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Deal Pack: Oaktree Capital Management

Generated Feb 2, 2026v202602020738Enterprise

AUM

$17B

Strategy

Real Estate

US, US

Founded

N/A

Employees

N/A

Ownership

independent

Layer 1: Proprietary Indicators

GP Health Score

Moderate

Stakeability

Moderate

N/A

Fund Performance

N/A

Talent Stability

Strong

Credit Exposure

Moderate

Regulatory Breadth

Strong

Market Momentum

Weak

Growth Trajectory

Weak

Health Score Breakdown

Component Details

fund performance

N/A/100Weight: 25%

talent stability

80/100Weight: 20%

current team size100

departed count0

retention ratio1

avg tenure yearsN/A

Source: LinkedIn career histories, team member records

credit health

65/100Weight: 15%

total fair value11228182

total par11152399

fair value to par pct100.7

top borrower concentration pct99.2

Source: BDC 10-K/10-Q portfolio filings (SEC)

regulatory compliance

85/100Weight: 10%

unique jurisdictions9

jurisdictionsADGM,Bermuda,Cayman,France,Germany,Ireland,Luxembourg,UAE,UK

active registrations30

total registrations35

Source: FCA, BaFin, AMF, CSSF, ADGM, SEC, entity registrations

market presence

45/100Weight: 15%

news mentions0

conference appearances0

domain rank128030

employer rating3.8

Source: Market intel, conference records, Tranco web rankings, Glassdoor

growth trajectory

40/100Weight: 15%

aum growth pctN/A

recent job postings0

funds currently raising0

total funds14

Source: Data changelog (AUM), hiring signals, fund filings

Layer 2: Synthesis

Executive Summary

Oaktree Capital Management shows a moderate overall health profile (score: 63/100) based on analysis of fund performance, team stability, credit exposure, regulatory breadth, market presence, and growth trajectory.
Registered across 9 jurisdictions with 30 active registrations.

Key Risks

mediumLegal

3 legal filing(s) identified

Key Strengths

Regulatory

Diversified regulatory footprint across 9 jurisdictions

Stakeability

High stakeability score (64/100) indicating attractive stake opportunity

Peer ComparisonReal Estate | 20 peers in AUM range

Firm	AUM	Stakeability
Oaktree Capital Management (this GP)	$17B	64
Pebblestone Asset Management	$51B	28
Investcorp	$50B	68
ICON Bridge	$49B	27
SCS Financial	$43B	40
Ashmore Investment Management	$41B	39
New Mountain Capital	$40B	57
BC Partners	$40B	54
Goldman Sachs Asset Management	$40B	54
Hudson Advisors	$38B	29
Starwood Capital Group	$36B	53

Layer 3: Evidence

Fund Performance (50 records)

Fund	Vintage	Strategy	Net IRR	Multiple	DPI	Source
AI-N Co-Investment II Limited Partnership	2025	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
CA Co-Investment II Limited Partnership	2025	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
Oaktree Special Situations Fund IV, L.P.	2025	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
Oaktree Cascade Investment Fund IV, L.P.	2025	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
Mastermind Digital Asset Fund, LP	2025	Digital Assets	N/A	N/A	N/A	SEC EDGAR Form D
Ares US Real Estate Fund XI, L.P.	2024	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
Ares US Real Estate Fund XI, L.P.	2024	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
Cerberus Ventures One, L.P.	2024	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
Ares Credit Secondaries (Unlevered) LP	2024	Secondaries	N/A	N/A	N/A	SEC EDGAR Form D
Oaktree London Liquid Value Opportunities Fund (VOF), L.P.	2024	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
Ares US Real Estate Fund XI, L.P.	2024	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
Cerberus All-Weather Credit Opportunities Fund, L.P.	2023	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
PACF Asia Venture Capital LP	2023	Venture Capital	N/A	N/A	N/A	SEC EDGAR Form D
ARES CREDIT SECONDARIES OFFSHORE LP	2023	Secondaries	N/A	N/A	N/A	SEC EDGAR Form D
Oaktree Real Estate Credit Income Fund Feeder (Cayman) I, L.P.	2023	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
ARES CREDIT SECONDARIES OFFSHORE LP	2023	Secondaries	N/A	N/A	N/A	SEC EDGAR Form D
Cercano Big Hat Venture Capital LP	2023	Venture Capital	N/A	N/A	N/A	SEC EDGAR Form D
Cerberus Global Residential Credit Fund, L.P.	2023	gp_search	N/A	N/A	N/A	SEC EDGAR Form D
ARES CREDIT SECONDARIES LP	2023	Secondaries	N/A	N/A	N/A	SEC EDGAR Form D
ARES CREDIT SECONDARIES (LUX) SCSP	2023	Secondaries	N/A	N/A	N/A	SEC EDGAR Form D

