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Oaktree Capital Management

333 South Grand Ave., 28th Floor, Los Angeles, CA, 90071, United States

Overview

Investment management focused on risk control and alternative investments.

Founded

1995

Deals · 12mo

6

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series C

Geographic focus

Australia
India
United Kingdom
United States

Sector focus

Business Development
Finance
Financial Services

Investment portfolio

25rounds
NAMEDATESIZE
Waymo
Oct 2026Participated
$5.0 BDebt
Sharon AI
Jun 2026Led
$1.6 BOther Equity
Ionic Digital
Jun 2026Led
$400 MOther Equity
Plata Card
Jun 2026Participated
$300 MDebt
Sharon AI
May 2026Led
$350 MOther Equity
SHINE Technologies
Feb 2026Participated
$240 MSeries D
Pluralsight
Aug 2024Participated
$200 MOther Equity
Healthcare.com
Feb 2022Led
$32 MSeries C
Unblocked Brands
Jan 2022Participated
$10 MSeed
Aspiration
Dec 2021Led
$315 MOther Equity
Healthcare.com
Dec 2021Led
$180 MOther Equity
Thrasio
Oct 2021Participated
$1.0 BSeries D
Waymo
Oct 2026Participated
$5.0 BDebt
Sharon AI
Jun 2026Led
$1.6 BOther Equity
Ionic Digital
Jun 2026Led
$400 MOther Equity
Plata Card
Jun 2026Participated
$300 MDebt
Sharon AI
May 2026Led
$350 MOther Equity
SHINE Technologies
Feb 2026Participated
$240 MSeries D
Pluralsight
Aug 2024Participated
$200 MOther Equity
Healthcare.com
Feb 2022Led
$32 MSeries C
Unblocked Brands
Jan 2022Participated
$10 MSeed
Aspiration
Dec 2021Led
$315 MOther Equity
Healthcare.com
Dec 2021Led
$180 MOther Equity
Thrasio
Oct 2021Participated
$1.0 BSeries D
25
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Insights

Time horizon

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Deal Distribution

Oaktree Capital Management: 25 funding rounds are recorded in the selected participation categories.All available history.
Oaktree Capital Management: 25 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed01
Series C+34
Other Equity95
Debt03

Monthly Deal Activity

Oaktree Capital Management: 25 deals are recorded across 128 months.All available history.
Oaktree Capital Management: 25 deals are recorded across 128 months. All available history
MonthDeals
Mar '161
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '181
Sep '180
Oct '181
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '190
Jun '191
Jul '191
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '201
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '201
Dec '200
Jan '210
Feb '212
Mar '211
Apr '210
May '210
Jun '210
Jul '210
Aug '211
Sep '211
Oct '212
Nov '210
Dec '212
Jan '221
Feb '221
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '241
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '261
Mar '260
Apr '260
May '261
Jun '263
Jul '260
Aug '260
Sep '260
Oct '261

Sector Breakdown

Oaktree Capital Management: Networks, Cloud & Communication is the largest displayed sector by deal count (9 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Oaktree Capital Management: Networks, Cloud & Communication is the largest displayed sector by deal count (9 deals). All available history
SectorDeals
Networks, Cloud & Communication9
Fintech9
Enterprise Software8
Health & Life Sciences6
E-Commerce & Retail4
Consumer & Lifestyle4
AI & Machine Learning4
Clean Energy & Sustainability3
Transportation & Logistics3
Hardware & Robotics3
Professional Services3
Education & Workforce2
Data, Analytics & IT2
Marketing & Advertising2
Manufacturing2
Government & Defense1
Space & Frontier Tech1
Crypto & Blockchain1
Media & Entertainment1
Food & Agriculture1

Deal Size Distribution

Oaktree Capital Management: 25 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Oaktree Capital Management: 25 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M1
$25M-$50M3
$50M-$100M1
$100M-$250M8
$250M-$500M5
$500M-$1B4
$1B+3

Deals By Geography

Oaktree Capital Management: United States has the largest recorded deal count among the displayed regions (20 deals).All available history.

Top 4 of 4 regions; European countries are grouped as Europe.

Oaktree Capital Management: United States has the largest recorded deal count among the displayed regions (20 deals). All available history
RegionDeals
United States20
India2
Europe2
Mexico1
Oaktree Capital Management: 20 co-investors are shown, with Accel sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Oaktree Capital Management: 20 co-investors are shown, with Accel sharing 2 recorded deals. All available history
Co-investorShared deals
Accel2
Advent International2
Ares Management2
AXIS Capital2
Chiratae Ventures2
Deerfield Management2
Diameter Capital Partners2
Fidelity Management & Research Company2
Goldman Sachs2
Kalaari Capital2
Link Ventures2
Owl Rock2
PEAK6 Strategic Capital2
Second Alpha2
21 Shares1
Apollo1
Assembled Brands1
Attestor1
B Capital Group1
Bain Capital Credit1

Investment Strategy

Oaktree Capital Management: Led accounts for 48% and participating for 52% of round participation.All available history.
Oaktree Capital Management: Led accounts for 48% and participating for 52% of round participation. All available history
CategoryDeals (count)Share (%)
Led1248%
Participating1352%
Oaktree Capital Management: Single-lead accounts for 67% and co-led for 33% of lead dynamics.All available history.
Oaktree Capital Management: Single-lead accounts for 67% and co-led for 33% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead867%
Co-led433%

Team

Armen Panossian

Co-Chief Executive Officer

Brook Hinchman

Managing Director

Bruce Karsh

Co-Chairman and Chief Investment Officer

Eric Johnson

Managing Director

Howard Marks

Co-Chairman

Ian Schapiro

Managing Director & Portfolio Manager

Jimmy Lee
Michael Cardito

Managing Director and Co-Portfolio Manager, Oaktree’s GFI Energy Group

Michael Deng

Vice President

Rana Mitra