Oaktree Capital Management
Investments
121Portfolio Exits
56Funds
110Partners & Customers
10Service Providers
3About Oaktree Capital Management
Oaktree Capital Management (NYSE: OAK-B) 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.
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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 Apr 5, 2022.
Apr 5, 2022 report
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Latest Oaktree Capital Management News
May 3, 2023
0 Demarest Advogados advised Oaktree Capital Management, as investor, in the management and governance reorganization of Triple A Fundo de Investimento Imobiliário considering the resignation of BlueMacaw Gestora de Recursos from the management of the fund and the process to hire Huma Capital as specialized consultant of the fund and future manager. Demarest relied on leading partner Leticia Galdino Wanderley (pictured left) and partners Carol Audi (pictured top right), Thiago Giantomassi (pictured bottom right) and lawyer Marcela Venturacci. thelatinamericanlawyer.com The Latin American Lawyer is a bimonthly digital magazine, published by Iberian Legal Group, available in Spanish and Brazilian Portuguese. It represents the main source of information in the legal business sector in America Latina. The digital magazine – and its portal – address to the protagonists of law firms and in-house lawyers. The magazine is available for free on the website and on Google Play and App Store. In every issue of the magazine, you will find rankings of lawyers, special report on trends, interviews, information about deals and their advisors. For further information, please visit the Group’s website www.lcpublishinggroup.com
Oaktree Capital Management Investments
121 Investments
Oaktree Capital Management has made 121 investments. Their latest investment was in LATAM Airlines Group as part of their Corporate Minority - P2P - IV on December 12, 2022.
Oaktree Capital Management Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
12/14/2022 | Corporate Minority - P2P - IV | LATAM Airlines Group | $4,250M | Yes | Banco Santander, Knighthead Capital Management, Oaktree Capital Management, and Undisclosed Investors | 1 |
11/28/2022 | Unattributed - II | RedCat Pub | No | 1 | ||
9/8/2022 | Debt | Delta Financial Group | Yes | 1 | ||
4/19/2022 | PIPE | |||||
2/22/2022 | Debt |
Date | 12/14/2022 | 11/28/2022 | 9/8/2022 | 4/19/2022 | 2/22/2022 |
|---|---|---|---|---|---|
Round | Corporate Minority - P2P - IV | Unattributed - II | Debt | PIPE | Debt |
Company | LATAM Airlines Group | RedCat Pub | Delta Financial Group | ||
Amount | $4,250M | ||||
New? | Yes | No | Yes | ||
Co-Investors | Banco Santander, Knighthead Capital Management, Oaktree Capital Management, and Undisclosed Investors | ||||
Sources | 1 | 1 | 1 |
Oaktree Capital Management Portfolio Exits
56 Portfolio Exits
Oaktree Capital Management has 56 portfolio exits. Their latest portfolio exit was Railpool on May 04, 2023.
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 |
|---|---|---|---|---|---|
5/4/2023 | Corporate Majority | 2 | |||
2/27/2023 | Corporate Majority | 1 | |||
2/16/2023 | Corporate Majority - III | 1 | |||
Date | 5/4/2023 | 2/27/2023 | 2/16/2023 | ||
|---|---|---|---|---|---|
Exit | Corporate Majority | Corporate Majority | Corporate Majority - III | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 2 | 1 | 1 |
Oaktree Capital Management Acquisitions
86 Acquisitions
Oaktree Capital Management acquired 86 companies. Their latest acquisition was Enercon on February 08, 2023.
