Company profile
Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A
NYSE: OAK-PA · Financial Services · Investment - Banking & Investment Services
#190 of 1,012 Financial Services companies by revenuebottom-quartile growth
EA Score
56CFH 63DQ —GM 31SS 68
v0.1 · 45/100 weight · provisional
↑ return on assets, market scale · ↓ growth stability, revenue growth (YoY)
Methodology →Revenue TTM
$601.5M
Rev growth YoY (TTM)
-16.7%
Net income (FY)
$249.2M
Employees
1,515
as of 2026-07-19
Market cap
$2.5B
as of 2026-07-19
Financials — latest annual
SEC EDGAR · USD-normalizedConceptUSDNativeFY
Revenue$731.8M$731.8M2025
Net income$249.2M$249.2M2025
Operating income$611.9M$611.9M2025
Total assets$6.8B$6.8B2025
Liabilities$1.5B$1.5B2025
Equity$2.3B$2.3B2025
Revenue trend
FY2018 – FY2025 · USD
FY18
FY19
FY20
FY21
FY22
FY23
FY24
FY25
Revenue by segment
Filed disclosures · FY2024
By product
Investment Performance50%
Closed-end Incentive Income48%
Evergreen Incentive Income2%
By geography
Not disclosed.
The read
What is Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A’s revenue?
Brookfield Oaktree Holdings, LLC 6.625 % Non-Cum Red Perp Pfd Units Series A booked $731.8M in FY2025 revenue, contracting 13% year over year — slower than 83% of Financial Services companies we track, at a 34.1% net margin.
Peers · Financial Services
Popular, Inc.51DPerella Weinberg Partners60CLemonade, Inc.47DFirst Busey Corporation56CNMI Holdings, Inc.78B+James River Group Holdings, Ltd.58CNeighbors
Los Angeles →Key facts
CEONicholas H. Goodman
SectorFinancial Services
IndustryInvestment - Banking & Investment Services
HeadquartersLos Angeles, CA
ExchangeNYSE: OAK-PA
Employees1,515
IPO date2018-05-11
Latest filings
No filings loaded — no CIK (non-SEC filer).
Financials: SEC EDGAR (XBRL), USD-normalized per IAS 21 · TTM/quarterly + segments: FMP from filed disclosures · Filings: EDGAR submissions. County headcount and EA Score are in progress — see docs/DATA_GAPS.md.