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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:19 AM ET

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Dan Levin

Named as an officer, director or promoter on SEC Form D filings · CA · Apr 8, 2010 → May 17, 2021

4deals (issuers)
$3.46Breported sold
490investors
20Form D filings
2010–2021years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:21 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Dan Levin is listed as an executive officer and director on 20 SEC Form D filings by 4 issuers between Apr 2010 and May 2021: OAKTREE SENIOR LOAN FUND LP (Los Angeles, CA — pooled investment fund — 2018–2020; $2.57B reported sold to 371 investors), BOX INC (Redwood City, CA — other technology — 2010–2021; $500M reported sold to 30 investors), Oaktree Senior Loan Fund (Cayman) Ltd. (Los Angeles, CA — pooled investment fund — 2018–2020; $363.3M reported sold to 28 investors) and OAKTREE EMPLOYEE INVESTMENT FUND, L.P. (Los Angeles, CA — pooled investment fund — 2018; $28.5M reported sold to 61 investors).

What this means A repeat sponsor — 4 separate companies raised money with this person listed as executive officer and director, over about 11 years. Across those companies the filings report $3.46B sold in total.

Listed alongside Aaron Levie (10 shared filings), Bruce A. Karsh (10 shared filings), Dylan Smith (10 shared filings), John B. Frank (10 shared filings), Oaktree Capital Management, L.P. (10 shared filings, management entity) and 24 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Dan. Each name links to their own page.

3 of the issuers belong to the sponsor group Oaktree (322 issuers, $132.91B reported sold, 2009–2026).

What this means A sponsor group is one team that sets up a new company for each deal. Oaktree has 322 companies on file and $132.91B reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 1 court case matching the name, 1 bankruptcy case matching the name listed in Key records below.

What this means 2 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 20 public filings for Dan Levin and found 17 differences, 3 worth asking the sponsor about: Form D filed 66 days after the first sale; Dan Levin is no longer listed on the Feb 23, 2022 amendment; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Dan Levin has not run yet — it is joining a line of 13,023 names; searches run around the clock at the hosts' allowed rate. Searched so far: 28 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

1 case: 1 closed (disposition not in docket feed)

In Re: Dan Levin v. closed
District Court, N.D. Illinois · No. 1:99-cv-06807 · Filed Oct 18, 1999 · Closed Oct 18, 1999
Role of Dan Levin v.: Party · Outcome: Terminated 1999-10-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 3 people with this name in Form D filings; court in IL (not a filing state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:21 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Dan Levin..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Dan Levin closed
United States Bankruptcy Court, D. Connecticut · No. 06-31206 · Filed Jul 27, 2006 · Closed Nov 8, 2006
Role of Dan Levin: Debtor · Outcome: Case closed 2006-11-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (rare in federal dockets); 3 people with this name in Form D filings; court in CT (not a filing state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:21 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

17 differences found between the filings for Dan Levin — 3 worth asking about (compared 20 filings on Oct 24, 2026)

Worth asking · Oct 15, 2018 – Dec 20, 2018

Form D filed 66 days after the first sale — OAKTREE EMPLOYEE INVESTMENT FUND, L.P.

The filing says the first sale was Oct 15, 2018. The Form D was filed Dec 20, 2018 — 66 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 51 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Dec 20, 2018 ↗OAKTREE EMPLOYEE INVESTMENT FUND, L.P. — PartnerFacts page ↗
Sources
Worth asking · Mar 12, 2020 – Feb 23, 2022

Dan Levin is no longer listed on the Feb 23, 2022 amendment — Oaktree Senior Loan Fund (Cayman) Ltd.

Dan Levin appears on the Mar 12, 2020 Form D/A (executive officer) but not on the Feb 23, 2022 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Mar 12, 2020 ↗Form D/A · Feb 23, 2022 ↗Dan Levin — PartnerFacts page ↗Oaktree Senior Loan Fund (Cayman) Ltd. — PartnerFacts page ↗
Sources
Worth asking · Mar 12, 2020 – Feb 23, 2022

Dan Levin is no longer listed on the Feb 23, 2022 amendment — OAKTREE SENIOR LOAN FUND LP

Dan Levin appears on the Mar 12, 2020 Form D/A (executive officer) but not on the Feb 23, 2022 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Mar 12, 2020 ↗Form D/A · Feb 23, 2022 ↗Dan Levin — PartnerFacts page ↗OAKTREE SENIOR LOAN FUND LP — PartnerFacts page ↗
Sources
Note · Nov 16, 2018 – Dec 20, 2018

Form D filed 34 days after the first sale — OAKTREE EMPLOYEE INVESTMENT FUND, L.P.

