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10-Q/A Filing

BROOKFIELD OAKTREE HOLDINGS, LLC CIK: 1403528 Q2 2012
Filing Information
Form Type 10-Q/A
Accession Number 0001193125-12-382631
Period End Date 20120630
Filing Date 20120906
Fiscal Year 2012
Fiscal Period Q2
XBRL Instance oak-20120630.xml
Balance Sheet 54 line items
Line Item Tag Value Unit Period
Cash and cash-equivalents CashAndCashEquivalentsAtCarryingValue $297.23M USD Point-in-time
Cash and cash-equivalents CashAndCashEquivalentsAtCarryingValue $279.31M USD Point-in-time
U.S. Treasury and government agency securities DomesticTreasuryAndGovernmentAgencySecurities $376.22M USD Point-in-time
U.S. Treasury and government agency securities DomesticTreasuryAndGovernmentAgencySecurities $381.70M USD Point-in-time
Investments in limited partnerships EquityMethodInvestments $121.83M USD Point-in-time
Investments in limited partnerships EquityMethodInvestments $82.96M USD Point-in-time
Investments in limited partnerships EquityMethodInvestments $126.03M USD Point-in-time
Due from affiliates DueFromRelatedParties $31.83M USD Point-in-time
Due from affiliates DueFromRelatedParties $44.32M USD Point-in-time
Deferred tax assets DeferredTaxAssetsLiabilitiesNet $72.99M USD Point-in-time
Deferred tax assets DeferredTaxAssetsLiabilitiesNet $168.11M USD Point-in-time
Investments, at fair value InvestmentsFairValueDisclosure $38.61B USD Point-in-time
Investments, at fair value InvestmentsFairValueDisclosure $38.84B USD Point-in-time
Other assets OtherAssets $117.20M USD Point-in-time
Other assets OtherAssets $110.18M USD Point-in-time
Total assets Assets $44.77B USD Point-in-time
Total assets Assets $45.35B USD Point-in-time
Total assets Assets $44.29B USD Point-in-time
Accrued compensation expense EmployeeRelatedLiabilitiesCurrentAndNoncurrent $123.13M USD Point-in-time
Accrued compensation expense EmployeeRelatedLiabilitiesCurrentAndNoncurrent $185.60M USD Point-in-time
Accounts payable, accrued expenses and other liabilities AccountsPayableAndAccruedLiabilitiesCurrentAndNoncurrent $63.11M USD Point-in-time
Accounts payable, accrued expenses and other liabilities AccountsPayableAndAccruedLiabilitiesCurrentAndNoncurrent $48.74M USD Point-in-time
Due to affiliates DueToRelatedPartiesCurrentAndNoncurrent $57.57M USD Point-in-time
Due to affiliates DueToRelatedPartiesCurrentAndNoncurrent $140.24M USD Point-in-time
Debt obligations LongTermDebt $626.43M USD Point-in-time
Debt obligations LongTermDebt $652.14M USD Point-in-time
Securities sold short, at fair value SecuritiesSoldNotYetPurchasedFairValueDisclosure $188.18M USD Point-in-time
Securities sold short, at fair value SecuritiesSoldNotYetPurchasedFairValueDisclosure $213.73M USD Point-in-time
Borrowings under revolving credit facilities LineOfCredit $218.96M USD Point-in-time
Borrowings under revolving credit facilities LineOfCredit $50.12M USD Point-in-time
Total liabilities Liabilities $2.06B USD Point-in-time
Total liabilities Liabilities $2.12B USD Point-in-time
Commitments and contingencies CommitmentsAndContingencies - USD Point-in-time
Commitments and contingencies CommitmentsAndContingencies - USD Point-in-time
Non-controlling redeemable interests in consolidated funds TemporaryEquityCarryingAmountAttributableToNoncontrollingInterest $42.33B USD Point-in-time
Non-controlling redeemable interests in consolidated funds TemporaryEquityCarryingAmountAttributableToNoncontrollingInterest $41.46B USD Point-in-time
Non-controlling redeemable interests in consolidated funds TemporaryEquityCarryingAmountAttributableToNoncontrollingInterest $44.47B USD Point-in-time
Non-controlling redeemable interests in consolidated funds TemporaryEquityCarryingAmountAttributableToNoncontrollingInterest $41.05B USD Point-in-time
Paid-in capital AdditionalPaidInCapitalCommonStock $682.29M USD Point-in-time
Paid-in capital AdditionalPaidInCapitalCommonStock $634.74M USD Point-in-time
Accumulated deficit RetainedEarningsAccumulatedDeficit $-444.71M USD Point-in-time
Accumulated deficit RetainedEarningsAccumulatedDeficit $-401.39M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-1.88M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-2.14M USD Point-in-time
Class A unitholders' capital StockholdersEquity $188.14M USD Point-in-time
Class A unitholders' capital StockholdersEquity $278.77M USD Point-in-time
OCGH non-controlling interest in consolidated subsidiaries MinorityInterest $935.86M USD Point-in-time
OCGH non-controlling interest in consolidated subsidiaries MinorityInterest $975.91M USD Point-in-time
