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Asset/Investment Management
FINANCIAL | Asset/Financial Management
oaktreecapital.com

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Investments

100

Portfolio Exits

46

Funds

107

Partners & Customers

8

Service Providers

3

About Oaktree Capital Management

Oaktree Capital Management is an American global asset management firm specializing in alternative investment strategies. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities.

Oaktree Capital Management Headquarter Location

333 South Grand Ave 28th Floor

Los Angeles, California, 90071,

United States

213-830-6300

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Expert Collections containing Oaktree Capital Management

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Research containing Oaktree Capital Management

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CB Insights Intelligence Analysts have mentioned Oaktree Capital Management in 2 CB Insights research briefs, most recently on Jul 14, 2021.

Latest Oaktree Capital Management News

Oaktree issues CerPIs in Mexico

Sep 21, 2021

US investment management firm raises $224 mln for investments with a new 50-year fund US investment management firm Oaktree Capital Management raised MXN4.48 billion ($222 million) for a 50-year fund for investment certificates called CerPIs in the Mexican market, according to a securities filing on Monday.Loa Angeles-based Oaktree said it priced each certificate at MXN2,000 in a deal arranged by BBVA, but it did not provide details on how it plans to invest the proceeds.The CerPI fund opens Oaktree's investments to Mexican pension funds, known as afores. Unlike other equity in Already have an account?

Oaktree Capital Management Investments

100 Investments

Oaktree Capital Management has made 100 investments. Their latest investment was in Thrasio as part of their Debt - III on September 9, 2021.

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Oaktree Capital Management Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/21/2021

Debt - III

Thrasio

$650M

No

BlackRock, Goldman Sachs Asset Management, HPS Investment Partners, J.P. Morgan Chase & Co., and Undisclosed Investors

1

9/13/2021

Private Equity

ABC Technologies

Yes

1

9/1/2021

Unattributed

Priority Power

$250M

Yes

Undisclosed Investors

4

8/27/2021

Corporate Minority - II

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$99M

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10

8/3/2021

Private Equity

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$99M

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10

Date

9/21/2021

9/13/2021

9/1/2021

8/27/2021

8/3/2021

Round

Debt - III

Private Equity

Unattributed

Corporate Minority - II

Private Equity

Company

Thrasio

ABC Technologies

Priority Power

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Amount

$650M

$250M

$99M

$99M

New?

No

Yes

Yes

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Co-Investors

BlackRock, Goldman Sachs Asset Management, HPS Investment Partners, J.P. Morgan Chase & Co., and Undisclosed Investors

Undisclosed Investors

Sources

1

1

4

10

10

Oaktree Capital Management Portfolio Exits

46 Portfolio Exits

Oaktree Capital Management has 46 portfolio exits. Their latest portfolio exit was Endeavor on April 29, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

4/29/2021

IPO

$991

Public

1

1/27/2021

IPO

$991

Public

1

12/10/2020

IPO

$991

Public

1

00/00/0000

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$991

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10

00/00/0000

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$991

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10

Date

4/29/2021

1/27/2021

12/10/2020

00/00/0000

00/00/0000

Exit

IPO

IPO

IPO

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Companies

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Valuation

$991

$991

$991

$991

$991

Acquirer

Public

Public

Public

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Sources

1

1

1

10

10

Oaktree Capital Management Acquisitions

81 Acquisitions

Oaktree Capital Management acquired 81 companies. Their latest acquisition was Sanlam on September 20, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

9/20/2021

$991

Acquired

4

8/6/2021

Acq - Fin

1

6/7/2021

Shareholder Liquidity

Shareholder Liquidity

1

3/16/2021

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$99M

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10

1/26/2021

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$99M

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10

Date

9/20/2021

8/6/2021

6/7/2021

3/16/2021

1/26/2021

Investment Stage

Shareholder Liquidity

Companies

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Valuation

$991

Total Funding

$99M

$99M

Note

Acquired

Acq - Fin

Shareholder Liquidity

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Sources

4

1

1

10

10

Oaktree Capital Management Fund History

107 Fund Histories

Oaktree Capital Management has 107 funds, including Oaktree Employee Investment Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

11/30/2020

Oaktree Employee Investment Fund

$0.23M

8

8/20/2020

PE Premier Oaktree Opportunities XI Offshore Feeder

$68.82M

1

8/5/2020

Oaktree Opportunities Fund XI Feeder 3 (Cayman)

$775M

1

7/22/2020

Oaktree Mezzanine Fund V Feeder (ICI) (Cayman)

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$99M

10

7/22/2020

Oaktree Mezzanine Fund V Feeder (Cayman)

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$99M

10

Closing Date

11/30/2020

8/20/2020

8/5/2020

7/22/2020

7/22/2020

Fund

Oaktree Employee Investment Fund

PE Premier Oaktree Opportunities XI Offshore Feeder

Oaktree Opportunities Fund XI Feeder 3 (Cayman)

Oaktree Mezzanine Fund V Feeder (ICI) (Cayman)

Oaktree Mezzanine Fund V Feeder (Cayman)

Fund Type

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Status

Amount

$0.23M

$68.82M

$775M

$99M

$99M

Sources

8

1

1

10

10

Oaktree Capital Management Partners & Customers

8 Partners and customers

Oaktree Capital Management has 8 strategic partners and customers. Oaktree Capital Management recently partnered with American Industrial Partners on February 2, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

2/17/2021

Partner

American Industrial Partners

United States

American Industrial Partners and Oaktree Announce Strategic Partnership in Rand Logistics

`` On behalf of management and Rand Logistics , Inc. 's employees , we could not have anticipated a better addition to an already excellent partnership with AIP than Oaktree Capital Management , '' said Dave Foster , CEO of Rand Logistics , Inc. .

1

10/29/2018

Partner

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10

6/23/2017

Partner

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10

4/22/2016

Partner

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10

3/31/2016

Partner

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10

Date

2/17/2021

10/29/2018

6/23/2017

4/22/2016

3/31/2016

Type

Partner

Partner

Partner

Partner

Partner

Business Partner

American Industrial Partners

Country

United States

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News Snippet

American Industrial Partners and Oaktree Announce Strategic Partnership in Rand Logistics

`` On behalf of management and Rand Logistics , Inc. 's employees , we could not have anticipated a better addition to an already excellent partnership with AIP than Oaktree Capital Management , '' said Dave Foster , CEO of Rand Logistics , Inc. .

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Sources

1

10

10

10

10

Oaktree Capital Management Service Providers

4 Service Providers

Oaktree Capital Management has 4 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Acq - Fin

Investment Bank

Financial Advisor

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Service Provider

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Associated Rounds

Acq - Fin

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Provider Type

Investment Bank

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Service Type

Financial Advisor

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Partnership data by VentureSource

Oaktree Capital Management Team

41 Team Members

Oaktree Capital Management has 41 team members, including current Chief Executive Officer, Jay Wintrob.

Name

Work History

Title

Status

Jay Wintrob

Chief Executive Officer

Current

Bruce A Karsh

President

Current

David Kirchheimer

Chief Financial Officer

Current

Federico Canciani

Senior Vice President

Current

Robert C. LaRoche

Senior Vice President

Current

Name

Jay Wintrob

Bruce A Karsh

David Kirchheimer

Federico Canciani

Robert C. LaRoche

Work History

Title

Chief Executive Officer

President

Chief Financial Officer

Senior Vice President

Senior Vice President

Status

Current

Current

Current

Current

Current

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