Oaktree Capital Management, L.P. is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California, Florida, Illinois, and Ohio (although they are present in other states as well).
Most Oaktree Capital Management, L.P. clients are health and welfare funds, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $87 million to $1.5 billion.
| Name | Type | Location | |
|---|---|---|---|
| 1 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL |
| 2 | Directors Guild of America - Producer Health Plan | 501(c)(9) | Los Angeles, CA |
| 3 | International Union of Operating Engineers Local 399 Health and Welfare Tru | 501(c)(9) | Chicago, IL |
| 4 | Bethesda | 501(c)(3) | Cincinnati, OH |
Competitors to Oaktree Capital Management, L.P. in the nonprofit sector include Ivy Funds, Inc., Pioneer Investment Management, Inc, Merrill Lynch Life Agency, Fiduciary Investment Advisors, Caremark, Creative Planning, CBIZ Retirement Plan Services, Segall Bryant and Hamill, Wells Fargo Clearing Services LLC, and Blue Cross Blue Shield Of Ma.
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