Total unitholders' capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.25B USD Point-in-time
Total unitholders' capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.20B USD Point-in-time
Total unitholders' capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.24B USD Point-in-time
Total unitholders' capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.12B USD Point-in-time
Total liabilities and unitholders' capital LiabilitiesAndStockholdersEquity $44.29B USD Point-in-time
Total liabilities and unitholders' capital LiabilitiesAndStockholdersEquity $44.77B USD Point-in-time
Income Statement 104 line items
Line Item Tag Value Unit Period
Management fees InvestmentAdvisoryFees $31.41M USD 1 Quarter
Management fees InvestmentAdvisoryFees $70.05M USD 2 Qtrs
Management fees InvestmentAdvisoryFees $61.23M USD 2 Qtrs
Management fees InvestmentAdvisoryFees $29.21M USD 1 Quarter
Incentive income PerformanceFees - USD 1 Quarter
Incentive income PerformanceFees $5.05M USD 2 Qtrs
Incentive income PerformanceFees $6.48M USD 1 Quarter
Incentive income PerformanceFees $12.29M USD 2 Qtrs
Total revenues Revenues $66.28M USD 2 Qtrs
Total revenues Revenues $29.21M USD 1 Quarter
Total revenues Revenues $37.89M USD 1 Quarter
Total revenues Revenues $82.34M USD 2 Qtrs
Compensation and benefits CompensationAndBenefits $80.30M USD 1 Quarter
Compensation and benefits CompensationAndBenefits $83.92M USD 1 Quarter
Compensation and benefits CompensationAndBenefits $162.23M USD 2 Qtrs
Compensation and benefits CompensationAndBenefits $164.77M USD 2 Qtrs
Incentive income compensation expense IncentiveIncomeCompensationExpense $95.00M USD 2 Qtrs
Incentive income compensation expense IncentiveIncomeCompensationExpense $88.72M USD 2 Qtrs
Incentive income compensation expense IncentiveIncomeCompensationExpense $60.97M USD 1 Quarter
Incentive income compensation expense IncentiveIncomeCompensationExpense $41.23M USD 1 Quarter
Compensation expense for vesting of OCGH units ShareBasedCompensation $7.79M USD 1 Quarter
Compensation expense for vesting of OCGH units ShareBasedCompensation $472.55M USD 2 Qtrs
Compensation expense for vesting of OCGH units ShareBasedCompensation $19.98M USD 2 Qtrs
Compensation expense for vesting of OCGH units ShareBasedCompensation $235.39M USD 1 Quarter
Total compensation and benefits expense LaborAndRelatedExpense $273.47M USD 2 Qtrs
Total compensation and benefits expense LaborAndRelatedExpense $729.78M USD 2 Qtrs
Total compensation and benefits expense LaborAndRelatedExpense $360.54M USD 1 Quarter
Total compensation and benefits expense LaborAndRelatedExpense $149.06M USD 1 Quarter
General, administrative and other expenses GeneralAdministrativeAndOtherExpenses $27.93M USD 1 Quarter
General, administrative and other expenses GeneralAdministrativeAndOtherExpenses $24.17M USD 1 Quarter
General, administrative and other expenses GeneralAdministrativeAndOtherExpenses $50.40M USD 2 Qtrs
General, administrative and other expenses GeneralAdministrativeAndOtherExpenses $50.10M USD 2 Qtrs
Consolidated fund expenses ConsolidatedFundExpenses $33.78M USD 1 Quarter
Consolidated fund expenses ConsolidatedFundExpenses $32.92M USD 1 Quarter
Consolidated fund expenses ConsolidatedFundExpenses $51.85M USD 2 Qtrs
Consolidated fund expenses ConsolidatedFundExpenses $51.00M USD 2 Qtrs
Total expenses CostsAndExpenses $374.57M USD 2 Qtrs
Total expenses CostsAndExpenses $832.03M USD 2 Qtrs
Total expenses CostsAndExpenses $207.01M USD 1 Quarter
Total expenses CostsAndExpenses $421.38M USD 1 Quarter
Interest expense InterestExpense $11.86M USD 1 Quarter
Interest expense InterestExpense $26.48M USD 2 Qtrs
Interest expense InterestExpense $22.85M USD 2 Qtrs
Interest expense InterestExpense $13.58M USD 1 Quarter
Interest and dividend income InvestmentIncomeInterestAndDividend $800.96M USD 1 Quarter
Interest and dividend income InvestmentIncomeInterestAndDividend $1.00B USD 2 Qtrs
Interest and dividend income InvestmentIncomeInterestAndDividend $1.54B USD 2 Qtrs
Interest and dividend income InvestmentIncomeInterestAndDividend $463.87M USD 1 Quarter
Net realized gain on consolidated funds' investments NetRealizedGainLossOnConsolidatedFundsInvestments $1.27B USD 2 Qtrs
Net realized gain on consolidated funds' investments NetRealizedGainLossOnConsolidatedFundsInvestments $1.81B USD 2 Qtrs
Net realized gain on consolidated funds' investments NetRealizedGainLossOnConsolidatedFundsInvestments $733.52M USD 1 Quarter
Net realized gain on consolidated funds' investments NetRealizedGainLossOnConsolidatedFundsInvestments $513.58M USD 1 Quarter
