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10-Q Filing

BROOKFIELD OAKTREE HOLDINGS, LLC CIK: 1403528 Q3 2020
Filing Information
Form Type 10-Q
Accession Number 0001403528-20-000022
Period End Date 20200930
Filing Date 20201106
Fiscal Year 2020
Fiscal Period Q3
XBRL Instance oak-20200930_htm.xml
Balance Sheet 34 line items
Line Item Tag Value Unit Period
Receivable for securities sold AccountsReceivableNet $65.35M USD Point-in-time
Receivable for securities sold AccountsReceivableNet $59.18M USD Point-in-time
Derivative assets, at fair value DerivativeAssets $560.00K USD Point-in-time
Total assets Assets $9.12B USD Point-in-time
Total assets Assets $9.26B USD Point-in-time
Operating lease liabilities OperatingLeaseLiability $43.50M USD Point-in-time
Derivative liabilities, at fair value DerivativeLiabilities $4.25M USD Point-in-time
Derivative liabilities, at fair value DerivativeLiabilities $9.28M USD Point-in-time
Total liabilities Liabilities $6.86B USD Point-in-time
Total liabilities Liabilities $6.70B USD Point-in-time
Commitments and contingencies (Note 17) CommitmentsAndContingencies - USD Point-in-time
Commitments and contingencies (Note 17) CommitmentsAndContingencies - USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $866.22M USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $644.88M USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $961.62M USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $1.08B USD Point-in-time
Paid-in capital AdditionalPaidInCapitalCommonStock $750.30M USD Point-in-time
Paid-in capital AdditionalPaidInCapitalCommonStock $817.50M USD Point-in-time
Retained earnings (accumulated deficit) RetainedEarningsAccumulatedDeficit $-39.27M USD Point-in-time
Retained earnings (accumulated deficit) RetainedEarningsAccumulatedDeficit $51.53M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-3.50M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-10.18M USD Point-in-time
Unitholders capital attributable to Oaktree Capital Group, LLC StockholdersEquity $1.20B USD Point-in-time
Unitholders capital attributable to Oaktree Capital Group, LLC StockholdersEquity $1.17B USD Point-in-time
Non-controlling interests in consolidated subsidiaries NonredeemableNoncontrollingInterest $443.91M USD Point-in-time
Non-controlling interests in consolidated subsidiaries NonredeemableNoncontrollingInterest $503.25M USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.49B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.13B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.70B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.58B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.61B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.42B USD Point-in-time
Total liabilities and unitholders capital LiabilitiesAndStockholdersEquity $9.26B USD Point-in-time
Total liabilities and unitholders capital LiabilitiesAndStockholdersEquity $9.12B USD Point-in-time
Income Statement 100 line items
Line Item Tag Value Unit Period
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $45.58M USD 1 Quarter
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $205.19M USD 1 Quarter
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $181.81M USD 3 Qtrs
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $785.09M USD 3 Qtrs
Compensation and benefits CompensationAndBenefits $334.92M USD 3 Qtrs
Compensation and benefits CompensationAndBenefits $111.28M USD 1 Quarter
Compensation and benefits CompensationAndBenefits $33.66M USD 1 Quarter
Compensation and benefits CompensationAndBenefits $96.37M USD 3 Qtrs
Equity-based compensation ShareBasedCompensation $59.76M USD 3 Qtrs
Equity-based compensation ShareBasedCompensation $4.07M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $22.78M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $13.38M USD 3 Qtrs
Incentive income compensation IncentiveIncomeCompensation $136.85M USD 3 Qtrs
Incentive income compensation IncentiveIncomeCompensation $15.61M USD 3 Qtrs
Incentive income compensation IncentiveIncomeCompensation $474.00K USD 1 Quarter
Incentive income compensation IncentiveIncomeCompensation $11.43M USD 1 Quarter
Total compensation and benefits expense LaborAndRelatedExpense $145.49M USD 1 Quarter
Total compensation and benefits expense LaborAndRelatedExpense $38.20M USD 1 Quarter
Total compensation and benefits expense LaborAndRelatedExpense $531.52M USD 3 Qtrs
Total compensation and benefits expense LaborAndRelatedExpense $125.36M USD 3 Qtrs
General and administrative GeneralAndAdministrativeExpense $18.82M USD 3 Qtrs
General and administrative GeneralAndAdministrativeExpense $86.85M USD 1 Quarter
General and administrative GeneralAndAdministrativeExpense $184.59M USD 3 Qtrs
General and administrative GeneralAndAdministrativeExpense $6.39M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $561.00K USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $1.50M USD 3 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $6.60M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $19.73M USD 3 Qtrs
Consolidated fund expenses ConsolidatedFundExpenses $31.73M USD 3 Qtrs
Consolidated fund expenses ConsolidatedFundExpenses $12.99M USD 3 Qtrs
Consolidated fund expenses ConsolidatedFundExpenses $11.71M USD 1 Quarter
Consolidated fund expenses ConsolidatedFundExpenses $6.54M USD 1 Quarter
