---
schema_version: "secwatch.filing_event.v1"
accession: "0001403528-21-000030"
form_type: "8-K"
ticker: "OAK-PA"
cik: "0001403528"
company_name: "Brookfield Oaktree Holdings, LLC"
filed_at: "2021-10-14T23:59:59+00:00"
generated_at: "2026-06-28T20:49:21.901716+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# Oaktree receives $200M commitments for 3.06% senior notes due 2037

## Summary
- Issuer (Oaktree Capital Management) secured $200M in 3.06% senior notes due 2037 from accredited investors.
- Notes are senior unsecured obligations guaranteed by Oaktree Capital I, II, and AIF Investments L.P.
- Proceeds to be used for general corporate purposes; expected close by January 12, 2022.
- Offering is exempt from registration under Section 4(a)(2) of the Securities Act; not registered.

## SEC filing metadata
- accession: 0001403528-21-000030
- form_type: 8-K
- ticker: OAK-PA
- cik: 0001403528
- company_name: Brookfield Oaktree Holdings, LLC
- filed_at: 2021-10-14T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 8.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1403528/000140352821000030/0001403528-21-000030-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1403528/000140352821000030/oak-20211014.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001403528-21-000030
- JSON: https://secwatch.observer/filing/0001403528-21-000030.json
- Plain text: https://secwatch.observer/filing/0001403528-21-000030.txt

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