Net change in unrealized appreciation (depreciation) on consolidated funds investments. NetChangeInUnrealizedAppreciationDepreciationOnConsolidatedFundsInvestments $625.61M USD 2 Qtrs
Net change in unrealized appreciation (depreciation) on consolidated funds investments. NetChangeInUnrealizedAppreciationDepreciationOnConsolidatedFundsInvestments $-180.22M USD 1 Quarter
Net change in unrealized appreciation (depreciation) on consolidated funds investments. NetChangeInUnrealizedAppreciationDepreciationOnConsolidatedFundsInvestments $-58.73M USD 2 Qtrs
Net change in unrealized appreciation (depreciation) on consolidated funds investments. NetChangeInUnrealizedAppreciationDepreciationOnConsolidatedFundsInvestments $-737.36M USD 1 Quarter
Investment income IncomeLossFromEquityMethodInvestments $4.34M USD 1 Quarter
Investment income IncomeLossFromEquityMethodInvestments $7.04M USD 2 Qtrs
Investment income IncomeLossFromEquityMethodInvestments $9.38M USD 2 Qtrs
Investment income IncomeLossFromEquityMethodInvestments $3.71M USD 1 Quarter
Other income, net OtherNonoperatingIncomeExpense $6.33M USD 1 Quarter
Other income, net OtherNonoperatingIncomeExpense $844.00K USD 1 Quarter
Other income, net OtherNonoperatingIncomeExpense $8.59M USD 2 Qtrs
Other income, net OtherNonoperatingIncomeExpense $81.00K USD 2 Qtrs
Total other income NonoperatingIncomeExpense $3.43B USD 2 Qtrs
Total other income NonoperatingIncomeExpense $1.02B USD 1 Quarter
Total other income NonoperatingIncomeExpense $2.73B USD 2 Qtrs
Total other income NonoperatingIncomeExpense $568.78M USD 1 Quarter
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $1.98B USD 2 Qtrs
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $837.55M USD 1 Quarter
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $185.29M USD 1 Quarter
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $3.12B USD 2 Qtrs
Income taxes IncomeTaxExpenseBenefit $7.58M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $14.59M USD 2 Qtrs
Income taxes IncomeTaxExpenseBenefit $13.93M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $21.69M USD 2 Qtrs
Net income ProfitLoss $177.71M USD 1 Quarter
Net income ProfitLoss $3.10B USD 2 Qtrs
Net income ProfitLoss $1.97B USD 2 Qtrs
Net income ProfitLoss $823.62M USD 1 Quarter
Net income attributable to non-controlling redeemable interests in consolidated funds NetIncomeLossAttributableToRedeemableNoncontrollingInterest $2.11B USD 2 Qtrs
Net income attributable to non-controlling redeemable interests in consolidated funds NetIncomeLossAttributableToRedeemableNoncontrollingInterest $2.80B USD 2 Qtrs
Net income attributable to non-controlling redeemable interests in consolidated funds NetIncomeLossAttributableToRedeemableNoncontrollingInterest $279.92M USD 1 Quarter
Net income attributable to non-controlling redeemable interests in consolidated funds NetIncomeLossAttributableToRedeemableNoncontrollingInterest $673.67M USD 1 Quarter
Net (income) loss attributable to OCGH non-controlling interest in consolidated subsidiaries NetIncomeLossAttributableToNoncontrollingInterest $-108.72M USD 2 Qtrs
Net (income) loss attributable to OCGH non-controlling interest in consolidated subsidiaries NetIncomeLossAttributableToNoncontrollingInterest $-81.85M USD 1 Quarter
Net (income) loss attributable to OCGH non-controlling interest in consolidated subsidiaries NetIncomeLossAttributableToNoncontrollingInterest $260.12M USD 2 Qtrs
Net (income) loss attributable to OCGH non-controlling interest in consolidated subsidiaries NetIncomeLossAttributableToNoncontrollingInterest $125.23M USD 1 Quarter
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $24.72M USD 1 Quarter
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $-20.36M USD 1 Quarter
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $43.33M USD 2 Qtrs
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $-30.49M USD 2 Qtrs
Distributions declared per Class A unit CommonStockDividendsPerShareDeclared $0.55 USD 1 Quarter
Distributions declared per Class A unit CommonStockDividendsPerShareDeclared $0.64 USD 1 Quarter
Distributions declared per Class A unit CommonStockDividendsPerShareDeclared $1.54 USD 2 Qtrs
Distributions declared per Class A unit CommonStockDividendsPerShareDeclared $0.97 USD 2 Qtrs
Net income (loss) per Class A unit EarningsPerShareBasicAndDiluted $1.66 USD 2 Qtrs
Net income (loss) per Class A unit EarningsPerShareBasicAndDiluted $0.84 USD 1 Quarter
Net income (loss) per Class A unit EarningsPerShareBasicAndDiluted $-1.34 USD 2 Qtrs
Net income (loss) per Class A unit EarningsPerShareBasicAndDiluted $-0.90 USD 1 Quarter
