On March 15, 2024, Oaktree Capital Group, LLC (the “Company”) changed its name to Brookfield Oaktree Holdings, LLC. The Company’s 6.625% Series A Preferred units and 6.550% Series B Preferred units will continue trading under the ticker symbols “OAK-PA” and “OAK-PB”, respectively, on the New York Stock Exchange.
Brookfield Oaktree Holdings, LLC (f/k/a Oaktree Capital Group, LLC) is a publicly traded partnership. We are generally not subject to federal or state income tax. Instead, each partner is required to report its allocable share of our items of income, gain, loss, deduction or tax credit in the partner's income tax return.
2023 Schedule K-1 Tax Information
We are pleased to present you with your Series A Preferred units and Series B Preferred units Schedule K-1 tax information for tax year 2023. To view or download your 2023 Schedule K-1 tax information, please click the link below. For login or other assistance related to the site and its contents, please contact Tax Package Support at 866-709-8178. Hard copies of the Schedule K-1 packages will also be mailed following the release at the end of March.
2023 Schedule K-3 Tax Information
Your tax year 2023 Schedule K-3 will be available by July 1, 2024. Upon release, you can view or download your 2023 Schedule K-3 tax information by clicking the link below.
Some unitholders (primarily foreign unitholders as well as certain corporate and/or partnership unitholders) may need the detailed information disclosed on the new Schedule K-3 for their specific reporting requirements. To the extent Schedule K-3 is applicable to your federal income tax return filing needs, we encourage you to review the information contained on this form and refer to the appropriate federal laws and guidance, or consult with your tax advisor.
IRC Section 1446(f)
As it relates to the applicability of withholding under IRC §1446(f) beginning January 1, 2023, Brookfield Oaktree Holdings, LLC is not engaged in a U.S. trade or business and therefore meets the exception to 10% withholding provided for in Treasury Regulation §1.1446(f)-4. Please refer to the 92 Day Qualified Notice posted on the Distributions page.
Frequently Asked Tax Questions
Click Here to Access Your Schedule K-1 Tax Information
Schedule K-1 for Tax Years 2022 and Prior
You can also obtain a copy of your Schedule K-1 tax information for 2022 and prior years by clicking on the link below, or by contacting Tax Package Support at 866-709-8178.
Click Here to Access Your Prior Year Schedule K-1 Tax Information