---
schema_version: "secwatch.filing_event.v1"
accession: "0001403528-26-000068"
form_type: "8-K"
ticker: "OAK-PA"
cik: "0001403528"
company_name: "Brookfield Oaktree Holdings, LLC"
filed_at: "2026-08-03T20:13:49+00:00"
generated_at: "2026-08-03T20:15:28.546174+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# BOH completes acquisition of Oaktree partnerships; new CEO and board appointed

## Summary
- Acquired all limited partnership interests and equity awards of OCGH, OEP, OEP II for cash, BAM/BN shares, ExchangeCo LP interests, and BAM RSUs.
- Disposed Oaktree Capital I GP to Brookfield US Company LLC for fair market value consideration.
- All prior directors (including Howard Marks, Bruce Karsh) resigned; new directors Matt Herrington, Karly Dyck, Kunal Dusad, Brett Fox, Aleks Novakovic appointed; board reduced from 10 to 5.
- CEO Nicholas Goodman and CFO Daniel Levin replaced by Matt Herrington (CEO) and Karly Dyck (CFO/Secretary); both are Brookfield executives and receive no BOH compensation.
- Operating agreement amended to reflect new governance; indirect ownership interests in Oaktree fund GP commitments transferred from BN to Brookfield Wealth Solutions affiliates.

## SEC filing metadata
- accession: 0001403528-26-000068
- form_type: 8-K
- ticker: OAK-PA
- cik: 0001403528
- company_name: Brookfield Oaktree Holdings, LLC
- filed_at: 2026-08-03T20:13:49+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.01, 5.02, 5.03, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000068/0001403528-26-000068-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1403528/000140352826000068/oak-20260731.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001403528-26-000068
- JSON: https://secwatch.observer/filing/0001403528-26-000068.json
- Plain text: https://secwatch.observer/filing/0001403528-26-000068.txt

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