Total expenses CostsAndExpenses $748.84M USD 3 Qtrs
Total expenses CostsAndExpenses $56.86M USD 1 Quarter
Total expenses CostsAndExpenses $177.40M USD 3 Qtrs
Total expenses CostsAndExpenses $245.48M USD 1 Quarter
Interest expense InterestExpense $149.64M USD 3 Qtrs
Interest expense InterestExpense $59.88M USD 1 Quarter
Interest expense InterestExpense $35.42M USD 1 Quarter
Interest expense InterestExpense $121.75M USD 3 Qtrs
Interest and dividend income InvestmentIncomeInterestAndDividend $74.13M USD 1 Quarter
Interest and dividend income InvestmentIncomeInterestAndDividend $238.29M USD 3 Qtrs
Interest and dividend income InvestmentIncomeInterestAndDividend $278.78M USD 3 Qtrs
Interest and dividend income InvestmentIncomeInterestAndDividend $101.88M USD 1 Quarter
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $-3.66M USD 1 Quarter
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $-9.04M USD 3 Qtrs
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $-19.64M USD 1 Quarter
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $-97.64M USD 3 Qtrs
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $17.97M USD 3 Qtrs
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $533.00K USD 1 Quarter
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $-222.75M USD 3 Qtrs
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $-40.96M USD 1 Quarter
Investment income (loss) IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $26.82M USD 1 Quarter
Investment income (loss) IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $121.80M USD 3 Qtrs
Investment income (loss) IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $60.30M USD 1 Quarter
Investment income (loss) IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $18.03M USD 3 Qtrs
Other income (loss), net OtherNonoperatingIncomeExpense $59.00K USD 3 Qtrs
Other income (loss), net OtherNonoperatingIncomeExpense $58.00K USD 3 Qtrs
Other income (loss), net OtherNonoperatingIncomeExpense $43.00K USD 1 Quarter
Other income (loss), net OtherNonoperatingIncomeExpense - USD 1 Quarter
Total other income (loss) NonoperatingIncomeExpense $-185.76M USD 3 Qtrs
Total other income (loss) NonoperatingIncomeExpense $24.19M USD 1 Quarter
Total other income (loss) NonoperatingIncomeExpense $79.94M USD 1 Quarter
Total other income (loss) NonoperatingIncomeExpense $259.93M USD 3 Qtrs
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $-181.35M USD 3 Qtrs
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $68.66M USD 1 Quarter
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $296.18M USD 3 Qtrs
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $-16.10M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $11.15M USD 3 Qtrs
Income taxes IncomeTaxExpenseBenefit $4.80M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $6.50M USD 3 Qtrs
Income taxes IncomeTaxExpenseBenefit $1.17M USD 1 Quarter
Net income (loss) ProfitLoss $-20.90M USD 1 Quarter
Net income (loss) ProfitLoss $67.49M USD 1 Quarter
Net income (loss) ProfitLoss $-187.85M USD 3 Qtrs
Net income (loss) ProfitLoss $285.03M USD 3 Qtrs
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $-297.00K USD 3 Qtrs
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $93.54M USD 3 Qtrs
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $-9.82M USD 1 Quarter
Net income (loss) attributable to Oaktree Capital Group, LLC NetIncomeLoss $52.38M USD 1 Quarter
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic $6.83M USD 1 Quarter
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic $6.83M USD 1 Quarter
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic $20.49M USD 3 Qtrs
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic $20.49M USD 3 Qtrs
Net income (loss) attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $-16.65M USD 1 Quarter
Net income (loss) attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $45.55M USD 1 Quarter
Net income (loss) attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $-20.78M USD 3 Qtrs
Net income (loss) attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $73.05M USD 3 Qtrs
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $0.49 USD 1 Quarter
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $0.71 USD 3 Qtrs
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $4.93 USD 3 Qtrs
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $3.13 USD 1 Quarter
Net income (loss) per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $-0.21 USD 3 Qtrs
Net income (loss) per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $0.99 USD 3 Qtrs
Net income (loss) per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $0.46 USD 1 Quarter
Net income (loss) per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $-0.22 USD 1 Quarter
Weighted average number of Class A units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 98.68M shares 1 Quarter
Weighted average number of Class A units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 74.00M shares 3 Qtrs
Weighted average number of Class A units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 98.46M shares 3 Qtrs
Weighted average number of Class A units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 76.00M shares 1 Quarter
Cash Flow Statement 58 line items
Line Item Tag Value Unit Period
Net income (loss) ProfitLoss $-20.90M USD 1 Quarter
