[8], The firm was co-founded in 1995 by a group that had formerly worked together at the TCW Group starting in the 1980s. To invest in BAM's Oaktree business, one can invest in … Oaktree Capital Management, L.P. is located in Los Angeles, CA, United States and is part of the Financial Planners & Investment Advisers Industry. According to the company's managing director Pablo Velez, the fund should aid in "operating expertise and experience with growth platforms". Billabong International Ltd. - Australia's largest surfwear company. [18] As reported in The Washington Post on June 26, 2011, Oaktree's 17 distressed-debt funds (which do not use leverage) have averaged annual gains of 19% after fees for the past 22 years. Our Investment Philosophy consists of six enduring tenets that have remained unchanged since our founding over 20 years ago. Oaktree's current investment activities are divided across four asset classes: credit, private equity, real assets and listed equities. [9][12], Oaktree emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in distressed debt, corporate debt (including high yield debt and senior loans), control investing (including private equity and special situations), convertible securities, real estate and listed equities, with a focus on opportunities that offer a margin of safety. Subsidiaries. Incorporation or Organization ... Oaktree Capital Management (Cayman), L.P. Cayman Islands: Oaktree Capital Management (UK) LLP : United Kingdom: Oaktree Capital Management Pte. [25], Since 1995, Oaktree has created what it refers to as “step-out” strategies, usually coincident with the opening of new offices around the world. [25][28][21], In 2005 the Securities And Exchange Commission ordered Oaktree to pay a fine, interest, and disgorge profits after the SEC ruled they had "sold securities short" before the five legal business days after a public offering pricing had gone public. The Investor Relations website contains information about Oaktree Capital Group, LLC's business for stockholders, potential investors, and financial analysts. Before joining AIG, Ms. Gero was a consultant from 2003 to 2009, focusing on collateralized debt obligation investment management and investments in insurance companies. 51709 (May 19, 2005)", "Bad Asset Purchase Program Turning a Profit; DealBook", "Washington Hopes 'Vulture' Investors Will Buy Bad Assets", "Marks's Oaktree Seen Nearing $1 Billion Gain on Gundlach Bet", "Global Investment Manager Oaktree Launches $2B Non-Traded REIT", "Oaktree Is Said to Raise $4 Billion Fund to Buy Distressed European Assets", "Oaktree invests £100m in British broadband", "Oaktree Capital to try a new twist for share sale; use of Goldman market avoids regulations, doesn't cede control", "Oaktree Capital Management files for $8bn NYSE listing", "Private Goldman Exchange Officially Closes for Business", https://finance.yahoo.com/news/brookfield-asset-management-completes-acquisition-121235703.html, "Oaktree Capital Management sows seeds for listing on NYSE", "Carlyle's Flightplan: Betting On An Aviation Recovery", "Fitness First raises first external debt since restructuring", "Quadrant expands wellness empire with acquisition of Fitness First Australia", "Celebrity Fitness and Fitness First Asia set to merge", "DW Sports Scoops Up Fitness First UK For £70M", "Investissement, mais coupe claire aux Verreries de l'Orne", "Mexico's Alfa Makes $937 Million Bid for Campofrio", "Quiksilver, free from bankruptcy, talks booze and boardshorts", "Billabong Sees Revival with Oaktree-Centerbridge Debt Plan. The Memo by Howard Marks On October 12, 1990, Co-Chairman Howard Marks published his first memo to clients. [39], According to the company's published financial results, Oaktree raised $12 billion for Oaktree Opportunities Funds X and Xb (“Opps X and Xb”). Prior to joining Oaktree in 2020, Mr. Kramer was an investment analyst on the Situational Investing team at Elliott Management Corporation focused on activist equity and distressed credit opportunities. [21], In September 2020, it acquired the majority stake in Zzoomm, a UK-based telecommunications company for £100 million. [12][46] Fund structures within each asset class vary, and are organized into closed-end, open-end, or so-called “evergreen” fund types. We are committed to providing useful and timely information to public unitholders. [9][10], On March 13, 2019, Brookfield Asset Management announced that it had agreed to buy 62% of Oaktree Capital Management for about $4.7 billion. The company's distressed-debt funds are often over-subscribed, and in 2010 Oaktree turned down potential investors due to self-imposed limits on fund size. Oaktree Capital has 988 employees across 22 locations and $928.99 M in annual revenue in FY 2019. Oaktree Capital Management LP Info: Size ($ in 1000's) At 09/30/2020: $4,587,085 At 06/30/2020: $4,498,562 Combined Holding Report Includes: OAKTREE CAPITAL MANAGEMENT LP Russell Investments Group Ltd. Hartree Partners LP BROOKFIELD ASSET MANAGEMENT … List of Subsidiaries . [11][12], With headquarters in Los Angeles,[13] the firm has over 950 employees[14] and offices in 18 cities worldwide (Los Angeles; London; New York City; Hong Kong; Stamford, Connecticut; Tokyo; Luxembourg; Paris; Frankfurt; Singapore; Seoul; Beijing; Amsterdam; Dubai; Houston; Shanghai; and Sydney). Oaktree was required to put in place policies and procedures to prevent violations in the future. The Investor Relations website contains information about Oaktree Capital Group, LLC's business for stockholders, potential investors, and financial analysts. We give individual investors access to Oaktree products through our commingled investment vehicles. We provide qualified institutional investors – e.g., sovereign wealth funds, public funds, pensions funds, corporations and endowments/foundations – with a range of products focused on alternative investments and inefficient markets. They are authorised and regulated by the Financial Conduct Authority in the United Kingdom. [28][34][21][12], In recent years, the company has formed several strategic relationships. [44], On March 13, 2019, Brookfield Asset