Weighted average number of Class A units outstanding WeightedAverageNumberOfShareOutstandingBasicAndDiluted 26.14M shares 2 Qtrs
Weighted average number of Class A units outstanding WeightedAverageNumberOfShareOutstandingBasicAndDiluted 29.59M shares 1 Quarter
Weighted average number of Class A units outstanding WeightedAverageNumberOfShareOutstandingBasicAndDiluted 22.68M shares 2 Qtrs
Weighted average number of Class A units outstanding WeightedAverageNumberOfShareOutstandingBasicAndDiluted 22.68M shares 1 Quarter
Cash Flow Statement 62 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $177.71M USD 1 Quarter
Net income ProfitLoss $3.10B USD 2 Qtrs
Net income ProfitLoss $1.97B USD 2 Qtrs
Net income ProfitLoss $823.62M USD 1 Quarter
Investment income IncomeLossFromEquityMethodInvestments $4.34M USD 1 Quarter
Investment income IncomeLossFromEquityMethodInvestments $7.04M USD 2 Qtrs
Investment income IncomeLossFromEquityMethodInvestments $9.38M USD 2 Qtrs
Investment income IncomeLossFromEquityMethodInvestments $3.71M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $3.11M USD 2 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $3.67M USD 2 Qtrs
Compensation expense for vesting of OCGH units ShareBasedCompensation $7.79M USD 1 Quarter
Compensation expense for vesting of OCGH units ShareBasedCompensation $472.55M USD 2 Qtrs
Compensation expense for vesting of OCGH units ShareBasedCompensation $19.98M USD 2 Qtrs
Compensation expense for vesting of OCGH units ShareBasedCompensation $235.39M USD 1 Quarter
Net realized and unrealized gains from consolidated funds' investments NetRealizedAndUnrealizedGainsLossesFromConsolidatedFundsInvestments $1.22B USD 2 Qtrs
Net realized and unrealized gains from consolidated funds' investments NetRealizedAndUnrealizedGainsLossesFromConsolidatedFundsInvestments $2.43B USD 2 Qtrs
Amortization of original issue and market discount of consolidated funds investments AmortizationOfOriginalIssueAndMarketDiscountOfConsolidatedFundsInvestments $61.37M USD 2 Qtrs
Amortization of original issue and market discount of consolidated funds investments AmortizationOfOriginalIssueAndMarketDiscountOfConsolidatedFundsInvestments $109.38M USD 2 Qtrs
Increase in other assets IncreaseDecreaseInOtherOperatingAssets $9.82M USD 2 Qtrs
Increase in other assets IncreaseDecreaseInOtherOperatingAssets $3.20M USD 2 Qtrs
Decrease in net due to affiliates IncreaseDecreaseInDueToRelatedParties $-8.84M USD 2 Qtrs
Decrease in net due to affiliates IncreaseDecreaseInDueToRelatedParties $-9.81M USD 2 Qtrs
Decrease in accounts payable, other accrued expenses and other liabilities IncreaseDecreaseInAccountsPayableAndAccruedLiabilities $-65.08M USD 2 Qtrs
Decrease in accounts payable, other accrued expenses and other liabilities IncreaseDecreaseInAccountsPayableAndAccruedLiabilities $-70.93M USD 2 Qtrs
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $2.81B USD 2 Qtrs
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $2.69B USD 2 Qtrs
Purchases of U.S. Treasury and government agency securities PaymentsToAcquireMarketableSecurities $129.53M USD 2 Qtrs
Purchases of U.S. Treasury and government agency securities PaymentsToAcquireMarketableSecurities $277.07M USD 2 Qtrs
Proceeds from maturities and sales of U.S. Treasury and government agency securities ProceedsFromSaleAndMaturityOfMarketableSecurities $45.00M USD 2 Qtrs
Proceeds from maturities and sales of U.S. Treasury and government agency securities ProceedsFromSaleAndMaturityOfMarketableSecurities $135.00M USD 2 Qtrs
Investments in limited partnerships PaymentsToAcquireEquityMethodInvestments $7.29M USD 2 Qtrs
Investments in limited partnerships PaymentsToAcquireEquityMethodInvestments $12.88M USD 2 Qtrs
Distributions from limited partnerships DistributionsFromEquityMethodInvestments $-12.47M USD 2 Qtrs
Distributions from limited partnerships DistributionsFromEquityMethodInvestments $-9.16M USD 2 Qtrs
Purchases of fixed assets PaymentsToAcquirePropertyPlantAndEquipment $4.17M USD 2 Qtrs
Purchases of fixed assets PaymentsToAcquirePropertyPlantAndEquipment $3.52M USD 2 Qtrs
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $-239.95M USD 2 Qtrs
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $7.13M USD 2 Qtrs
Proceeds from issuance of debt obligations ProceedsFromIssuanceOfDebt $300.00M USD 2 Qtrs
Payment of debt issuance costs PaymentsOfDebtIssuanceCosts $2.61M USD 2 Qtrs
Repayments of debt obligations RepaymentsOfDebt $36.43M USD 2 Qtrs
Repayments of debt obligations RepaymentsOfDebt $25.71M USD 2 Qtrs
