Brookfield Oaktree Holdings, LLC (OAK-PA) — SEC Filings
Brookfield Oaktree Holdings, LLC (OAK-PA) — 1 SEC filings. Latest: 10-K (Mar 24, 2026). Sentiment: mixed. Includes 1 10-K. Overall sentiment: mixed.
View Brookfield Oaktree Holdings, LLC on SEC EDGAR
Overview
Brookfield Oaktree Holdings, LLC (OAK-PA) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-K filed on Mar 24, 2026: Brookfield Oaktree Holdings, LLC (BOH) filed its 10-K for the fiscal year ended December 31, 2025, detailing its role as a holder of Credit, Real Estate, and Equity investments managed by Oaktree Capital Management, L.P. and Brookfield Asset Management Ltd. BOH directly invests in funds and holds an
Sentiment Summary
Across 1 filings, the sentiment breakdown is: 1 mixed. The dominant filing sentiment for Brookfield Oaktree Holdings, LLC is mixed.
Filing Type Overview
Brookfield Oaktree Holdings, LLC (OAK-PA) has filed 1 10-K with the SEC between Mar 2026.
Recent SEC Filings (1)
| Date | Form | Description | Risk |
|---|---|---|---|
| Mar 24, 2026 | 10-K | Brookfield Oaktree Details Complex Structure, Fund Performance in 10-K | high |
Risk Profile
Risk Assessment: Of OAK-PA's 1 recent filings, 1 were flagged as high-risk, 0 as medium-risk, and 0 as low-risk. The overall risk profile suggests elevated risk that warrants close monitoring.
Industry Context
Brookfield Oaktree Holdings, LLC operates within the alternative asset management industry, a sector characterized by specialized investment strategies in credit, real estate, and equity. The industry is highly competitive, with key players like Oaktree and Brookfield Asset Management focusing on value-oriented and risk-controlled approaches. Trends include increasing demand for alternative investments from institutional investors seeking diversification and yield, alongside evolving regulatory landscapes.
Top Tags
Alternative Assets (1) · Preferred Units (1) · Investment Management (1) · Brookfield (1) · Oaktree (1) · Financial Restructuring (1) · SEC Filings (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Economic interest in Oaktree Capital I | 74% | Represents BOH's significant indirect exposure to Oaktree's fund performance. |
| Year of Mergers with Brookfield affiliates | 2019 | Significantly altered BOH's ownership and operational structure. |
| Year of internal Oaktree reorganization | 2022 | Facilitated separation of Brookfield's capital and asset management businesses. |
| Class A units outstanding | 118,832,320 | As of March 24, 2026, indicating the common equity base. |
| Class B units outstanding | 41,558,979 | As of March 24, 2026, representing another class of equity. |
| Series A preferred unit coupon | 6.625% | Fixed distribution rate for OAK-PA preferred unitholders. |
| Series B preferred unit coupon | 6.550% | Fixed distribution rate for OAK-PB preferred unitholders. |
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Frequently Asked Questions
What are the latest SEC filings for Brookfield Oaktree Holdings, LLC (OAK-PA)?
Brookfield Oaktree Holdings, LLC has 1 recent SEC filings from Mar 2026, including 1 10-K. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of OAK-PA filings?
Across 1 filings, the sentiment breakdown is: 1 mixed. The dominant sentiment is mixed.
Where can I find Brookfield Oaktree Holdings, LLC SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Brookfield Oaktree Holdings, LLC (OAK-PA) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Brookfield Oaktree Holdings, LLC?
Key financial highlights from Brookfield Oaktree Holdings, LLC's most recent 10-K include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for OAK-PA?
The investment thesis for OAK-PA includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Brookfield Oaktree Holdings, LLC?
Executive information for Brookfield Oaktree Holdings, LLC is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Brookfield Oaktree Holdings, LLC stock?
Of OAK-PA's 1 assessed filings, 1 were flagged high-risk, 0 medium-risk, and 0 low-risk.
What are recent predictions and forward guidance from Brookfield Oaktree Holdings, LLC?
Forward guidance and predictions for Brookfield Oaktree Holdings, LLC are extracted from SEC filings as they are enriched.