Brookfield Oaktree Holdings, LLC.
- OAK-PA · NYSE
- Investment Advice
- Los Angeles, CA
- CIK 0001403528
Updated from SEC filings through
Top things to know
Executives
- Nicholas H. Goodman Chief Executive Officer 10-K, 2026-03-24
- Karly Evelyn Dyck Chief Financial Officer 3, 2026-08-03
- Mathieu Tighe Herrington Chief Financial Officer 3, 2026-08-03
- Daniel D. Levin Chief Financial Officer and Secretary 10-K, 2026-03-24
Brookfield Oaktree Holdings, LLC is a U.S. public company in investment advice (SIC 6282), headquartered in Los Angeles, CA. It trades as OAK-PA on NYSE. Revenue was $680M in the fiscal year ending December 31, 2025, -12.6% from the year before. Nicholas H. Goodman is Chief Executive Officer.
Five-year financials
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $680M 10-K, 2026-03-24 | $778M 10-K, 2026-03-24 | $689M 10-K, 2026-03-24 | $1.1B 10-K, 2025-03-20 | $1.5B 10-K, 2024-03-21 |
| Operating income | Not on file | Not on file | Not on file | Not on file | Not on file |
| SG&A | $3.2M 10-K, 2026-03-24 | $3.2M 10-K, 2026-03-24 | $5.6M 10-K, 2026-03-24 | $24.5M 10-K, 2025-03-20 | $21.7M 10-K, 2024-03-21 |
| Net income | $249M 10-K, 2026-03-24 | $308M 10-K, 2026-03-24 | $221M 10-K, 2026-03-24 | $204M 10-K, 2025-03-20 | $632M 10-K, 2024-03-21 |
Annual figures from XBRL in each company's own filings. Click a figure to open the filing. SG&A marked derived is general and administrative plus selling and marketing.
Leadership and board
| Name | Title | Source |
|---|---|---|
| Nicholas H. Goodman | Chief Executive Officer | 10-K, 2026-03-24 |
| Karly Evelyn Dyck | Chief Financial Officer | 3, 2026-08-03 |
| Mathieu Tighe Herrington | Chief Financial Officer | 3, 2026-08-03 |
| Daniel D. Levin | Chief Financial Officer and Secretary | 10-K, 2026-03-24 |
| Bruce A. Karsh | Director and Co-Chairman | 10-K, 2026-03-24 |
| Howard S. Marks | Director and Co-Chairman | 10-K, 2026-03-24 |
| John B. Frank | Director and Vice Chairman | 10-K, 2026-03-24 |
| Bruce Flatt | Director | 10-K, 2026-03-24 |
| Depelsha T. McGruder | Director | 10-K, 2026-03-24 |
| Justin B. Beber | Director | 10-K, 2026-03-24 |
| Mansco Perry | Director | 10-K, 2026-03-24 |
| Marna C. Whittington | Director | 10-K, 2026-03-24 |
| Sheldon M. Stone | Director | 10-K, 2026-03-24 |
| Steven J. Gilbert | Director | 10-K, 2026-03-24 |
What Brookfield Oaktree Holdings, LLC does
P. and Brookfield Asset Management Ltd.P. (“Oaktree Capital I”), which holds a majority of Oaktree’s investments in Oaktree funds.
Item 1. Business, 10-K for the year ending December 31, 2025
Shares and governance
| Public float | $0 (as of June 30, 2025) | 10-K, March 24, 2026 |
|---|---|---|
| Reportable segments | 1 (period ending June 30, 2026) | 10-Q, August 11, 2026 |
| Auditor | Ernst & Young LLP (Los Angeles, California) | Latest 10-K |
Insider trades
Open-market buys and sales by officers and directors, from Forms 4 and 5. One row per filing.
| Date | Insider | Trade | Shares | Value | Source |
|---|---|---|---|---|---|
| May 21, 2026 | Steven J. Gilbert Director | Buy | 1,354 | $28K | Form 4, May 26, 2026 |
Recent 8-K events
- 8-K filed 2026-08-03
- 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
- 8-K filed 2026-04-27
- Item 1.01 Entry into a material definitive agreement
- 8-K filed 2026-04-20
- Item 1.01 Entry into a material definitive agreement
- 8-K filed 2025-10-14
- Item 8.01 Other events
- 8-K filed 2024-07-01
- Item 1.01 Entry into a material definitive agreement
- Item 8.01 Other events
- 8-K filed 2024-03-05
- Item 5.02 Departure or appointment of directors or officers; compensation
- Item 7.01 Regulation FD disclosure
- Item 8.01 Other events
- 8-K filed 2023-06-29
- Item 1.01 Entry into a material definitive agreement
- Item 5.02 Departure or appointment of directors or officers; compensation
- 8-K filed 2023-02-16
- Item 5.02 Departure or appointment of directors or officers; compensation
- 8-K filed 2022-12-20
- Item 8.01 Other events
- 8-K filed 2022-12-06
- Item 1.01 Entry into a material definitive agreement
- Item 2.01 Completion of acquisition or disposition of assets
Frequently asked questions about Brookfield Oaktree Holdings, LLC
- What does Brookfield Oaktree Holdings, LLC do?
- In its own words, from Item 1 of its 10-K: "P. and Brookfield Asset Management Ltd.P. (“Oaktree Capital I”), which holds a majority of Oaktree’s investments in Oaktree funds."
- What is Brookfield Oaktree Holdings, LLC's revenue?
- $680M for the fiscal year ending December 31, 2025, from its 10-K filed March 24, 2026.
- Is Brookfield Oaktree Holdings, LLC profitable?
- Brookfield Oaktree Holdings, LLC reported net income of $249M for the fiscal year ending December 31, 2025.
- Who is the CEO of Brookfield Oaktree Holdings, LLC?
- Nicholas H. Goodman, Chief Executive Officer, as named in a 10-K filed March 24, 2026.
- Who is the CFO of Brookfield Oaktree Holdings, LLC?
- Karly Evelyn Dyck, Chief Financial Officer, as named in a 3 filed August 3, 2026.
- Where is Brookfield Oaktree Holdings, LLC headquartered?
- Los Angeles, CA.
- What is Brookfield Oaktree Holdings, LLC's stock ticker?
- OAK-PA, OAK-PB on NYSE.
- What industry is Brookfield Oaktree Holdings, LLC in?
- Investment Advice, SIC code 6282.
- What is Brookfield Oaktree Holdings, LLC's website?
- brookfieldoaktreeholdings.com.
- When does Brookfield Oaktree Holdings, LLC report earnings next?
- November 11, 2026. Source: estimate_10q_cadence.
- Is Brookfield Oaktree Holdings, LLC a public company?
- Yes. Brookfield Oaktree Holdings, LLC files with the SEC under CIK 0001403528 and trades as OAK-PA.
- Who audits Brookfield Oaktree Holdings, LLC?
- Ernst & Young LLP, Los Angeles, California, as named in its latest annual report (10-K).
- What is Brookfield Oaktree Holdings, LLC's public float?
- $0 as of June 30, 2025, as reported on the cover of its 10-K filed March 24, 2026.
- How many business segments does Brookfield Oaktree Holdings, LLC report?
- 1 reportable segment for the period ending June 30, 2026, from its 10-Q filed August 11, 2026.
- Have Brookfield Oaktree Holdings, LLC insiders traded stock recently?
- Since May 21, 2026, officers and directors reported 0 open-market sales and 1 purchase worth about $28K on Forms 4 and 5. The most recent: Steven J. Gilbert (Director) bought 1,354 shares on May 21, 2026.