Brookfield Oaktree Holdings, LLC

Brookfield Oaktree Holdings, LLC announced the consummation of its acquisition transactions and significant changes to its board of directors and executive leadership.

Brookfield Oaktree Holdings, LLC has completed a distribution in kind of 100 Common Shares of OCG NTR Holdings LLC to an affiliate.

Brookfield Oaktree Holdings, LLC has entered into a definitive agreement to acquire all outstanding limited partnership interests and equity awards of Oaktree Capital Group Holdings, L.P., Oaktree Equity Plan, L.P., and Oaktree Equity Plan II, L.P.

Brookfield announced a proposed transaction to acquire the remaining 26% interest in Oaktree for approximately $3 billion, aiming to fully integrate the premier credit manager.

Brookfield Oaktree Holdings, LLC announced an internal reorganization of Oaktree Capital I, L.P., changing its General Partner to a newly formed subsidiary.

Oaktree Capital Group is set to undergo a series of changes including a new CEO, a name change to Brookfield Oaktree Holdings, LLC, and an internal restructuring, all aimed at streamlining its governance structure.

Brookfield Oaktree Holdings, LLC reported a net income of $32.4 million for Class A unitholders in Q1 2026, a significant improvement from a loss of $11.8 million in Q1 2025, driven by unrealized investment gains.

Brookfield Oaktree Holdings, LLC reported increased net income for Q3 2025 but a significant decline for the nine months, alongside the announcement of Brookfield's full acquisition of Oaktree.

Brookfield Oaktree Holdings reports a significant decline in Q2 2025 net income attributable to Class A unitholders, primarily due to unrealized investment losses and the impact of the 2024 Restructuring.

Brookfield Oaktree Holdings' Q1 2025 results reflect a net loss attributable to Class A unitholders, impacted by the deconsolidation of Oaktree Capital I and market volatility.

Brookfield Oaktree Holdings' Q3 2024 results reflect the impact of the Oaktree Capital I deconsolidation, with increased interest and dividend income partially offsetting the loss of incentive income.

Brookfield Oaktree Holdings' Q2 2024 results show an increase in incentive income and strategic realignments impacting financial reporting.

Brookfield Oaktree Holdings, LLC reports its annual financial results for 2025, highlighting significant restructuring impacts, AUM growth, and a pending full acquisition by Brookfield.

Brookfield Oaktree Holdings' 2024 results highlight a shift in financial structure and growth in assets under management to $201.8 billion.

Oaktree Capital Management and its affiliates have amended their note purchase agreement to include Oaktree Cayman as an obligor and affiliate guarantor, while also updating financial reporting and covenant compliance terms.

Steven J. Gilbert, a Director at Brookfield Oaktree Holdings, LLC, reported a transaction involving the sale of Series A Preferred stock.

Brookfield and related entities have reduced their holdings in Brookfield Real Estate Income Trust through a series of transactions, resulting in them no longer being considered beneficial owners of more than 10% of the Issuer's securities.

OCM Growth Holdings LLC, a major shareholder in Runway Growth Finance Corp., sold 400,000 shares of common stock at $11.90 per share on June 10, 2024.

Director Perry Mansco III sold 1,000 shares of Brookfield Oaktree Holdings, LLC Series A Preferred stock at $21.65 per share on June 5, 2024.

Brookfield and Oaktree related entities jointly file an amended SEC Form 4/A, reporting the acquisition of 6,376 shares of Battalion Oil Corp's Series A-4 Redeemable Convertible Preferred Stock for approximately $6.2 million.

OCM Growth Holdings LLC and related entities sold 4,312,500 shares of Runway Growth Finance Corp. common stock for $49,593,750 in a block trade on May 14, 2024.