{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NYSE/OAK-PA",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Brookfield Oaktree Holdings, LLC (NYSE: OAK-PA) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is Brookfield Oaktree Holdings, LLC, listed on NYSE under ticker OAK-PA. The ISIN is not on the record; the LEI is 254900T1ODNFOK2L6090, and the LEI carries several US ISINs: US6740011027, US6740012017, US6740013007 and US6740014096. The security type is Corporate, the sector is 6282 Investment Advice, and the jurisdiction is United States, Delaware. The segment is not on the record. The issuer is listed and not halted.\n\n## The disclosure read\n\nThe record holds 17 filings in the window 2025-11-08 to 2026-11-08, across 12 filing days. The median gap between filing days is 11 days. The latest filing is dated 2026-08-17, a regulatory filing, 83 days before the record date of 2026-11-08. The NYSE median cadence gap is 6.0 days and the NYSE median latency is 4.0 days, across 3256 issuers. The sector median cadence gap is 5.0 days and the sector median latency is 3 days, across 65 issuers.\n\n## Auditor\n\nThe auditor of record is Ernst & Young LLP, Los Angeles, California. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable: the chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, with the chapter as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations page.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe vintage is sealed. The sealed years holding the issuer are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.\n\n## Sources\n\n8 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://data.sec.gov/submissions/CIK0001403528.json (identity.jurisdiction)\n- https://api.gleif.org/api/v1/lei-records/254900T1ODNFOK2L6090 (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NYSE/OAK-PA (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm (the auditor)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.us-cm-kg.ai/record/NYSE/OAK-PA (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm",
    "state": "sourced",
    "value": "Ernst & Young LLP"
   },
   "auditor_firm_id": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm",
    "state": "sourced",
    "value": "42"
   },
   "auditor_location": {
    "read_by": "EDGAR 10-K cover page iXBRL tag (dei:AuditorName, dei:AuditorLocation, dei:AuditorFirmId, dei:DocumentPeriodEndDate)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm",
    "state": "sourced",
    "value": "Los Angeles, California"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NYSE/OAK-PA",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 3256,
     "median_cadence_gap_days": 6,
     "median_filings": 64,
     "median_latency_days": 4,
     "name": "NYSE"
    },
    "sector": {
     "issuers": 65,
     "median_cadence_gap_days": 5,
     "median_filings": 79,
     "median_latency_days": 3,
     "name": "6282 Investment Advice"
    }
   },
   "by_type": {
    "corporate_news": 2,
    "directors_dealings": 8,
    "regulatory_filing": 2,
    "results": 4,
    "takeover": 1
   },
   "cadence_median_gap_days": 11,
   "filing_days": 12,
   "filings": 17,
   "latency_days": 83,
   "latest": [
    {
     "category": "SCHEDULE 13D/A",
     "date": "2026-08-17",
     "source": "https://www.sec.gov/Archives/edgar/data/1403528/000114036126033457/xslSCHEDULE_13D_X02/primary_doc.xml",
     "title": "SCHEDULE 13D/A",
     "type": "regulatory_filing"
    },
    {
     "category": "10-Q",
     "date": "2026-08-11",
     "source": "https://www.sec.gov/Archives/edgar/data/1403528/000140352826000085/oak-20260630.htm",
     "title": "10-Q — 10-Q",
     "type": "results"
    },
    {
     "category": "3",
     "date": "2026-08-03",
     "source": "https://www.sec.gov/Archives/edgar/data/1403528/000140352826000078/xslF345X06/wk-form3_1785789641.xml",
     "title": "3 — FORM 3",
     "type": "directors_dealings"
    },
    {
     "category": "3",
     "date": "2026-08-03",
     "source": "https://www.sec.gov/Archives/edgar/data/1403528/000140352826000076/xslF345X06/wk-form3_1785789496.xml",
     "title": "3 — FORM 3",
     "type": "directors_dealings"
    },
    {
     "category": "3",
     "date": "2026-08-03",
     "source": "https://www.sec.gov/Archives/edgar/data/1403528/000140352826000074/xslF345X06/wk-form3_1785789146.xml",
     "title": "3 — FORM 3",
     "type": "directors_dealings"
    }
   ],
   "latest_filing_date": "2026-08-17",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/OAK-PA",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NYSE"
   },
   "isin": {
    "market": "US",
    "reason": "several US ISINs on the LEI: US6740011027, US6740012017, US6740013007, US6740014096",
    "state": "not_on_record"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001403528.json",
    "state": "sourced",
    "value": "United States — Delaware"
   },
   "lei": {
    "read_by": "GLEIF name-exact (jurisdiction US-DE; GLEIF golden copy 2026-09-12)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/254900T1ODNFOK2L6090",
    "state": "sourced",
    "value": "254900T1ODNFOK2L6090"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001403528.json",
    "state": "sourced",
    "value": "Brookfield Oaktree Holdings, LLC"
   },
   "sector": {
    "read_by": "EDGAR submissions API (issuer header as filed) (SIC code as assigned by the SEC)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001403528.json",
    "state": "sourced",
    "value": "6282 Investment Advice"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001403528.json",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "OAK-PA"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:ad7b204aa2cef1007b276fafcbde3fd09f436ee86885ac6946aa9be883e164eb",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NYSE/OAK-PA",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:ad7b204aa2cef1007b276fafcbde3fd09f436ee86885ac6946aa9be883e164eb",
 "path": "/us/NYSE/OAK-PA",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is Brookfield Oaktree Holdings, LLC, listed on NYSE under ticker OAK-PA. The ISIN is not on the record; the LEI is 254900T1ODNFOK2L6090, and the LEI carries several US ISINs: US6740011027, US6740012017, US6740013007 and US6740014096. The security type is Corporate, the sector is 6282 Investment Advice, and the jurisdiction is United States, Delaware. The segment is not on the record. The issuer is listed and not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 17 filings in the window 2025-11-08 to 2026-11-08, across 12 filing days. The median gap between filing days is 11 days. The latest filing is dated 2026-08-17, a regulatory filing, 83 days before the record date of 2026-11-08. The NYSE median cadence gap is 6.0 days and the NYSE median latency is 4.0 days, across 3256 issuers. The sector median cadence gap is 5.0 days and the sector median latency is 3 days, across 65 issuers.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Ernst & Young LLP, Los Angeles, California. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines. The domicile change is not on the record, as EDGAR states no dated change of state of incorporation on a filing line. The segment move is not on the record, as the exchanges' tier transfers are not EDGAR filings. The halt flag reads listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable: the chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, with the chapter as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations page.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The vintage is sealed. The sealed years holding the issuer are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001403528.json"
  },
  {
   "for": "identity.lei",
   "source": "https://api.gleif.org/api/v1/lei-records/254900T1ODNFOK2L6090"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NYSE/OAK-PA"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the auditor",
   "source": "https://www.sec.gov/Archives/edgar/data/1403528/000140352826000006/oak-20251231.htm"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NYSE/OAK-PA"
  }
 ],
 "title": "Brookfield Oaktree Holdings, LLC (OAK-PA) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}