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OAKTREE CAPITAL MANAGEMENT, L.P.
CRD 106793File 801-48923
APPROVED
Custody
Disclosure events
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$183.29B
Top 10% of cohort (national)
Discretionary AUM
$181.38B
Non-discretionary $1.91B
Clients
370
620 accounts
Employees
905
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 7, 1995
- Principal office
- 333 SOUTH GRAND AVE, 28TH FLOOR, LOS ANGELES, CA, 90071
- Phone
- 213-830-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $183.29B
- Discretionary AUM
- $181.38B
- Non-discretionary AUM
- $1.91B
- Discretionary accounts
- 616
- Non-discretionary accounts
- 4
- Total accounts
- 620
- AUM per client
- $495.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $1.60B |
| Non-U.S. persons | 1 | $283.1M |
| Insurance companies | 30 | $15.60B |
| Charitable organizations | 1 | $309.2M |
| Other investment advisers | 2 | $394.4M |
| Pooled investment vehicles | 275 | $149.31B |
| Pension and profit sharing plans | 37 | $9.90B |
| State or municipal government entities | 12 | $5.49B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 373 | 370 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.