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K-1 & Tax Information

Oaktree Capital Group, LLC (NYSE:OAK) is a publicly traded partnership. We are generally not subject to federal or state income tax. Instead, each partner is required to report its allocable share of our items of income, gain, loss, deduction or tax credit in the partner's income tax return.

  Frequently Asked Tax Questions

2017 Schedule K-1 Taxable Income Estimate

We are pleased to present the Schedule K-1 Taxable Income Estimate for the Nine Months Ended September 30, 2017 on a per unit basis.

  Schedule K-1 Taxable Income Estimate for the Nine Months Ended September 30, 2017

2016 Schedule K-1 Tax Information

We are pleased to present you with your Schedule K-1 tax information for the 2016 tax year. To view or download your 2016 Schedule K-1 tax information, please click the link below. For login or other assistance related to the site and its contents, please contact Tax Package Support at 866-709-8178. Hard copies of the Schedule K-1 packages will also be mailed following the release at the end of March.

Click Here to Access your Schedule K-1 Tax Information

Schedule K-1 for Tax Years 2015 and Prior

You can also obtain a copy of your Schedule K-1 tax information for 2015 and prior years by clicking on the link above, or by contacting Tax Package Support at 866-709-8178.

Sample Schedule K-1 Forms

  Sample 2016 OAK Schedule K-1 - 10,000 units
  Sample 2016 OAK Schedule K-1 - 1,000 units

  Sample 2015 OAK Schedule K-1 - 10,000 units
  Sample 2015 OAK Schedule K-1 - 1,000 units

  Sample 2014 OAK Schedule K-1 - 10,000 units
  Sample 2014 OAK Schedule K-1 - 1,000 units