Data / Public companies / SIC 6282: Investment advice / Brookfield Oaktree Holdings, LLC
Brookfield Oaktree Holdings, LLC: revenue, net income and total assets from its latest annual report
Updated March 24, 2026. Source: SEC Financial Statement Data Sets, filing 0001403528-26-000006.
Brookfield Oaktree Holdings, LLC reported revenue of $679.5 million, net income of $249.2 million and total assets of $6.80 billion for the fiscal year ended December 31, 2025, in its annual report (10-K) filed with the SEC on March 24, 2026. It ranks 27th by revenue of 46 companies in SIC 6282, investment advice.
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- SEC central index key (CIK)
- 1403528
- Industry
- SIC 6282, Investment advice
- Business address (city and state)
- Los Angeles, California
- Incorporated in
- Delaware
- Filer category
- Non-accelerated filer
- Fiscal year ends
- December 31
- Latest annual report
- 10-K filed March 24, 2026
- Annual and quarterly reports in the data
- 1 annual, 4 quarterly
Financials for the fiscal year ended December 31, 2025
As filed, in US dollars. The prior year value is the comparison column in the same report.
| Item | This year | Prior year | Change | Source |
|---|---|---|---|---|
| Revenue | $679,546,000 | $777,950,000 | -12.6% | sec.gov |
| Net income | $249,238,000 | $307,524,000 | -19% | sec.gov |
| Total assets | $6,800,312,000 | $7,073,432,000 | -3.9% | sec.gov |
| Total liabilities | $1,464,479,000 | Not listed | Not listed | sec.gov |
| Stockholders' equity | $2,254,830,000 | Not listed | Not listed | sec.gov |
| Cash and cash equivalents | $190,740,000 | Not listed | Not listed | sec.gov |
How it compares
- Net margin (net income over revenue)
- 36.7%
- Revenue change on the prior year
- -12.6%
- Revenue rank in SIC 6282
- 27th of 46
- Revenue rank in California
- 248th of 662
- Revenue rank among all companies in the data
- 1,916th of 4,486
Companies next to it by revenue in SIC 6282
Investment advice, from the same data.
| Company | Business address | Revenue | Net income | Total assets | Revenue change |
|---|---|---|---|---|---|
| Artisan Partners Asset Management Inc. | Milwaukee, WI | $1.20 billion | $290.3 million | $1.58 billion | 7.6% |
| BRC Group Holdings, Inc. | Los Angeles, CA | $967.6 million | $307.4 million | $1.71 billion | 29.6% |
| Virtus Investment Partners, Inc. | Hartford, CT | $852.9 million | $136 million | $4.29 billion | -6% |
| Hamilton Lane Inc | Conshohocken, PA | $759 million | $249.2 million | $2.30 billion | 6.5% |
| Blue Owl Capital Inc. | New York, NY | $567.8 million | $78.8 million | $12.47 billion | 7.6% |
| Acadian Asset Management Inc. | Boston, MA | $563.7 million | $80 million | $677 million | 11.5% |
| GCM Grosvenor Inc. | Chicago, IL | $557.6 million | $45.4 million | $813.8 million | 8.5% |
| Cohen & Steers, Inc. | New York, NY | $556.1 million | $153.2 million | $876.7 million | 7.5% |
Public data from the US Securities and Exchange Commission. Companies are the registrants whose latest annual report (form 10-K, 20-F or 40-F) is in the SEC Financial Statement Data Sets for 2025 Q3 to 2026 Q3, filed through September 30, 2026. Figures are for the whole fiscal year of that report, in US dollars, as the company filed them in XBRL: SpecStream does not adjust them. The SEC does not guarantee the data sets, and they do not replace the filings. Revenue is the revenue tag the company used; banks and funds often use none. Combined totals add each company once and can include a parent and its subsidiary that both file. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.