Oaktree Capital Management is a prominent American global asset management firm specializing in alternative investment strategies. With a focus on credit, private equity, real assets, and listed equities, Oaktree manages $172 billion across various stages and sectors. The firm typically engages in post-IPO debt, private equity, and debt financing rounds, with investments ranging from seed to Series D and beyond.
Notable portfolio companies include Airbnb, BioXcel Therapeutics, Cvent, and Thrasio. Key decision-makers at Oaktree include co-founders Howard Marks and Bruce Karsh, who serve as co-chairman and CIO, respectively. The firm's investment philosophy emphasizes superior returns with controlled risk and high integrity. Oaktree offers unique value-add services such as strategic guidance and operational support to its portfolio companies, leveraging its extensive industry expertise and global network.
Oaktree Capital Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Total Investments40
Current Portfolio Count30
Total Portfolio Exits1
Top Investment Stages
Debt Financing7 (24.1%)
Post Ipo Debt7 (24.1%)
Private Equity7 (24.1%)
Post Ipo Equity4 (13.8%)
Seed4 (13.8%)
Stage Mix
Debt Financing 24%Post Ipo Debt 24%Private Equity 24%Post Ipo Equity 14%Seed 14%
Concentration shown as share of disclosed investments by stage.
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Oaktree Capital Management - Classification
- Also Known As
- Oaktree Capital Management, L.P.
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
- 6280Services Allied With The Exchange Of Securities Or Commodities
- 6282Investment Advice
- ISIC
- 6619Other activities auxiliary to financial service activities
- 6630Fund management activities
Show 10 more industry codes
- NAICS
- 525000Funds, Trusts, and Other Financial Vehicles
- 523910Miscellaneous Intermediation
- 523940Portfolio Management and Investment Advice
- SIC
- 5000Wholesale Trade-durable Goods
- 6000Depository Institutions
- 6700Holding And Other Investment Offices
- 6720Investment Offices
- 6790Miscellaneous Investing
- 6722Management Investment Offices, Open-end
- 6799Investors, Not Elsewhere Classified