Management announced that it had agreed to buy 62% of Oaktree Capital Management for about $4.7 billion, creating one of the world’s largest alternative money managers. [10] The company was previously listed on GSTrUE, a private over-the-counter exchange run by Goldman Sachs[42] which officially ceased operations[43] in 2012 after Oaktree, along with Apollo Global Management (in 2011), de-listed and moved to the NYSE. [41], On April 12, 2012, Oaktree became a publicly traded partnership with shares listed on the NYSE. Its growth in strategies has largely focused on expanding into European and Asian markets. [16][17] In 2008, it raised $10.9 billion for what was the largest-ever distressed debt fund, its Opportunities Fund VIIb. Based in Los Angeles, California, Oaktree Capital Management is an investment management firm specializing in marketable securities and private investments. [36], Seeking investment opportunities created by the European sovereign-debt crisis,[37][38] Oaktree started its European Principal Fund III in November 2011 with committed capital of some €3 billion. [11][12]On September 30, 2019, completion of the acquisition of a majority stake by Brookfield Asset Management was announced.[45]. Oaktree is a leader among global investment managers specializing in alternative investments, with $140 billion in assets under management as of September 30, 2020. In 2018, Oaktree filed a registration statement to launch a non-traded REIT. [21] Oaktree was one of the first U.S.-headquartered alternative asset managers with dedicated European investment teams focused on credit. In 2010, Oaktree was named one of three advisors to the Russell Global Opportunistic Credit Fund and was selected as a manager for the Credit Suisse (Lux) I Fund in 2011.[25]. Oaktree Capital Management is a leading global alternative investment management firm with expertise in credit strategies. RAINTREE III/IV PROPERTY OWNER, LLC; CHARGER SHALE OIL OPERATING, LLC; AVELLEMY LIMITED; Relationship Details Business Entity Relationship Active. In 2009, Oaktree acquired a 20% stake in DoubleLine Capital, a Los Angeles-based investment firm specializing in mortgage-backed fixed income portfolios. Lobbying in 2019: $160,000. The establishment of Oaktree Capital's subsidiary in Beijing is of great significance for the further opening-up of Beijing to foreign capital, said an official with the Beijing finance regulator. Since our founding, Oaktree has been guided by a unifying set of business principles. Oaktree was founded in 1995 by a group of principals who first joined together at the TCW Group in the mid-1980s[24] to manage high yield bonds, convertible securities, distressed debt, real estate, and principal investments. [21] Like its other Opportunities funds, Fund X and Xb will focus on “market pricing inefficiencies resulting from company reorganizations and restructurings, and the senior and secured debt of operationally sound, overleveraged companies in the United States and Western Europe.”[40] New strategies, such as Strategic Credit, European Private Debt, Emerging Markets Total Return, Emerging Markets Opportunities, Value Equities, Infrastructure Investing, Real Estate Income, European High Yield Bonds and Senior Loans, Global Credit, and Middle Market Direct Lending were also added to the platform. It was Oaktree's first direct investment in a telecommunications firm. Securities offered through OCM Investments, LLC (Member, Oaktree Announces Definitive Agreement for $250 Million Senior Notes Offering, Oaktree Announces $250 Million Offering of Senior Notes, Brookfield Asset Management Completes Acquisition Of 61.2% of Oaktree Capital Management, Brookfield Asset Management and Oaktree Capital Group Announce the Anticipated Election Deadline, Brookfield Asset Management and Oaktree Capital Group Announce the Commencement of the Election Period and the Mailing of Forms of Election. EX-21.1 2 d189118dex211.htm SUBSIDIARIES OF THE REGISTRANT Exhibit 21.1 . This page was last edited on 29 November 2020, at 12:06. The Investor Relations website contains information about Oaktree Capital Group, LLC's business for stockholders, potential investors, and financial analysts. [19], Oaktree invests in 4 asset classes: credit, private equity, real assets and listed equities. [4], As of December 31, 2019, the company managed $124.7 billion[5] for its clientele which includes 73 of the 100 largest U.S. pension plans, as well as public funds, foundations, corporate and insurance companies, endowments, and sovereign wealth funds. Arroyo Capital is a wholly-owned subsidiary of funds managed by Oaktree Capital Management, L.P., a leader among global investment managers specializing in alternative investments. [23] By law, clients are required to be so-called accredited investors, however, sub-advisory relationships with mutual funds such as The Vanguard Group, Eaton Vance, and Russell Investment Group and its public funds (BDCs, Non-Traded REIT, and SICAV vehicles) provide smaller investors access to Oaktree's portfolio managers. Vice President. [9] The firm's motto is “if we avoid the losers, the winners will take care of themselves.”[15]. The Company specializes in credit and contrarian, value-oriented investing. Ltd. In 2017, Eaton Vance launched the Oaktree Diversified Credit NextShares exchange-traded managed fund with Oaktree as subadvisor. Asia Principal Opportunities (2006) followed, along with European Principal Investments (2006), European Senior Loans (2006), U.S. Senior Loans and Value Opportunities (2007), Global High Yield Bonds (2010), Emerging Markets Equities (2011), and Real Estate Debt (2012). Evan Kramer. Oaktree Capital Management is an American global asset management firm specializing in alternative investment strategies. Ashford Hospitality Limited Partnership, a Delaware limited partnership (together with certain of its direct and indirect subsidiaries and affiliates, the “Issuer” or “you”), has advised Opps AHT Holdings, LLC (“Opps”) and ROF8 AHT PT, LLC (“ROF” and, collectively with Opps, “Oaktree… Name : State or Other Jurisdiction of. 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