Purchases of Oaktree Operating Group units PaymentsToMinorityShareholders $39.62M USD 2 Qtrs
Purchases of Oaktree Operating Group units PaymentsToMinorityShareholders $322.94M USD 2 Qtrs
Distributions to Class A unitholders PaymentsOfDividendsCommonStock $34.92M USD 2 Qtrs
Distributions to Class A unitholders PaymentsOfDividendsCommonStock $26.35M USD 2 Qtrs
Distributions to OCGH unitholders PaymentsOfDividendsMinorityInterest $166.02M USD 2 Qtrs
Distributions to OCGH unitholders PaymentsOfDividendsMinorityInterest $289.50M USD 2 Qtrs
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-4.65B USD 2 Qtrs
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-2.62B USD 2 Qtrs
Effect of exchange rate changes on cash EffectOfExchangeRateOnCashAndCashEquivalents $12.21M USD 2 Qtrs
Effect of exchange rate changes on cash EffectOfExchangeRateOnCashAndCashEquivalents $-6.23M USD 2 Qtrs
Net increase (decrease) in cash and cash-equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $69.08M USD 2 Qtrs
Net increase (decrease) in cash and cash-equivalents CashAndCashEquivalentsPeriodIncreaseDecrease $-2.06B USD 2 Qtrs
Cash and cash-equivalents, beginning balance CashAndCashEquivalentsAtCarryingValueIncludingConsolidatedFunds $6.31B USD Point-in-time
Cash and cash-equivalents, beginning balance CashAndCashEquivalentsAtCarryingValueIncludingConsolidatedFunds $4.24B USD Point-in-time
Cash and cash-equivalents, beginning balance CashAndCashEquivalentsAtCarryingValueIncludingConsolidatedFunds $3.51B USD Point-in-time
Cash and cash-equivalents, beginning balance CashAndCashEquivalentsAtCarryingValueIncludingConsolidatedFunds $3.57B USD Point-in-time
Cash and cash-equivalents, ending balance CashAndCashEquivalentsAtCarryingValueIncludingConsolidatedFunds $6.31B USD Point-in-time
Cash and cash-equivalents, ending balance CashAndCashEquivalentsAtCarryingValueIncludingConsolidatedFunds $4.24B USD Point-in-time
Cash and cash-equivalents, ending balance CashAndCashEquivalentsAtCarryingValueIncludingConsolidatedFunds $3.51B USD Point-in-time
Cash and cash-equivalents, ending balance CashAndCashEquivalentsAtCarryingValueIncludingConsolidatedFunds $3.57B USD Point-in-time
Stockholders Equity 29 line items
Line Item Tag Value Unit Period
Unitholders' capital, value StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.25B USD Point-in-time
Unitholders' capital, value StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.20B USD Point-in-time
Unitholders' capital, value StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.24B USD Point-in-time
Unitholders' capital, value StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.12B USD Point-in-time
Issuance of units StockIssuedDuringPeriodSharesNewIssues 322.26M shares 2 Qtrs
Repurchase and cancellation of Class A Units, Value StockRepurchasedAndCancelledDuringPeriodValue $14.13M USD 2 Qtrs
Purchase of Oaktree Operating Group units from OCGH Unitholders AdjustmentsToPaidInCapitalPurchaseOfSubsidiaryUnitholders $322.26M USD 2 Qtrs
Deferred tax effect resulting from the purchase of Oaktree Operating Group Units AdjustmentsToAdditionalPaidInCapitalDeferredTaxEffectOnPurchaseOfUnits $-15.49M USD 2 Qtrs
Repurchase and cancellation of OCGH Units StockRepurchasedAndRetiredDuringPeriodValue $39.62M USD 2 Qtrs
Repurchase and cancellation of OCGH Units StockRepurchasedAndRetiredDuringPeriodValue $675.00K USD 2 Qtrs
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $19.98M USD 2 Qtrs
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $472.55M USD 2 Qtrs
Contributions PartnersCapitalAccountContributions $848.00K USD 2 Qtrs
Distributions declared DividendsCommonStockCash $325.27M USD 2 Qtrs
Distributions declared DividendsCommonStockCash $192.37M USD 2 Qtrs
Net income (loss) NetIncomeLossIncludingOcghNoncontrollingInterestInConsolidatedSubsidiaries $-139.21M USD 2 Qtrs
Net income (loss) NetIncomeLossIncludingOcghNoncontrollingInterestInConsolidatedSubsidiaries $303.45M USD 2 Qtrs
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-1.02M USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $350.00K USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $1.42M USD 2 Qtrs
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-169.00K USD 2 Qtrs
Unrealized loss on interest rate swap designated as cash flow hedge, net of tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-3.12M USD 2 Qtrs
Unrealized loss on interest rate swap designated as cash flow hedge, net of tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-1.04M USD 1 Quarter
Unrealized loss on interest rate swap designated as cash flow hedge, net of tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-4.72M USD 1 Quarter
