Oaktree Capital Management key facts
- Oaktree Capital Management is a asset manager based in Los Angeles, California with 18 tracked portfolio companies.
- Notable positions include HealthEdge, Cult.Fit, HealthCare.com.
- The team roster lists 301 people.
- Oaktree Capital Management reports $148.8B in regulatory assets under management across 281 private funds, per its SEC Form ADV (2026-03).
About Oaktree Capital Management
Founded in 1995, Oaktree Capital Management is an asset manager firm headquartered in Los Angeles, California. The firm prefers investing in public equity, private equity, infrastructure, real estate, fixed-income markets, and alternative asset markets with a focus on crude petroleum, natural gas, coal, consumable fuels, environmental facilities services, cargo or container ships, consumer durables, apparel, movies, entertainment, retailing, beverages, food products, specialized finance, real estate, and electric utilities sectors. This firm is a Registered Investment Adviser (RIA).
Investment focus
Its SEC Form ADV lists $149 billion in regulatory assets under management across 281 private funds (Mar 2026).
Oaktree Capital Management portfolio at a glance
18 portfolio companies are on record for Oaktree Capital Management, including HealthEdge, Cult.Fit and HealthCare.com.
6 of the 18 carry a recorded valuation.
Oaktree Capital Management team
301 people are on record at Oaktree Capital Management: 215 managing partners, 6 advisors, 5 partners, 3 principals and 72 others. Senior names include Aaron Greenberg (Managing Director), Adam Gray (Managing Director) and Alan Adler (Managing Director). 301 of them have a verified direct contact on file.
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Oaktree Capital Management at the SEC
Form ADV · 2026-03 · CRD 106793- Regulatory AUM
- $148.8B
- Private fund assets
- $107.1B
- Private funds
- 281 · 7 private equity, 220 hedge, 15 other
- Staff
- 905
- Registered office
- LOS ANGELES, CA
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as OAKTREE CAPITAL MANAGEMENT, L.P.).
- ·The top 10 names in the book — of 18 recorded positions
- ·Watchlist + alerts for Oaktree Capital Management's activity
Portfolio
18 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| HealthEdge | — | ▮ | ▮ | ▮ |
| Cult.Fit | — | ▮ | ▮ | ▮ |
| HealthCare.com | — | ▮ | ▮ | ▮ |
+ 15 more companies · all 18, priced and dated or a free account shows the top 10 names — no card Membership and data by Private Market View | ||||
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Oaktree Capital Management
- What companies does Oaktree Capital Management invest in?
- Oaktree Capital Management has 18 recorded portfolio companies, including HealthEdge, Cult.Fit, HealthCare.com.
- What is Oaktree Capital Management's AUM?
- Oaktree Capital Management manages approximately $218.0B in assets.