |
| Jay Wintrob JD | Chief Executive Officer & Board Member | Los Angeles, CA | |
| Daniel Levin | Managing Director and Chief Financial Officer | Los Angeles, CA | |
| David Kirchheimer | Advisory Partner | Los Angeles, CA | |
| Rachel Chao | General Manager,Managing Director &Co-Head of APAC Marketing | Hong Kong, Hong Kong |
Oaktree Capital Management Board Members (15)
| Name | Representing | Role | Since |
|---|---|---|---|
| Bruce Karsh JD | Oaktree Capital Management | Co-Founder, Co-Chairman & Chief Investment Officer | |
| David Kirchheimer | Oaktree Capital Management | Advisory Partner | |
| Howard Marks | Oaktree Capital Management | Co-Chairman & Co-Founder | |
| J. Flatt | Self | Board Member | |
| Jay Wintrob JD | Oaktree Capital Management | Chief Executive Officer & Board Member |
Oaktree Capital Management Subsidiaries (8)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Oaktree Gardens OLP BDC | Specialized Finance | Los Angeles, CA | 2023 |
| Oaktree Strategic Credit Fund BDC | Other Financial Services | Los Angeles, CA | |
| Oaktree Strategic Income II BDC | Los Angeles, CA | ||
| Oaktree Strategic Income BDC | Specialized Finance | Los Angeles, CA | |
| 17Capital | Other Private Equity | London, United Kingdom |
News about Oaktree Capital Management
Dive into recent articles by PitchBook offering invaluable insights and context.
-
NEWS | Oct 10, 2024
Ares launches latest fund aimed at troubled companies
The credit manager's latest fund is aimed at companies facing debt burdens, financial strains or difficult business transitions.
-
NEWS | Sep 20, 2024
PE's buyout binge on European asset managers exceeds $15B
Private equity buyout activity involving European asset managers has already reached $14 billion thus year
-
NEWS | Jul 31, 2024
Ares closes its largest debt fund yet with over $15B in equity commitments
Direct lending strategies accounted for nearly 32% of private debt fund closes in 2023.
-
NEWS | Dec 11, 2023
Private credit lenders yield some ground as competition increases
As the competition has accelerated in the last three months, spreads and upfront fees on recently issued private credit loans have narrowed, market sources say.
Oaktree Capital Management FAQs
-
When was Oaktree Capital Management founded?
Oaktree Capital Management was founded in 1995.
-
Who is the founder of Oaktree Capital Management?
Howard Marks, Bruce Karsh JD, Sheldon Stone, and Richard Masson are the founders of Oaktree Capital Management.
-
Who is the CEO of Oaktree Capital Management?
Robert O'Leary, Jay Wintrob JD, Armen Panossian JD, and Nicholas Goodman are the CEOs of Oaktree Capital Management.
-
Where is Oaktree Capital Management headquartered?
Oaktree Capital Management is headquartered in Los Angeles, CA.
-
What is the size of Oaktree Capital Management?
Oaktree Capital Management total number of employees/professionals is 1,416.
-
What service provider type is Oaktree Capital Management?
Oaktree Capital Management's service provider type is Lender.
-
What companies has Oaktree Capital Management invested in or acquired?
Oaktree Capital Management has invested in or acquired companies like STG Logistics, AZ NGA, and MSR Asset Vehicle.
-
What are Oaktree Capital Management subsidiaries?
Oaktree Gardens OLP BDC, Oaktree Strategic Credit Fund BDC, and Oaktree Strategic Income II BDC are subsidiaries of Oaktree Capital Management.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
