secwatch.observer — SEC 8-K summary
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Issuer:     Brookfield Oaktree Holdings, LLC (OAK-PA)
CIK:        0001403528
Form:       8-K
Filed at:   2021-11-08T23:59:59+00:00
Accession:  0001403528-21-000034
Event type: debt
Sentiment:  neutral
Materiality: 0.50
Item codes: 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Oaktree issues $200M 3.06% senior notes due 2037 in private placement
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- Issued $200M aggregate principal of 3.06% Senior Notes due Jan 12, 2037 via private placement.
- Notes senior unsecured, guaranteed by Oaktree Capital I, II, and Oaktree AIF Investments on joint basis.
- Proceeds for general corporate purposes; closing expected on or before Jan 12, 2022.
- Note agreement includes financial covenants on leverage ratio and minimum AUM.
- Issuer and guarantors indirectly owned by Oaktree Capital Group Holdings and Brookfield.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1403528/000140352821000034/0001403528-21-000034-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1403528/000140352821000034/oak-20211104.htm
  HTML page:      https://secwatch.observer/filing/0001403528-21-000034

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