Compare

Virtus Investment Partners, Inc. vs Hamilton Lane Inc vs BRC Group Holdings, Inc. vs Brookfield Oaktree Holdings, LLC

Latest annual figures from SEC filings. Each company is shown for its own most recent fiscal year, so period ends can differ. Select a figure to see its full history.

Latest fiscal year	Virtus Investment Partners, Inc. VRTS	Hamilton Lane Inc HLNE	BRC Group Holdings, Inc. RILY	Brookfield Oaktree Holdings, LLC OAK-PA
Year ended	2025-12-31	2026-03-31	2025-12-31	2025-12-31
Revenue	$852.87M	$758.99M	$967.60M	$679.55M
Revenue growth (YoY)	-6.0%	+6.5%	+29.6%	-12.6%
Gross margin	n/a	n/a	85.0% (computed)	n/a
Operating margin	19.8%	n/a	7.8%	n/a
Net margin	15.9%	32.8%	31.8%	36.7%
Net income	$135.99M	$249.18M	$307.42M	$249.24M
EPS (Diluted)	$19.97	n/a	$9.80	$1.88
Operating cash flow	-$67.20M	$424.92M	-$59.71M	$470.99M
Free cash flow	-$74.09M	$419.07M	n/a	n/a
Cash & equivalents	n/a	n/a	$226.60M	n/a
Total assets	$4.29B	$2.30B	$1.71B	$6.80B
Total liabilities	$3.25B	$838.36M	$1.83B	$1.46B
Shareholders' equity	$934.04M	$915.23M	-$171.53M	$2.26B
Return on year-end equity	14.6%	27.2%	n/a	11.0%
Shares outstanding	6.70M	n/a	30.60M	n/a

n/a means the company did not report that line under the concept TickerFacts maps, not that it is zero.

Revenue, most recent five fiscal years

Fiscal year	Virtus Investment Partners, Inc.	Hamilton Lane Inc	BRC Group Holdings, Inc.	Brookfield Oaktree Holdings, LLC
Latest	$852.87M Ended 2025-12-31	$758.99M Ended 2026-03-31	$967.60M Ended 2025-12-31	$679.55M Ended 2025-12-31
1 year earlier	$906.95M Ended 2024-12-31	$712.96M Ended 2025-03-31	$746.42M Ended 2024-12-31	$777.95M Ended 2024-12-31
2 years earlier	$845.27M Ended 2023-12-31	$553.84M Ended 2024-03-31	$1.47B Ended 2023-12-31	$688.79M Ended 2023-12-31
3 years earlier	$886.38M Ended 2022-12-31	$528.75M Ended 2023-03-31	$939.48M Ended 2022-12-31	$1.10B Ended 2022-12-31
4 years earlier	$979.23M Ended 2021-12-31	$367.92M Ended 2022-03-31	$1.55B Ended 2021-12-31	$1.45B Ended 2021-12-31