Principal · Oaktree Capital Management, L.P.
Sheldon M. Stone
CRD 4332716 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Oaktree Capital Management, L.P., an SEC-registered private fund adviser based in LOS Angeles, CA with $183.3 billion in regulatory assets, lists Sheldon M. Stone on its Form ADV as Principal, a control person. The SEC filings also name Sheldon at 2 other registered advisers.
Firms and roles
- Oaktree Capital Management, L.P.PrincipalPrivate fund adviser · LOS Angeles, CA · $183B in regulatory assets
- Oaktree Fund Advisors, LLCPrincipalAsset manager · LOS Angeles, CA · $14B in regulatory assets
- Aeref Management, LLCPrincipalPrivate fund adviser · New York, NY · $194M in regulatory assets
AtlasMembers
Sheldon’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (16)
- Howard S. MarksCo-Chairman, Oaktree Capital Management, L.P.
- Bruce A. KarshCo-Chairman, Chief Investment Officer, Oaktree Capital Management, L.P.
- John B. FrankVice Chairman, Oaktree Capital Management, L.P.
- Rodney P. VencatachellumManaging Director and Chief Compliance Officer, Oaktree Capital Management, L.P.
- Robert J. O'LearyCo-Chief Executive Officer, Oaktree Capital Management, L.P.
11 more people named with Sheldon on the same filings, with titles and firms. Free in Atlas with a free account.
See all 16 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sheldon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.