Form 8-K Filing Summary

2026-08-03SEC Filing 8-K (0001403528-26-000068)

This Form 8-K filing reports the completion of transactions contemplated by a Transaction Agreement dated April 14, 2026. The transactions involved the acquisition and/or cancellation of outstanding limited partnership interests and equity awards of OCGH, OEP, and OEP II in exchange for various forms of consideration, including cash, Class A Limited Voting Shares of BAM, Class A Limited Voting Shares of BN, limited partnership interests of ExchangeCo, and/or BAM restricted stock units. Additionally, Brookfield US Company LLC acquired all outstanding limited liability company interests in Oaktree Capital I GP, LLC from OCH. The filing also details changes in the board of directors and executive officers, effective July 31, 2026, including the resignation of previous directors and the appointment of new directors and officers. Matt Herrington was appointed CEO and Karly Dyck was appointed CFO and Secretary. The company's operating agreement was also amended and restated to reflect these changes.

Ticker mentioned:OAK-PA