CRD: 18126
OAK Tree Securities, Inc.
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Optima value
- Established Date
- 07-24-1986
- Office Locations
- 9
Office Locations
About OAK Tree Securities, Inc.
Oaktree offers alternative investment strategies across the capital structure, spanning credit (liquid and illiquid, sourced from borrowers and public markets), equity (private equity, special situations, and listed equities), and real estate leveraging a global footprint and operating-partner relationships. It also publishes frequent market commentary, podcasts, and investor memos, including Howard Marks’ Memo.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL MARTINEZ QUESADA
Broker, Chief Financial Officer, President
- CRD
- #817404
- Ownership
- 50% but less than 75%
ERIC DREW DAHL
DIRECTOR, PRINCIPAL
- CRD
- #735877
- Ownership
- 5% but less than 10%
Ember optima
Delta meridian
- CRD
- #82614
- Ownership
- 3.9%
Showing 2 of 6 owners & executives
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ATHAN ANARGYROS ANTONOPOULOS
--
- CRD
- #4946791
Nicholas Gregory Brakovich
--
- CRD
- #5276945
Radial atlas
Momentum focus atlas
- CRD
- #22614
Showing 2 of 14 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,689,200 | -- |
| Total | $3,689,200 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,689,200
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,839,279,848 | 100.0% |
| Total | $8,839,279,848 | 100.0% |