Unrealized loss on interest rate swap designated as cash flow hedge, net of tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-899.00K USD 2 Qtrs
Unitholders' capital, value StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.25B USD Point-in-time
Unitholders' capital, value StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.20B USD Point-in-time
Unitholders' capital, value StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.24B USD Point-in-time
Unitholders' capital, value StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.12B USD Point-in-time
Comprehensive Income 84 line items
Line Item Tag Value Unit Period
Net income (loss) NetIncomeLoss $24.72M USD 1 Quarter
Net income (loss) NetIncomeLoss $-20.36M USD 1 Quarter
Net income (loss) NetIncomeLoss $43.33M USD 2 Qtrs
Net income (loss) NetIncomeLoss $-30.49M USD 2 Qtrs
Foreign currency translation adjustments attributable to Oaktree Capital Group LLC OtherComprehensiveIncomeForeignCurrencyTransactionAndTranslationAdjustmentNetOfTaxPortionAttributableToParent $-69.00K USD 2 Qtrs
Foreign currency translation adjustments attributable to Oaktree Capital Group LLC OtherComprehensiveIncomeForeignCurrencyTransactionAndTranslationAdjustmentNetOfTaxPortionAttributableToParent $-200.00K USD 1 Quarter
Foreign currency translation adjustments attributable to Oaktree Capital Group LLC OtherComprehensiveIncomeForeignCurrencyTransactionAndTranslationAdjustmentNetOfTaxPortionAttributableToParent $217.00K USD 2 Qtrs
Foreign currency translation adjustments attributable to Oaktree Capital Group LLC OtherComprehensiveIncomeForeignCurrencyTransactionAndTranslationAdjustmentNetOfTaxPortionAttributableToParent $54.00K USD 1 Quarter
Unrealized loss on interest rate swap designated as cash flow hedge attributable to Oaktree Capital Group LLC OtherComprehensiveIncomeDerivativesQualifyingAsHedgesNetOfTaxPortionAttributableToParent $-183.00K USD 2 Qtrs
Unrealized loss on interest rate swap designated as cash flow hedge attributable to Oaktree Capital Group LLC OtherComprehensiveIncomeDerivativesQualifyingAsHedgesNetOfTaxPortionAttributableToParent $-205.00K USD 1 Quarter
Unrealized loss on interest rate swap designated as cash flow hedge attributable to Oaktree Capital Group LLC OtherComprehensiveIncomeDerivativesQualifyingAsHedgesNetOfTaxPortionAttributableToParent $-721.00K USD 1 Quarter
Unrealized loss on interest rate swap designated as cash flow hedge attributable to Oaktree Capital Group LLC OtherComprehensiveIncomeDerivativesQualifyingAsHedgesNetOfTaxPortionAttributableToParent $-478.00K USD 2 Qtrs
Other comprehensive loss attributable to Oaktree Capital Group LLC, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-405.00K USD 1 Quarter
Other comprehensive loss attributable to Oaktree Capital Group LLC, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-261.00K USD 2 Qtrs
Other comprehensive loss attributable to Oaktree Capital Group LLC, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-252.00K USD 2 Qtrs
Other comprehensive loss attributable to Oaktree Capital Group LLC, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-667.00K USD 1 Quarter
Total comprehensive income (loss) attributable to Oaktree Capital Group, LLC ComprehensiveIncomeNetOfTax $-30.75M USD 2 Qtrs
Total comprehensive income (loss) attributable to Oaktree Capital Group, LLC ComprehensiveIncomeNetOfTax $43.08M USD 2 Qtrs
Total comprehensive income (loss) attributable to Oaktree Capital Group, LLC ComprehensiveIncomeNetOfTax $-21.03M USD 1 Quarter
Total comprehensive income (loss) attributable to Oaktree Capital Group, LLC ComprehensiveIncomeNetOfTax $24.31M USD 1 Quarter
Net income (loss) attributable to OCGH non-controlling interest in consolidated subsidiaries NetIncomeLossAttributableToNoncontrollingInterest $-108.72M USD 2 Qtrs
Net income (loss) attributable to OCGH non-controlling interest in consolidated subsidiaries NetIncomeLossAttributableToNoncontrollingInterest $-81.85M USD 1 Quarter
Net income (loss) attributable to OCGH non-controlling interest in consolidated subsidiaries NetIncomeLossAttributableToNoncontrollingInterest $260.12M USD 2 Qtrs
Net income (loss) attributable to OCGH non-controlling interest in consolidated subsidiaries NetIncomeLossAttributableToNoncontrollingInterest $125.23M USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeForeignCurrencyTransactionAndTranslationAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $296.00K USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeForeignCurrencyTransactionAndTranslationAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $-100.00K USD 2 Qtrs
