# Brookfield Oaktree Holdings, LLC (OAK-PA)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/brookfield-oaktree-holdings-llc/ JSON: https://steadybase.io/company/brookfield-oaktree-holdings-llc.json Checked Nov 10, 2026. Latest filing read: Aug 11, 2026.

## Company

- Legal name: Brookfield Oaktree Holdings, LLC
- Ticker: OAK-PA, OAK-PB (NYSE, NYSE)
- SEC CIK: 0001403528
- Industry: Investment Advice (SIC 6282)
- Headquarters: Los Angeles, CA
- Fiscal year ends: December 31
- SEC filer category: Non-accelerated filer
- Website: brookfieldoaktreeholdings.com
- LinkedIn: https://www.linkedin.com/company/brookfield-oaktree-wealth-solutions-llc
- Next earnings date: Nov 11, 2026 (estimated from past 8-K timing)

## Key facts

- Revenue: $679.5M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 24, 2026). Source: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/0001403528-26-000006-index.html
- Net income: $249.2M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 24, 2026). Source: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/0001403528-26-000006-index.html
- SG&A: $3.2M for the fiscal year ended Dec 31, 2025 (10-K filed Mar 24, 2026). Source: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/0001403528-26-000006-index.html
- Auditor: Ernst & Young LLP, Los Angeles, California, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm

## Business

P. and Brookfield Asset Management Ltd.P. (“Oaktree Capital I”), which holds a majority of Oaktree’s investments in Oaktree funds.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm

## Annual results

| Fiscal year ended | Revenue | Net income | SG&A |
|---|---|---|---|
| Dec 31, 2025 | $679.5M | $249.2M | $3.2M |
| Dec 31, 2024 | $778.0M | $307.5M | $3.2M |
| Dec 31, 2023 | $688.8M | $221.2M | $5.6M |
| Dec 31, 2022 | $1.1B | $203.6M | $24.5M |
| Dec 31, 2021 | $1.5B | $631.7M | $21.7M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/brookfield-oaktree-holdings-llc.json

## Officers and directors

- Nicholas H. Goodman, Chief Executive Officer. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- Karly Evelyn Dyck, Chief Financial Officer. Source: Form 3 filed Aug 3, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000074/0001403528-26-000074-index.htm
- Mathieu Tighe Herrington, Chief Financial Officer. Source: Form 3 filed Aug 3, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000076/0001403528-26-000076-index.htm
- Daniel D. Levin, Chief Financial Officer and Secretary. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- Bruce A. Karsh, Director and Co-Chairman. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- Howard S. Marks, Director and Co-Chairman. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- John B. Frank, Director and Vice Chairman. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- Bruce Flatt, Director. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- Depelsha T. McGruder, Director. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- Justin B. Beber, Director. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- Mansco Perry, Director. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- Marna C. Whittington, Director. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- Sheldon M. Stone, Director. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- Steven J. Gilbert, Director. Source: 10-K filed Mar 24, 2026, https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm

## Recent 8-K events

- Aug 3, 2026: Item 2.01, Completion of acquisition or disposition of assets; Item 5.02, Departure or appointment of directors or officers; compensation; Item 5.03, Amendments to articles or bylaws; change in fiscal year; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000068/oak-20260731.htm
- Apr 27, 2026: Item 1.01, Entry into a material definitive agreement; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000019/oak-20260420.htm
- Apr 20, 2026: Item 1.01, Entry into a material definitive agreement; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000015/oak-20260414.htm
- Oct 14, 2025: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1403528/000119312525237852/d23281d8k.htm
- Jul 1, 2024: Item 1.01, Entry into a material definitive agreement; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1403528/000140352824000036/oak-20240701.htm
- Mar 5, 2024: Item 5.02, Departure or appointment of directors or officers; compensation; Item 7.01, Regulation FD disclosure; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1403528/000119312524059419/d748007d8k.htm
- Jun 29, 2023: Item 1.01, Entry into a material definitive agreement; Item 5.02, Departure or appointment of directors or officers; compensation; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1403528/000140352823000045/oak-20230623.htm
- Feb 16, 2023: Item 5.02, Departure or appointment of directors or officers; compensation; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1403528/000119312523041091/d408167d8k.htm
- Dec 20, 2022: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1403528/000119312522309217/d425531d8k.htm
- Dec 6, 2022: Item 1.01, Entry into a material definitive agreement; Item 2.01, Completion of acquisition or disposition of assets; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1403528/000119312522299474/d420145d8k.htm

## Insider trades (Form 4)

- May 21, 2026: Steven J. Gilbert (Director) bought 1,354 shares, about $28,123. Source: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000031/0001403528-26-000031-index.htm

## Latest filings

- 8-K filed Aug 3, 2026: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000068/oak-20260731.htm
- 10-K filed Mar 24, 2026: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm
- 10-Q filed Aug 11, 2026: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000085/oak-20260630.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/