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 |
|---|---|---|---|---|---|---|
2/8/2023 | Acq - Fin - II | 5 | ||||
7/19/2022 | Acq - P2P | 1 | ||||
3/9/2022 | Acq - Fin | 5 | ||||
12/28/2021 | Other | |||||
9/20/2021 |
Date | 2/8/2023 | 7/19/2022 | 3/9/2022 | 12/28/2021 | 9/20/2021 |
|---|---|---|---|---|---|
Investment Stage | Other | ||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - Fin - II | Acq - P2P | Acq - Fin | ||
Sources | 5 | 1 | 5 |
Oaktree Capital Management Fund History
110 Fund Histories
Oaktree Capital Management has 110 funds, including Oaktree European Capital Solutions Fund III.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
4/27/2023 | Oaktree European Capital Solutions Fund III | $1,325.56M | 1 | ||
11/16/2021 | Oaktree Opportunities Fund XI | $15,900M | 1 | ||
11/30/2020 | Oaktree Employee Investment Fund | $0.23M | 8 | ||
8/20/2020 | PE Premier Oaktree Opportunities XI Offshore Feeder | ||||
8/5/2020 | Oaktree Opportunities Fund XI Feeder 3 (Cayman) |
Closing Date | 4/27/2023 | 11/16/2021 | 11/30/2020 | 8/20/2020 | 8/5/2020 |
|---|---|---|---|---|---|
Fund | Oaktree European Capital Solutions Fund III | Oaktree Opportunities Fund XI | Oaktree Employee Investment Fund | PE Premier Oaktree Opportunities XI Offshore Feeder | Oaktree Opportunities Fund XI Feeder 3 (Cayman) |
Fund Type | |||||
Status | |||||
Amount | $1,325.56M | $15,900M | $0.23M | ||
Sources | 1 | 1 | 8 |
Oaktree Capital Management Partners & Customers
10 Partners and customers
Oaktree Capital Management has 10 strategic partners and customers. Oaktree Capital Management recently partnered with Stack Infrastructure on January 1, 2022.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
1/14/2022 | Partner | United States | Oaktree Backs Stack Entry to APAC Data Centre Market with 36MW Japan Facility Stack Infrastructure , which has locations in 10 cities across North America and Canada , said it has partnered with Oaktree Capital Management to develop a two-building data centre campus in Inzai , northeast of Tokyo , which is slated for completion by the fourth quarter of 2023 as it targets hyperscale and enterprise clients in the region . | 1 | |
1/13/2022 | Partner | United States | This partnership pairs STACK Infrastructure 's global excellence in data center development and operations with Oaktree Capital Management 's leading real estate platform and local resources which enables accelerated entry into the Japanese data center market . | 1 | |
12/31/2021 | Client | United Kingdom | Oaktree Capital Group, LLC. Oaktree and 17Capital Announce Strategic Partnership The partnership will give 17Capital access to Oaktree 's deep global network and add to Oaktree 's extensive suite of private capital solutions . | 1 | |
8/2/2021 | Partner | ||||
2/17/2021 | Partner |
Date | 1/14/2022 | 1/13/2022 | 12/31/2021 | 8/2/2021 | 2/17/2021 |
|---|---|---|---|---|---|
Type | Partner | Partner | Client | Partner | Partner |
Business Partner | |||||
Country | United States | United States | United Kingdom | ||
News Snippet | Oaktree Backs Stack Entry to APAC Data Centre Market with 36MW Japan Facility Stack Infrastructure , which has locations in 10 cities across North America and Canada , said it has partnered with Oaktree Capital Management to develop a two-building data centre campus in Inzai , northeast of Tokyo , which is slated for completion by the fourth quarter of 2023 as it targets hyperscale and enterprise clients in the region . | This partnership pairs STACK Infrastructure 's global excellence in data center development and operations with Oaktree Capital Management 's leading real estate platform and local resources which enables accelerated entry into the Japanese data center market . | Oaktree Capital Group, LLC. Oaktree and 17Capital Announce Strategic Partnership The partnership will give 17Capital access to Oaktree 's deep global network and add to Oaktree 's extensive suite of private capital solutions . | ||
Sources | 1 | 1 | 1 |
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 | |
Service Provider | |||
|---|---|---|---|
Associated Rounds | Acq - Fin | ||
Provider Type | Investment Bank | ||
Service Type | Financial Advisor |
Partnership data by VentureSource
Oaktree Capital Management Team
52 Team Members
Oaktree Capital Management has 52 team members, including , .
Name | Work History | Title | Status |
|---|---|---|---|
Steven Kaplan | Founder | Current | |
Name | Steven Kaplan | ||||
|---|---|---|---|---|---|
Work History | |||||
Title | Founder | ||||
Status | Current |
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