Pershing Square Capital Management vs Oaktree Capital Management

A side-by-side comparison of Pershing Square Capital Management and Oaktree Capital Management across firm type, scale, strategy, and geography.

Scale comparison

Pershing Square Capital Managementn/d

Oaktree Capital Management$224B

Key observations

• Oaktree Capital Management is the most established (founded 1995), 8 years before Pershing Square Capital Management (2003).
• Oaktree Capital Management has the broadest mandate — active across 5 asset classes vs 3 for Pershing Square Capital Management.
• All 2 firms invest in Private Equity, Real Estate.
• Pershing Square Capital Management is the only one here in Hedge Funds.
• All 2 are headquartered in United States.
• Pershing Square Capital Management's network is more connected (13/100 vs 0/100), indicating broader relationship diversity.
• Overall similarity is 18%, driven by 2 shared asset classes, 75% geo overlap, same country.

18%Similarity score2 shared asset classes · 75% geo overlap · same country

	Pershing Square Capital Management	Oaktree Capital Management
Basics
Firm type	Asset Manager	Asset Manager
Country	United States	United States
Founded	2003	1995
Firm age	23 yrs	31 yrs
Roles	Gp, Advisor	Gp
Scale & AUM
AUM		$224B
Market position	Large ($20–100B)	Giant ($100–500B)
Strategy & Focus
Investment style	Multi-asset	Multi-asset
Diversification	Diversified	Broad
Strategies		18 — Distressed Debt, Opportunistic Credit, Direct Lending, Senior Secured Loans

Frequently asked

What is the difference between Pershing Square Capital Management and Oaktree Capital Management?

Pershing Square Capital Management is a asset manager based in United States, while Oaktree Capital Management is a asset manager based in United States. This page compares their firm type, assets under management, strategies, and geographic focus.

Which is larger, Pershing Square Capital Management or Oaktree Capital Management?

AUM figures are not fully available for both firms on DataBane yet.

Pershing Square Capital Management profile →Oaktree Capital Management profile →

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Geography
Geographic bias	North America	North America
Regions	North America, Europe, Global	North America, Europe, Emerging Markets, Global
Shared geographies	North America, Europe, Global

Fund Portfolio
Published funds	0	5
Largest fund	—	Oaktree Opportunities Fund XII
Fund statuses	—	Closed (5)

Team
Total contacts	8	24
Team-to-AUM ratio	—	0.1 per $B

Network & Relationships
Connectivity	13/100	0/100
Network strength	1/100	0/100
Relationships	2	0
Relationship density	Very high	Moderate
Network maturity	Emerging	Emerging

Similarity
Overall similarity	18%
Asset class overlap	33%
Geography overlap	75%