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeForeignCurrencyTransactionAndTranslationAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $-818.00K USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeForeignCurrencyTransactionAndTranslationAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $1.21M USD 2 Qtrs
Unrealized loss on interest rate swap designated as cash flow hedge, attributable to OCGH non-controlling interest in consolidated subsidiaries OtherComprehensiveIncomeDerivativesQualifyingAsHedgesNetOfTaxPortionAttributableToNoncontrollingInterest $-4.00M USD 1 Quarter
Unrealized loss on interest rate swap designated as cash flow hedge, attributable to OCGH non-controlling interest in consolidated subsidiaries OtherComprehensiveIncomeDerivativesQualifyingAsHedgesNetOfTaxPortionAttributableToNoncontrollingInterest $-839.00K USD 1 Quarter
Unrealized loss on interest rate swap designated as cash flow hedge, attributable to OCGH non-controlling interest in consolidated subsidiaries OtherComprehensiveIncomeDerivativesQualifyingAsHedgesNetOfTaxPortionAttributableToNoncontrollingInterest $-2.65M USD 2 Qtrs
Unrealized loss on interest rate swap designated as cash flow hedge, attributable to OCGH non-controlling interest in consolidated subsidiaries OtherComprehensiveIncomeDerivativesQualifyingAsHedgesNetOfTaxPortionAttributableToNoncontrollingInterest $-716.00K USD 2 Qtrs
Other comprehensive loss attributable to OCGH non-controlling interest in consolidated subsidiaries, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToNoncontrollingInterest $-816.00K USD 2 Qtrs
Other comprehensive loss attributable to OCGH non-controlling interest in consolidated subsidiaries, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToNoncontrollingInterest $-3.71M USD 1 Quarter
Other comprehensive loss attributable to OCGH non-controlling interest in consolidated subsidiaries, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToNoncontrollingInterest $-1.66M USD 1 Quarter
Other comprehensive loss attributable to OCGH non-controlling interest in consolidated subsidiaries, net of tax OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToNoncontrollingInterest $-1.44M USD 2 Qtrs
Total comprehensive income (loss) attributable to OCGH non-controlling interest in consolidated subsidiaries ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $-110.16M USD 2 Qtrs
Total comprehensive income (loss) attributable to OCGH non-controlling interest in consolidated subsidiaries ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $-85.56M USD 1 Quarter
Total comprehensive income (loss) attributable to OCGH non-controlling interest in consolidated subsidiaries ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $123.57M USD 1 Quarter
Total comprehensive income (loss) attributable to OCGH non-controlling interest in consolidated subsidiaries ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $259.31M USD 2 Qtrs
Less: Comprehensive (income) loss attributable to OCGH non-controlling redeemable interests in consolidated subsidiaries ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $-110.16M USD 2 Qtrs
Less: Comprehensive (income) loss attributable to OCGH non-controlling redeemable interests in consolidated subsidiaries ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $-85.56M USD 1 Quarter
Less: Comprehensive (income) loss attributable to OCGH non-controlling redeemable interests in consolidated subsidiaries ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $123.57M USD 1 Quarter
Less: Comprehensive (income) loss attributable to OCGH non-controlling redeemable interests in consolidated subsidiaries ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $259.31M USD 2 Qtrs
Net income attributable to non-controlling redeemable interests in consolidated funds NetIncomeLossAttributableToRedeemableNoncontrollingInterest $2.11B USD 2 Qtrs
Net income attributable to non-controlling redeemable interests in consolidated funds NetIncomeLossAttributableToRedeemableNoncontrollingInterest $2.80B USD 2 Qtrs
Net income attributable to non-controlling redeemable interests in consolidated funds NetIncomeLossAttributableToRedeemableNoncontrollingInterest $279.92M USD 1 Quarter
Net income attributable to non-controlling redeemable interests in consolidated funds NetIncomeLossAttributableToRedeemableNoncontrollingInterest $673.67M USD 1 Quarter