BDC Credit Exposure (19 borrowers)

Borrower	Fair Value	Par	BDCs	BDC Names
Grosvenor Capital Management Holdings, LLLP	$11.1M	$11.1M	1	Saratoga Investment Corp
Go Car Wash Management Corp.	$47K	$3K	2	Blackstone Secured Lending Fund, MidCap Financial Investment Corp
OTG Management, LLC	$33K	$12K	1	Oaktree Specialty Lending Corp
Cresset Capital Management, LLC(13)(26)	$8K	N/A	1	Owl Rock Capital Corp
CDC DENTAL MANAGEMENT CO., LLC	$1K	$10	1	Capital Southwest Corp
One Call Care Management Inc	$55	$35	1	FS KKR Capital Corp
MAI Capital Management LLC	$19	$13	1	FS KKR Capital Corp
Rialto Capital Management LLC	$14	$16	1	FS KKR Capital Corp
Rockefeller Capital Management LP	$12	$32	1	FS KKR Capital Corp
Eqis Capital Management, Inc.	$10	N/A	1	Trinity Capital Inc
Premier Dental Care Management, LLC	$3	N/A	1	Crescent Capital BDC Inc
Premier Dental Care Management, LLC (4)(5)	$0	N/A	1	Crescent Capital BDC Inc
Mai Capital Management Intermediate LLC (13)	N/A	$0	1	Ares Capital Corp
CCM Midco, LLC (f/k/a Cresset Capital Management, LLC)(3)(4)(8)(22)	N/A	$25K	1	Owl Rock Capital Corp
Cresset Capital Management, LLC	N/A	N/A	1	Owl Rock Capital Corp
LL Management, Inc.	N/A	N/A	1	Main Street Capital Corp
CCM Midco, LLC (f/k/a Cresset Capital Management, LLC)	N/A	N/A	1	Owl Rock Capital Corp
Management fee payable	N/A	N/A	1	New Mountain Finance Corp
MBH Management LLC	N/A	N/A	1	Stellus Capital Investment Corp

Regulatory Registrations (35)

Regulator	Country	Entity	Status	Reference
FCA	UK	Oaktree Capital Management (UK) LLP	No longer registered	550908
FCA	UK	Oaktree Capital Management Limited	No longer authorised	189880
FCA	UK	Oaktree Capital Management (Europe) LLP	No longer registered	709848
BaFin	Germany	GG Capital Management GmbH	Unknown	163436
BaFin	Germany	CL Capital Management GmbH	Unknown	155049
BaFin	Germany	BY Capital Management GmbH	Unknown	145448
AMF	France	JG CAPITAL MANAGEMENT	Active	9260
AMF	France	BDL CAPITAL MANAGEMENT	Active	8679
AMF	France	CAPITAL FUND MANAGEMENT	Active	752
CSSF	Luxembourg	AVEGA CAPITAL MANAGEMENT S.A.	Active	ESMA-AIF-40447
CSSF	Luxembourg	CRESVIA CAPITAL FUND MANAGEMENT	Active	ESMA-AIF-23367
CSSF	Luxembourg	THREESTONES CAPITAL MANAGEMENT S.A.	Active	ESMA-AIF-16552
ADGM/FSRA	UAE	F9 Capital Management Ltd	Active	220091
ADGM/FSRA	UAE	Peak Capital Management LTD	Active	210033
ADGM/FSRA	UAE	Masdar Capital Management Limited	Withdrawn	200046
france_rcs	France	2PB MANAGEMENT	Active	499352359
france_rcs	France	TIKEHAU CAPITAL ASSET MANAGEMENT GLOBAL	Active	994606804
BMA	Bermuda	Ada Capital Management Limited	Active
BMA	Bermuda	Altree Capital Ltd.	Active
BMA	Bermuda	Aspen Capital Management, Ltd	Active
BMA	Bermuda	Continental Management Limited	Active
BMA	Bermuda	Lancashire Capital Management Limited	Active
cbi_download	Ireland	Management Limited	Authorised
SEC-EDGAR-FormD	Cayman	MATRIX CAPITAL MANAGEMENT FUND (OFFSHORE) LTD.	Active	021-129891
ADGM-FSRA	ADGM	Mana Capital PC	Active	F-0024A
BMA	Bermuda	Blackwood Capital Management Limited	Active
BMA	Bermuda	Blue Capital Management Ltd.	Active
BMA	Bermuda	CAPITAL MANAGEMENT OF BERMUDA, LTD.	Active
BMA	Bermuda	Cedar Trace Capital Management Limited	Active
BMA	Bermuda	Equilibria Capital Management Limited	Active
BMA	Bermuda	Hudson Structured Capital Management Ltd.	Active
BMA	Bermuda	Lodgepine Capital Management Limited	Active
BMA	Bermuda	LODGEPINE CAPITAL MANAGEMENT LIMITED	Active
BMA	Bermuda	Members Capital Management Limited	Active
BMA	Bermuda	Mt. Logan Capital Management, Ltd.	Active

Legal Filings (3)

Optimum Communications, Inc. v. Apollo Capital Management, L.P.

