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Gregory Brandner

24 Years of Experience
New York, NY

Gregory Brandner is a registered investment advisor at Oaktree Capital Management, L.P., based in New York, NY, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 348 clients with $170B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
348 clients
Average Client Portfolio
$491.3M average
Assets Under Management
$171.0B

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)

Oaktree Capital Management's fees vary depending on the type of account and are outlined in the governing documents.

For closed-end investment funds, management fees during the investment period typically range from 0.85% to 1.75% per year. For open-end investment funds, management fees range from 0.40% to 0.80% of the fund's net asset value per year. Evergreen investment funds pay a management fee typically quarterly, ranging from 0.9% to 1.5% per year.

Management fees for separately managed accounts are negotiated between Oaktree and the client.

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Location

1301 Avenue of the Americas, 34th Floor, New York, NY, 10019

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is the owner of Skylands Ownership Group LLC, which operates Skylands Ice World skating rink. He provides management oversight, dedicating a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Oaktree Capital Management, L.P.
June 2005 - Present · 20 yrs 10 mos
Previous Registrations
Oaktree Capital Management, LLC
February 2001 - November 2004 · 3 yrs 9 mos
Oaktree Capital Management, LLC
February 2001 - December 2002 · 1 yr 10 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.