Every material Form 8-K Brookfield Oaktree Holdings, LLC has filed with the SEC since April 20, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On July 31, 2026, the Transactions under an April 14, 2026 Transaction Agreement were completed, and all outstanding limited partnership interests and equity awards of Oaktree Capital Group Holdings, Oaktree Equity Plan and Oaktree Equity Plan II were acquired or cancelled. The company also reduced its board from 10 directors to 5, replaced its CEO and CFO, and amended its operating agreement, changing its governance structure and removing certain member consent rights over management.
Transactions completed July 31, 2026; consideration included cash, Brookfield Asset Management and Brookfield Corporation Class A Limited Voting Shares, ExchangeCo limited partnership interests, and BAM restricted stock units.
Ten directors resigned, including Howard S. Marks and Bruce A. Karsh; Matt Herrington, Karly Dyck, Kunal Dusad, Brett Fox and Aleks Novakovic were appointed, and the board was reduced to 5 directors.
Matt Herrington succeeded Nicholas H. Goodman as CEO, and Karly Dyck succeeded Daniel Levin as CFO and Secretary, effective July 31, 2026.
Oaktree Capital I GP, LLC was sold to Brookfield US Company LLC for fair market value consideration; the filing does not disclose a dollar amount.
Brookfield Oaktree Holdings, LLC completed a distribution in kind on April 20, 2026, transferring 100% of its equity interests in OCG NTR Holdings LLC to its affiliate Brookfield Oaktree Holdings Canada Inc. under a Distribution Agreement dated the same day. The filing says the transfer covers indirect interests in entities that include Brookfield Real Estate Income Trust Inc., a Maryland corporation. The filing does not describe financial terms, valuation, or effects on the company's results.
Distribution Agreement dated April 20, 2026, between BOH and Brookfield Oaktree Holdings Canada Inc. (BOHCI)
BOH distributed 100 Common Shares of OCG NTR Holdings LLC, representing 100% of its equity interests in NTR
The distribution was completed on April 20, 2026, in respect of BOH's Class A common units
The 8-K was signed by CFO Daniel D. Levin on April 27, 2026
Brookfield Oaktree Holdings, LLC entered into a Transaction Agreement on April 14, 2026, under which all outstanding limited partnership interests and equity awards of Oaktree Capital Group Holdings, Oaktree Equity Plan and Oaktree Equity Plan II will be acquired or cancelled. The consideration may include cash, Class A Limited Voting Shares of BAM or BN, ExchangeCo limited partnership interests, and BAM restricted stock units. The filing says the terms will not affect the company's 6.625% Series A and 6.550% Series B preferred units, and the deal is subject to customary closing conditions, including required regulatory approvals.
Agreement dated April 14, 2026, with Acquisition Z (2026) LP and other parties, including Brookfield Asset Management Ltd. and Brookfield Corporation for limited purposes.
Consideration may be cash, BAM Class A or BN Class A shares, ExchangeCo limited partnership interests, BAM RSUs, or a combination.
Brookfield US Company LLC would buy all interests in Oaktree Capital I GP, LLC, in which BOH holds an approximately 74% economic interest before the Transactions.
Either party may terminate if the Transactions do not close before January 14, 2027.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Brookfield Oaktree Holdings, LLC filing is on SEC EDGAR ↗. 8-K briefs of other companies →