District Court, S.D. New York | other | Nov 25, 2025

RULE 7.1 CORPORATE DISCLOSURE STATEMENT. Identifying Corporate Parent Ares Management Corporation, Corporate Parent Ares Management Holdings L.P. for Ares Management LLC. Document filed by Ares Management LLC..(Holley, Steven) (Entered: 12/18/2025) | ELECTRONIC SUMMONS ISSUED as to Ares Management LLC..(pc) (Entered: 11/26/2025) | REQUEST FOR ISSUANCE OF SUMMONS as to Ares Management LLC, re: 1 Complaint,. Document filed by CSC Holdings, LLC, Optimum Communications, Inc...(Branson, Joshua) (Entered: 11/25/2025)

View source

MPM Silicones, LLC, and Reorganized Debtors - Adversary Proceeding

United States Bankruptcy Court, S.D. New York | bankruptcy | Jul 8, 2014

Corporate Ownership Statement . filed by Dennis F. Dunne on behalf of Ares Management LLC. (Dunne, Dennis) (Entered: 07/30/2014) | Answer to Complaint (Related Doc # []) filed by Dennis F. Dunne on behalf of Third Avenue Value Income Fund, LP, Third Avenue Focused Credit Fund, Third Avenue High Yield Credit Fund, PWCM Master Fund Ltd., Oaktree Capital Management, L.P., Manulife Global Focused Balance Fund, Jura Limited, GSO Special Situations Fund LP, Aristeia Horizons L.P., Ares Management LLC. (Dunne, Dennis) Modified on 7/28/2014 (Rodriguez, Willie). (Entered: 07/25/2014) | Affidavit of Service of Charmaine Thomas (related document(s)56, 57, 55) filed by Dennis F. Dunne on behalf of Ares Management LLC, Aristeia Horizons L.P., Carlson Capital, L.P., D.E. Shaw Galvanic Portfolios, L.L.C., Fortress Credit Advisors LLC, GSO Special Situations Fund LP, Jura Limited, Manulife Global Focused Balance Fund, OCM OPPS MTIV Holdings, LLC, Oaktree Capital Management, L.P., PWCM Master Fund Ltd., Third Avenue Focused Credit Fund, Third Avenue High Yield Credit Fund, Third Avenu

View source

International Painters and Allied Trades Industry Pension Fund v. Miller

District Court, N.D. Texas | other | Feb 1, 2011

WAIVER OF SERVICE Returned Executed as to Ares Management LLC. Waiver sent on 2/17/2011. (Lindley, Hamilton) (Entered: 02/18/2011) | Application for Admission Pro Hac Vice with Cert. of Good Standing for Attorney Peter W. Devereaux (Filing fee $25; Receipt number 0539-3790323) filed by Ares Management LLC (Attachments: # 1 Exhibit(s) Certificate of Good Standing, # 2 Proposed Order) (Dredla, Megan) (Entered: 03/24/2011) | Application for Admission Pro Hac Vice with Cert. of Good Standing for Attorney Andrew M. Farthing (Filing fee $25; Receipt number 0539-3790336) filed by Ares Management LLC (Attachments: # 1 Exhibit(s) Certificate of Good Standing, # 2 Proposed Order) (Dredla, Megan) (Entered: 03/24/2011)

View source

Methodology

Weighted composite of 6 dimensions

fund performance: 25% - Median IRR vs strategy benchmark

talent stability: 20% - Team retention ratio + average tenure

credit health: 15% - BDC fair value as % of par + borrower concentration

regulatory compliance: 10% - Number of active registrations, legal filing count

market presence: 15% - News mentions + conference appearances + web traffic rank

growth trajectory: 15% - AUM change + hiring signals + new fund filings

Scale: 0-100, where 70+ is strong, 50-69 is moderate, below 50 is weak

Data Sources: SEC Form ADV filings, Pension fund performance reports (CalPERS, CalSTRS, WSIB, etc.), BDC 10-K/10-Q portfolio filings, FCA, BaFin, AMF, CSSF, ADGM, MAS, SFC regulatory registers, LinkedIn career histories, Market intelligence news aggregation, Conference appearance records, Tranco web traffic rankings, Glassdoor/employer rating platforms, Entity registration databases (Delaware, Cayman, Luxembourg, etc.), Hiring signal aggregation, Lobbying disclosure reports, ESG/PRI signatory data

Deal Pack generated by GP Stakes Intelligence Platform on Feb 2, 2026. Data version 202602020738.

All scores are computed algorithmically and should be used alongside independent due diligence.