Net income (loss) ProfitLoss $67.49M USD 1 Quarter
Net income (loss) ProfitLoss $-187.85M USD 3 Qtrs
Net income (loss) ProfitLoss $285.03M USD 3 Qtrs
Investment income IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $26.82M USD 1 Quarter
Investment income IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $121.80M USD 3 Qtrs
Investment income IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $60.30M USD 1 Quarter
Investment income IncomeLossFromEquityMethodInvestmentsAndInvestmentIncomeNet $18.03M USD 3 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $561.00K USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $1.50M USD 3 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $6.60M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $19.73M USD 3 Qtrs
Equity-based compensation ShareBasedCompensation $59.76M USD 3 Qtrs
Equity-based compensation ShareBasedCompensation $4.07M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $22.78M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $13.38M USD 3 Qtrs
Net realized and unrealized (gain) loss from consolidated funds investments GainLossOnInvestments $8.93M USD 3 Qtrs
Net realized and unrealized (gain) loss from consolidated funds investments GainLossOnInvestments $-320.39M USD 3 Qtrs
Accretion of original issue and market discount of consolidated funds investments, net AmortizationAccretionOfOriginalIssueAndMarketDiscountOfConsolidatedFundsInvestments $17.64M USD 3 Qtrs
Accretion of original issue and market discount of consolidated funds investments, net AmortizationAccretionOfOriginalIssueAndMarketDiscountOfConsolidatedFundsInvestments $4.30M USD 3 Qtrs
Income distributions from corporate investments in funds and companies ProceedsfromInvestmentsDistribution $23.33M USD 3 Qtrs
Income distributions from corporate investments in funds and companies ProceedsfromInvestmentsDistribution $123.91M USD 3 Qtrs
Other non-cash items OtherNoncashIncomeExpense $-3.29M USD 3 Qtrs
Other non-cash items OtherNoncashIncomeExpense $-104.00K USD 3 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-775.66M USD 3 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-2.80B USD 3 Qtrs
Purchases of U.S. Treasury and other securities PaymentsToAcquireMarketableSecurities $35.73M USD 3 Qtrs
Purchases of U.S. Treasury and other securities PaymentsToAcquireMarketableSecurities $602.60M USD 3 Qtrs
Proceeds from maturities and sales of U.S. Treasury and other securities ProceedsFromSaleAndMaturityOfMarketableSecurities $1.12B USD 3 Qtrs
Proceeds from maturities and sales of U.S. Treasury and other securities ProceedsFromSaleAndMaturityOfMarketableSecurities $35.63M USD 3 Qtrs
Corporate investments in funds and companies PaymentsToAcquireEquityMethodAndOtherInvestments $196.95M USD 3 Qtrs
Corporate investments in funds and companies PaymentsToAcquireEquityMethodAndOtherInvestments $254.48M USD 3 Qtrs
Distributions and proceeds from corporate investments in funds and companies ProceedsFromSaleAndDistributionsFromEquityMethodAndOtherInvestments $229.54M USD 3 Qtrs
Distributions and proceeds from corporate investments in funds and companies ProceedsFromSaleAndDistributionsFromEquityMethodAndOtherInvestments $373.92M USD 3 Qtrs
Purchases of fixed assets PaymentsToAcquirePropertyPlantAndEquipment $315.00K USD 3 Qtrs
Purchases of fixed assets PaymentsToAcquirePropertyPlantAndEquipment $6.37M USD 3 Qtrs
Net cash provided by investing activities NetCashProvidedByUsedInInvestingActivities $635.42M USD 3 Qtrs
Net cash provided by investing activities NetCashProvidedByUsedInInvestingActivities $32.18M USD 3 Qtrs
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivities $2.42B USD 3 Qtrs
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivities $1.06B USD 3 Qtrs
Effect of exchange rate changes on cash EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $-8.80M USD 3 Qtrs
Effect of exchange rate changes on cash EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $-12.08M USD 3 Qtrs
Net increase in cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $243.11M USD 3 Qtrs
Net increase in cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $310.67M USD 3 Qtrs
Deconsolidation of funds VariableInterestEntityDeconsolidationDecreaseInCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $101.15M USD 3 Qtrs
Deconsolidation of funds VariableInterestEntityDeconsolidationDecreaseInCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $102.84M USD 3 Qtrs
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $972.00M USD Point-in-time
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $831.73M USD Point-in-time
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.05B USD Point-in-time
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $841.79M USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $972.00M USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $831.73M USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.05B USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $841.79M USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $972.00M USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $831.73M USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.05B USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $841.79M USD Point-in-time
Stockholders Equity 36 line items
Line Item Tag Value Unit Period