Total other comprehensive income (loss), attributable to non-controlling redeemable interests in consolidated funds, net of tax ComprehensiveIncomeLossNetOfTaxPortionAttributableToRedeemableNoncontrollingInterest $673.67M USD 1 Quarter
Total other comprehensive income (loss), attributable to non-controlling redeemable interests in consolidated funds, net of tax ComprehensiveIncomeLossNetOfTaxPortionAttributableToRedeemableNoncontrollingInterest $2.80B USD 2 Qtrs
Total other comprehensive income (loss), attributable to non-controlling redeemable interests in consolidated funds, net of tax ComprehensiveIncomeLossNetOfTaxPortionAttributableToRedeemableNoncontrollingInterest $2.11B USD 2 Qtrs
Total other comprehensive income (loss), attributable to non-controlling redeemable interests in consolidated funds, net of tax ComprehensiveIncomeLossNetOfTaxPortionAttributableToRedeemableNoncontrollingInterest $279.92M USD 1 Quarter
Less: Comprehensive loss (income) attributable to non-controlling redeemable interests in consolidated funds ComprehensiveIncomeLossNetOfTaxPortionAttributableToRedeemableNoncontrollingInterest $673.67M USD 1 Quarter
Less: Comprehensive loss (income) attributable to non-controlling redeemable interests in consolidated funds ComprehensiveIncomeLossNetOfTaxPortionAttributableToRedeemableNoncontrollingInterest $2.80B USD 2 Qtrs
Less: Comprehensive loss (income) attributable to non-controlling redeemable interests in consolidated funds ComprehensiveIncomeLossNetOfTaxPortionAttributableToRedeemableNoncontrollingInterest $2.11B USD 2 Qtrs
Less: Comprehensive loss (income) attributable to non-controlling redeemable interests in consolidated funds ComprehensiveIncomeLossNetOfTaxPortionAttributableToRedeemableNoncontrollingInterest $279.92M USD 1 Quarter
Net income ProfitLoss $177.71M USD 1 Quarter
Net income ProfitLoss $3.10B USD 2 Qtrs
Net income ProfitLoss $1.97B USD 2 Qtrs
Net income ProfitLoss $823.62M USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-1.02M USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $350.00K USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $1.42M USD 2 Qtrs
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-169.00K USD 2 Qtrs
Unrealized loss on interest rate swap designated as cash flow hedge, net of tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-3.12M USD 2 Qtrs
Unrealized loss on interest rate swap designated as cash flow hedge, net of tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-1.04M USD 1 Quarter
Unrealized loss on interest rate swap designated as cash flow hedge, net of tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-4.72M USD 1 Quarter
Unrealized loss on interest rate swap designated as cash flow hedge, net of tax OtherComprehensiveIncomeLossDerivativesQualifyingAsHedgesNetOfTax $-899.00K USD 2 Qtrs
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-2.06M USD 1 Quarter
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-1.70M USD 2 Qtrs
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-4.37M USD 1 Quarter
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-1.07M USD 2 Qtrs
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $173.33M USD 1 Quarter
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $1.97B USD 2 Qtrs
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $3.10B USD 2 Qtrs
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $821.56M USD 1 Quarter
Less: Comprehensive loss (income) attributable to non-controlling interests ComprehensiveIncomeLossNetOfTaxPortionAttributableToNoncontrollingInterests $194.36M USD 1 Quarter
Less: Comprehensive loss (income) attributable to non-controlling interests ComprehensiveIncomeLossNetOfTaxPortionAttributableToNoncontrollingInterests $2.00B USD 2 Qtrs
Less: Comprehensive loss (income) attributable to non-controlling interests ComprehensiveIncomeLossNetOfTaxPortionAttributableToNoncontrollingInterests $3.06B USD 2 Qtrs
Less: Comprehensive loss (income) attributable to non-controlling interests ComprehensiveIncomeLossNetOfTaxPortionAttributableToNoncontrollingInterests $797.25M USD 1 Quarter
Comprehensive income (loss) attributable to Oaktree Capital Group, LLC ComprehensiveIncomeNetOfTax $-30.75M USD 2 Qtrs
Comprehensive income (loss) attributable to Oaktree Capital Group, LLC ComprehensiveIncomeNetOfTax $43.08M USD 2 Qtrs
Comprehensive income (loss) attributable to Oaktree Capital Group, LLC ComprehensiveIncomeNetOfTax $-21.03M USD 1 Quarter
Comprehensive income (loss) attributable to Oaktree Capital Group, LLC ComprehensiveIncomeNetOfTax $24.31M USD 1 Quarter

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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