Oaktree Capital Management Review


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Oaktree Capital Management, federally registered in 1995, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 217 advisors. Oaktree Capital Management manages $101.3 billion and provides investment advisory services for 302 clients (1:2 advisor/client ratio). This firm has a disciplinary history (see below).

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Firm Information


Feature Value
Minimum Investment $2,000,000
Avg Account Balance $335,404,544
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $101.3 billion
Advisor / Client Ratio 1:2
Headquarters Los Angeles, CA
SEC Filings Forms and Brochures
State(s) Registered CA, CT, TX, WA


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