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.49B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.13B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.70B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.58B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.61B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.42B USD Point-in-time
Capital contributions AdjustmentsToAdditionalPaidInCapitalCapitalContributions $57.32M USD 3 Qtrs
Capital contributions AdjustmentsToAdditionalPaidInCapitalCapitalContributions $37.50M USD 1 Quarter
Repurchase and cancellation of units StockRepurchasedAndRetiredDuringPeriodValueIncludingNoncontrollingInterestInConsolidatedSubsidiaries $2.24M USD 1 Quarter
Repurchase and cancellation of units StockRepurchasedAndRetiredDuringPeriodValueIncludingNoncontrollingInterestInConsolidatedSubsidiaries $12.19M USD 3 Qtrs
Deferred tax effect resulting from the purchase of OCGH units AdjustmentsToAdditionalPaidInCapitalDeferredTaxEffectOnPurchaseOfUnits $212.02M USD 1 Quarter
Deferred tax effect resulting from the purchase of OCGH units AdjustmentsToAdditionalPaidInCapitalDeferredTaxEffectOnPurchaseOfUnits - USD 3 Qtrs
Equity reallocation between controlling and non-controlling interests NoncontrollingInterestIncreaseDecreaseFromEquityReallocation $-223.00K USD 1 Quarter
Equity reallocation between controlling and non-controlling interests NoncontrollingInterestIncreaseDecreaseFromEquityReallocation $-1.29M USD 3 Qtrs
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $4.06M USD 1 Quarter
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $26.68M USD 1 Quarter
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $60.69M USD 3 Qtrs
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $13.10M USD 3 Qtrs
Distributions declared DividendsCommonStockCash $818.86M USD 3 Qtrs
Distributions declared DividendsCommonStockCash $133.96M USD 3 Qtrs
Distributions declared DividendsCommonStockCash $507.89M USD 1 Quarter
Distributions declared DividendsCommonStockCash $85.26M USD 1 Quarter
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $-16.69M USD 1 Quarter
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $202.80M USD 3 Qtrs
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $81.38M USD 1 Quarter
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $-13.60M USD 3 Qtrs
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-10.82M USD 3 Qtrs
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-5.78M USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-2.41M USD 3 Qtrs
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-5.92M USD 1 Quarter
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.49B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.13B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.70B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.58B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $1.61B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.42B USD Point-in-time
Comprehensive Income 28 line items
Line Item Tag Value Unit Period
Net income (loss) ProfitLoss $-20.90M USD 1 Quarter
Net income (loss) ProfitLoss $67.49M USD 1 Quarter
Net income (loss) ProfitLoss $-187.85M USD 3 Qtrs
Net income (loss) ProfitLoss $285.03M USD 3 Qtrs
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-10.82M USD 3 Qtrs
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-5.78M USD 1 Quarter
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-2.41M USD 3 Qtrs
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-5.92M USD 1 Quarter
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-10.82M USD 3 Qtrs
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-5.92M USD 1 Quarter
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-2.41M USD 3 Qtrs
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-5.78M USD 1 Quarter
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-26.68M USD 1 Quarter
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $61.58M USD 1 Quarter
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-198.66M USD 3 Qtrs
Total comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $282.62M USD 3 Qtrs
Comprehensive income (loss) attributable to OCG ComprehensiveIncomeNetOfTax $-13.74M USD 1 Quarter
Comprehensive income (loss) attributable to OCG ComprehensiveIncomeNetOfTax $-6.97M USD 3 Qtrs
Comprehensive income (loss) attributable to OCG ComprehensiveIncomeNetOfTax $48.73M USD 1 Quarter
Comprehensive income (loss) attributable to OCG ComprehensiveIncomeNetOfTax $90.96M USD 3 Qtrs
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities $20.49M USD 3 Qtrs
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities $6.83M USD 1 Quarter
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities $6.83M USD 1 Quarter
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities $20.49M USD 3 Qtrs
Comprehensive income (loss) attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $70.47M USD 3 Qtrs
Comprehensive income (loss) attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $41.90M USD 1 Quarter
Comprehensive income (loss) attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $-20.57M USD 1 Quarter
Comprehensive income (loss) attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $-27.46M USD 3 Qtrs

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

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