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K-1 & Tax Information

Oaktree Capital Group, LLC 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

2018 Schedule K-1 Tax Information

We are pleased to present you with your 2018 Schedule K-1 tax information for the Class A units (NYSE: OAK), Series A Preferred units (NYSE: OAK PR A) and Series B Preferred units (NYSE: OAK PR B). To view or download your 2018 Schedule K-1 tax information, please click the link below. For log in 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 2017 and Prior

You can also obtain a copy of your Schedule K-1 tax information for 2017 and prior years by clicking on the link below, or by contacting Tax Package Support at 866-709-8178.

Click Here to Access Your Prior Year Schedule K-1 Tax Information

Sample Schedule K-1 Forms

  Sample 2018 OAK Schedule K-1 - 10,000 units
  Sample 2018 OAK Schedule K-1 - 1,000 units

  Sample 2018 OAK PR A Schedule K-1 - 10,000 units
  Sample 2018 OAK PR A Schedule K-1 - 1,000 units

  Sample 2018 OAK PR B Schedule K-1 - 10,000 units
  Sample 2018 OAK PR B Schedule K-1 - 1,000 units

  Sample 2017 OAK Schedule K-1 - 10,000 units
  Sample 2017 OAK Schedule K-1 - 1,000 units

  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


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