Brookfield Oaktree Holdings LLC (Brookfield Oaktree Holdings LLC) Effective Interest Rate on Debt % : 3.55% (As of Sep. 2019)

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What is Brookfield Oaktree Holdings LLC Effective Interest Rate on Debt %?

Effective Interest Rate on Debt % is the usage rate that a borrower actually pays on a debt. It is calculated as the positive value of Interest Expense divided by its average total debt. Total debt equals to Long-Term Debt & Capital Lease Obligation plus Short-Term Debt & Capital Lease Obligation. Brookfield Oaktree Holdings LLC's annualized positive value of Interest Expense for the quarter that ended in Sep. 2019 was $239.53 Mil. Brookfield Oaktree Holdings LLC's average total debt for the quarter that ended in Sep. 2019 was $6,752.82 Mil. Therefore, Brookfield Oaktree Holdings LLC's annualized Effective Interest Rate on Debt % for the quarter that ended in Sep. 2019 was 3.55%.

Brookfield Oaktree Holdings LLC Effective Interest Rate on Debt % Historical Data

The historical data trend for Brookfield Oaktree Holdings LLC's Effective Interest Rate on Debt % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

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Brookfield Oaktree Holdings LLC Effective Interest Rate on Debt % Chart

Brookfield Oaktree Holdings LLC Annual Data

Trend

Dec09

Dec10

Dec11

Dec12

Dec13

Dec14

Dec15

Dec16

Dec17

Dec18

Effective Interest Rate on Debt %

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2.59

2.58

1.73

3.73

3.03

Brookfield Oaktree Holdings LLC Quarterly Data
	Dec14	Mar15	Jun15	Sep15	Dec15	Mar16	Jun16	Sep16	Dec16	Mar17	Jun17	Sep17	Dec17	Mar18	Jun18	Sep18	Dec18	Mar19	Jun19	Sep19
Effective Interest Rate on Debt %	Get a 7-Day Free Trial															3.10	3.25	3.14	2.93	3.55

Competitive Comparison of Brookfield Oaktree Holdings LLC's Effective Interest Rate on Debt %

For the Asset Management subindustry, Brookfield Oaktree Holdings LLC's Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Brookfield Oaktree Holdings LLC's Effective Interest Rate on Debt % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Brookfield Oaktree Holdings LLC's Effective Interest Rate on Debt % distribution charts can be found below:

* The bar in red indicates where Brookfield Oaktree Holdings LLC's Effective Interest Rate on Debt % falls into.

Brookfield Oaktree Holdings LLC Effective Interest Rate on Debt % Calculation

Brookfield Oaktree Holdings LLC's annualized Effective Interest Rate on Debt % for the fiscal year that ended in Dec. 2018 is calculated as

	Effective Interest Rate on Debt %
=	-1 * Interest Expense	/	( (Total Debt (A: Dec. 2017 )	+	Total Debt (A: Dec. 2018 ))	/ count )
=	-1 * -160.111	/	( (4828.267	+	5738.468)	/ 2 )
=	-1 * -160.111	/	5283.3675
=	3.03 %

where

	Total Debt (A: Dec. 2017 )
=	Long-Term Debt & Capital Lease Obligation	+	Short-Term Debt & Capital Lease Obligation
=	4828.267	+	0
=	4828.267

	Total Debt (A: Dec. 2018 )
=	Long-Term Debt & Capital Lease Obligation	+	Short-Term Debt & Capital Lease Obligation
=	5738.468	+	0
=	5738.468

Brookfield Oaktree Holdings LLC's annualized Effective Interest Rate on Debt % for the quarter that ended in Sep. 2019 is calculated as

	Effective Interest Rate on Debt %
=	-1 * Interest Expense	/	( (Total Debt (Q: Jun. 2019 )	+	Total Debt (Q: Sep. 2019 ))	/ count )
=	-1 * -239.532	/	( (6103.007	+	7402.623)	/ 2 )
=	-1 * -239.532	/	6752.815
=	3.55 %

where

	Total Debt (Q: Jun. 2019 )
=	Long-Term Debt & Capital Lease Obligation	+	Short-Term Debt & Capital Lease Obligation
=	6103.007	+	0
=	6103.007

	Total Debt (Q: Sep. 2019 )
=	Long-Term Debt & Capital Lease Obligation	+	Short-Term Debt & Capital Lease Obligation
=	7402.623	+	0
=	7402.623

In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data, the Interest Expense data used here is four times the quarterly (Sep. 2019) interest expense data. Effective Interest Rate on Debt % is displayed in the 30-year financial page.

Brookfield Oaktree Holdings LLC (NYSE:OAKpB.PFD) Effective Interest Rate on Debt % Explanation

Effective Interest Rate on Debt % measures the usage rate that a borrower actually pays on a debt.

Brookfield Oaktree Holdings LLC Effective Interest Rate on Debt % Related Terms

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Brookfield Oaktree Holdings LLC (Brookfield Oaktree Holdings LLC) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Brookfield Oaktree Holdings LLC (NYSE:OAKpB.PFD) » Definitions » Effective Interest Rate on Debt %

Comparable Companies

Traded in Other Exchanges

OAKpA.PFD:USA

Address

333 South Grand Avenue, 28th Floor, Los Angeles, CA, USA, 90071

Website

https://www.oaktreecapital.com

Oaktree Capital Group LLC is an alternative asset manager involved in investing in credit, real assets, private equity, and listed equities. It operates into one segment namely the Investment management business which consists of the services that it provides to clients. It operates in the United States where it generates the majority of its revenue.

Executives

Mansco Iii Perry	director	333 S. GRAND AVE., 28TH FL, LOS ANGELES CA 90071
Depelsha Thomas Mcgruder	director	333 S. GRAND AVE., 28TH FLOOR, C/O OAKTREE CAPITAL MANAGEMENT, LOS ANGELES CA 90071
Bruce Flatt	director	C/O BROOKFIELD ASSET MANAGEMENT INC., 181 BAY STREET, P.O. BOX 762, TORONTO A6 M5J2T3
Justin B. Beber	director	C/O BROOKFIELD ASSET MANAGEMENT INC., BROOKFIELD PLACE, 181 BAY ST., STE. 300, TORONTO A6 M5J 2T3
Daniel D Levin	officer: See Remarks	333 S. GRAND AVENUE, 28 TH FLOOR, LOS ANGELES CA 90071
Steven J Gilbert	director	540 MADISON AVE, 40TH FL, NEW YORK NY 10022
Jay S Wintrob	director, officer: Chief Executive Officer	333 S. GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Robert E Denham	director	MUNGER, TOLLES & OLSON LLP, 355 S. GRAND AVENUE, 35TH FLOOR, LOS ANGELES CA 90071
Wayne G Pierson	director	C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Marna C Whittington	director	2959 BARLEY MILL ROAD, YORKLYN DE 19736
David Richard Masson	director	333 S GRAND AVENUE 28TH FL, LOS ANGELES CA 90071
Scott L Graves	officer: Managing Director	2000 AVENUE OF THE STARS, 12TH FLOOR, LOS ANGELES CA 90067
Caleb S Kramer	officer: Managing Director	333 SOUTH GRAND AVE 28TH FL, LOS ANGELES CA 90071
Larry W Keele	director	C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Todd E Molz	officer: See Remarks	C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071