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OAKTREE CAPITAL MANAGEMENT, L.P.

LOS ANGELES, CA · CRD 106793 · IAPD ↗ · 213-830-6300

$183.29BRegulatory AUM
282Advisory reps
905Employees
17Clients
n/aPlanning clients
284Private funds
4States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — OAKTREE CAPITAL MANAGEMENT, L.P. added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — OAKTREE CAPITAL MANAGEMENT, L.P. added office(s): 14 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
81
April 2026 — OAKTREE CAPITAL MANAGEMENT, L.P. grew from 271 to 282 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — OAKTREE CAPITAL MANAGEMENT, L.P. shrank from 277 to 271 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
October 2024 — OAKTREE CAPITAL MANAGEMENT, L.P.'s Item 11 disclosure-reporting entries rose by 3 (3 -> 6).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — OAKTREE CAPITAL MANAGEMENT, L.P. shrank from 284 to 277 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — OAKTREE CAPITAL MANAGEMENT, L.P. added office(s): 11 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.