AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $9.5 |
| Non-Discretionary | $0.0 |
| Total | $9.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $9.5 |
| Institutional | $0.0 |
| Total | $9.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT, L.P. | $161.5 | 106793 | |
| OAKTREE CAPITAL (AUSTRALIA) PTY LIMITED | $0.0 | - | |
| OAKTREE CAPITAL MANAGEMENT (INTERNATIONAL) LIMITED | $0.0 | 298018 | |
| OAKTREE CAPITAL (HONG KONG) LIMITED | $0.0 | 291167 | |
| OCM INVESTMENTS, LLC | $0.0 | broker-dealer | 128803 |
| OAKTREE CAPITAL MANAGEMENT (UK) LLP | $0.0 | 290769 | |
| OAKTREE CAPITAL MANAGEMENT PTE. LTD. | $0.0 | 291190 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
29 active
| Name | Title |
|---|---|
| VENCATACHELLUM, RODNEY, PARAMA | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER |
| MOLZ, TODD, EMMET | CHIEF OPERATING OFFICER |
| MARKS, HOWARD, STANLEY | CO-CHAIRMAN, MANAGER |
| KARSH, BRUCE, ALLEN | CO-CHAIRMAN, CHIEF INVESTMENT OFFICER, MANAGER |
| STONE, SHELDON, MICHAEL | PRINCIPAL, MANAGER |
| FRANK, JOHN, BERNKOPF | VICE CHAIRMAN, MANAGER |
| LEVIN, DANIEL, DANE | PRINCIPAL AND CHIEF FINANCIAL OFFICER |
| TING, RICHARD | GENERAL COUNSEL |
| O'LEARY, ROBERT, J | CO-CEO |
| PANOSSIAN, ARMEN, RYAN | CO-CEO |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $9.5 | $0.0 | 0% | 838 | 0 | 0% |
| 2024-04-02 | $9.5 | $0.0 | 0% | 838 | 0 | 0% |
| 2023-04-04 | $5.6 | $3.9 | 68% | 371 | 467 | 126% |
| 2022-04-01 | $4.4 | $5.1 | 115% | 294 | 544 | 185% |
| 2021-04-05 | $3.3 | $6.2 | 187% | 191 | 647 | 339% |
| 2020-04-01 | $0.3 | $9.2 | 2932% | 150 | 688 | 459% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 157 | 681 | 434% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 181 | 657 | 363% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CA, TX-01/12/2022 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV