Oaktree Capital Management Review


Trust Score 84%
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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 197 advisors. Oaktree Capital Management manages $110 billion and provides investment advisory services for 3 clients (1:1 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 23 years

Considerations


  • There is only one licensed advisor for every 1 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Firm has a disciplinary history

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History Yes
Total AUM $110 billion
Average Account AUM $36,823,846,042
Hybrid Advisor Yes
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $2,000,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:1
Headquarters Los Angeles, CA
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