---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-059419"
form_type: "8-K"
ticker: "OAK-PA"
cik: "0001403528"
company_name: "Brookfield Oaktree Holdings, LLC"
filed_at: "2024-03-05T23:59:59+00:00"
generated_at: "2026-06-05T03:37:29.642988+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Oaktree Capital Group appoints Brookfield's Nicholas Goodman as CEO; plans name change to Brookfield Oaktree Holdings

## Summary
- Nicholas H. Goodman appointed CEO effective March 1, 2024; he will remain President/CFO of Brookfield and receive no compensation from Oaktree.
- Company to rename to Brookfield Oaktree Holdings, LLC on March 15, 2024; preferred unit tickers OAK-PA/OAK-PB and CUSIPs unchanged.
- Q2 2024 internal reorganization: General Partner of Oaktree Capital I transferred to new Atlas OCM entity; no economic impact on Company.
- Preferred unitholder distribution protections enhanced via letter agreement with Atlas OCM, restricting distributions on junior units unless preferred distributions are paid.

## SEC filing metadata
- accession: 0001193125-24-059419
- form_type: 8-K
- ticker: OAK-PA
- cik: 0001403528
- company_name: Brookfield Oaktree Holdings, LLC
- filed_at: 2024-03-05T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 5.02, 8.01, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1403528/000119312524059419/0001193125-24-059419-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1403528/000119312524059419/d748007d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-059419
- JSON: https://secwatch.observer/filing/0001193125-24-059419.json
- Plain text: https://secwatch.observer/filing/0001193125-24-059419.txt

## Key facts
- Executive change
  Nicholas H. Goodman was appointed as chief executive officer at Brookfield Oaktree Holdings, LLC.
  - Action: appointed
  - Role: chief executive officer
  source text: On February 28, 2024, Nicholas H. Goodman was appointed chief executive officer of Oaktree Capital Group, LLC (the “Company”) by the board of directors of the Company (the “Board”), effective as of March 1, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1403528/000119312524059419/0001193125-24-059419-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.