---
schema_version: "secwatch.filing_event.v1"
accession: "0001403528-21-000027"
form_type: "8-K"
ticker: "OAK-PA"
cik: "0001403528"
company_name: "Brookfield Oaktree Holdings, LLC"
filed_at: "2021-09-20T23:59:59+00:00"
generated_at: "2026-06-29T02:34:55.839300+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Oaktree extends credit facility maturity to 2026, lowers AUM covenant to $57.5B

## Summary
- Maturity extended from Dec 13, 2024 to Sep 14, 2026, with option for two additional years.
- Assets under management covenant threshold reduced from $65B to $57.5B of management fee-generating AUM.
- Maximum leverage ratio increased to 4.00:1.00 from prior levels.
- Borrowers are entities owned by Oaktree and Brookfield; Brookfield holds all common units of Oaktree Capital Group.

## SEC filing metadata
- accession: 0001403528-21-000027
- form_type: 8-K
- ticker: OAK-PA
- cik: 0001403528
- company_name: Brookfield Oaktree Holdings, LLC
- filed_at: 2021-09-20T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1403528/000140352821000027/0001403528-21-000027-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1403528/000140352821000027/oak-20210914.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001403528-21-000027
- JSON: https://secwatch.observer/filing/0001403528-21-000027.json
- Plain text: https://secwatch.observer/filing/0001403528-21-000027.txt

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