secwatch.observer — SEC 8-K summary
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Issuer:     Brookfield Oaktree Holdings, LLC (OAK-PA)
CIK:        0001403528
Form:       8-K
Filed at:   2026-08-03T20:13:49+00:00
Accession:  0001403528-26-000068
Event type: m_and_a
Sentiment:  neutral
Materiality: 0.80
Item codes: 2.01, 5.02, 5.03, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1403528/000140352826000068/0001403528-26-000068-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1403528/000140352826000068/oak-20260731.htm
  HTML page:      https://secwatch.observer/filing/0001403528-26-000068

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