Oaktree Fund Advisors is an investment advisor in Los Angeles with $5.65 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
822844472
SEC advisor number
801-112570
FINRA CRD number
290193
AUM ?
$5.65 bn
(as of 1 Apr 23)
Accounts
14
(as of 1 Apr 23)
Employees
371
(198 investment advisory or research)
Office hours
Monday - Friday, 7:30AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Karsh, Bruce, Allen | Co-chairman, Chief Investment Officer | 09/2017 | < 5% |
Vencatachellum, Rodney, Parama | Managing Director and Chief Compliance Officer | 09/2017 | < 5% |
Molz, Todd, Emmet | General Counsel & Chief Administrative Officer | 09/2017 | < 5% |
Marks, Howard, Stanley | Co-chairman | 09/2017 | < 5% |
Stone, Sheldon, Michael | Principal | 09/2017 | < 5% |
Frank, John, Bernkopf | Vice Chairman | 09/2017 | < 5% |
Wintrob, Jay, Steven | Chief Executive Officer | 09/2017 | < 5% |
Levin, Daniel, Dane | Principal and Chief Financial Officer | 09/2017 | < 5% |
Oaktree Capital II, L.P. (General Series) | Managing Member | 09/2017 | > 75% |
Oaktree Capital Group Holdings, L.P. | Limited Partner | 09/2017 | 25-50% |
Oaktree Capital Group Holdings GP, LLC | General Partner | 09/2017 | |
Marks, Howard, Stanley | Manager | 09/2017 | |
Karsh, Bruce, Allen | Manager | 09/2017 | |
Wintrob, Jay, Steven | Manager | 09/2017 | |
Stone, Sheldon, Michael | Manager | 09/2017 | |
Frank, John, Bernkopf | Manager | 09/2017 | |
Oaktree Capital II GP LLC | General Partner | 09/2019 | |
Atlas Ocm Holdings LLC | Managing Member | 09/2019 | > 75% |
Oaktree New Holdings LLC | Member | 09/2019 | > 75% |
Atlas Holdings II LLC | Member | 09/2019 | > 75% |
Brookfield Us Inc. | Member | 12/2022 | > 75% |
Brookfield Us Holdings Inc. | Shareholder | 11/1994 | > 75% |
Brookfield Corporation | Shareholder | 12/2022 | > 75% |
Atlas Subco Holding LLC | Member | 12/2022 | > 75% |
Atlas Top LLC | Member | 12/2022 | > 75% |
Brookfield Asset Management Ulc | Shareholder | 12/2022 | > 75% |
Brookfield Asset Management LTD. | Shareholder | 12/2022 | 25-50% |
Atlas Capital II LLC | Shareholder | 11/2022 | > 75% |
Atlas Capital II Holdings LLC | Shareholder | 11/2022 | > 75% |
Atlas Capital II GP LLC | Shareholder | 11/2022 | > 75% |
Brookfield Us Capital Corporation | Shareholder | 12/2022 | > 75% |
Brookfield Us Corporate Holdings Inc. | Shareholder | 12/2022 | > 75% |
Brookfield Corporate Treasury LTD. | Shareholder | 12/2022 | > 75% |
Brookfield Holdings Canada Inc. | Shareholder | 12/2022 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22