The filing says the first sale was Nov 16, 2018. The Form D was filed Dec 20, 2018 — 34 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 19 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Dec 20, 2018 ↗OAKTREE EMPLOYEE INVESTMENT FUND, L.P. — PartnerFacts page ↗
Sources
Note · Nov 19, 2018 – Dec 20, 2018

Form D filed 31 days after the first sale — OAKTREE EMPLOYEE INVESTMENT FUND, L.P.

The filing says the first sale was Nov 19, 2018. The Form D was filed Dec 20, 2018 — 31 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 16 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Dec 20, 2018 ↗OAKTREE EMPLOYEE INVESTMENT FUND, L.P. — PartnerFacts page ↗
Sources
Note · Nov 17, 2014 – May 17, 2021

Dan Levin's role changed at BOX INC: executive officer, director → director

The Nov 17, 2014 filing lists Dan Levin as executive officer, director; the May 17, 2021 Form D lists director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D · Nov 17, 2014 ↗Form D · May 17, 2021 ↗Dan Levin — PartnerFacts page ↗BOX INC — PartnerFacts page ↗
Sources
Note · Jan 29, 2013 – Jul 17, 2014

Dan Levin's role changed at BOX INC: director → executive officer, director

The Jan 29, 2013 filing lists Dan Levin as director; the Jul 17, 2014 Form D lists executive officer, director.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Jan 29, 2013 ↗Form D · Jul 17, 2014 ↗Dan Levin — PartnerFacts page ↗BOX INC — PartnerFacts page ↗
Sources
Note · Aug 14, 2012 – Jan 29, 2013

Offering amount changed between filings — BOX INC

The Aug 14, 2012 filing says $125,000,000 offered; the Jan 29, 2013 Form D/A says $150,000,000.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Aug 14, 2012 ↗Form D/A (later) · Jan 29, 2013 ↗BOX INC — PartnerFacts page ↗
Sources
Note · Oct 14, 2009 – Apr 8, 2010

Offering amount changed between filings — BOX INC

The Oct 14, 2009 filing says $7,109,999 offered; the Apr 8, 2010 Form D says $18,000,001.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D/A (earlier) · Oct 14, 2009 ↗Form D (later) · Apr 8, 2010 ↗BOX INC — PartnerFacts page ↗
Sources
Note · Apr 17, 2009 – Dec 20, 2018

9 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — OAKTREE EMPLOYEE INVESTMENT FUND, L.P. (latest filing Dec 20, 2018) · No amendment in the last 12 months on an offering that may still be open — OAKTREE EMPLOYEE INVESTMENT FUND, L.P. (latest filing Dec 20, 2018) · No amendment in the last 12 months on an offering that may still be open — OAKTREE EMPLOYEE INVESTMENT FUND, L.P. (latest filing Dec 20, 2018) · No amendment in the last 12 months on an offering that may still be open — OAKTREE EMPLOYEE INVESTMENT FUND, L.P. (latest filing Dec 20, 2018) · No amendment in the last 12 months on an offering that may still be open — BOX INC (latest filing Jul 17, 2014) · and 4 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D · Dec 20, 2018 ↗OAKTREE EMPLOYEE INVESTMENT FUND, L.P. — PartnerFacts page ↗Form D · Dec 20, 2018 ↗Form D · Dec 20, 2018 ↗
Sources
Note · Oct 29, 2010 – Aug 10, 2016

Same name, different state: "Dan Levin" (CO) is a separate record

This page covers filings where the address state is CA. A separate record, "Dan Levin" with address state CO, is listed on 8 filings — most recently by Capital Real Estate - Omnia on 8th, LLC (Aug 10, 2016). Both records have filings in the same period (Oct 29, 2010 to Aug 10, 2016).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Dan Levin (CO) — PartnerFacts page ↗Form D · Aug 10, 2016 ↗Capital Real Estate - Omnia on 8th, LLC — PartnerFacts page ↗Dan Levin (CA) — this page ↗
Sources
Note · Jul 30, 2014 – Jan 6, 2016

Same name, different state: "Dan Levin" (MA) is a separate record

This page covers filings where the address state is CA. A separate record, "Dan Levin" with address state MA, is listed on 2 filings — most recently by ViralGains, Inc. (Jan 6, 2016). Both records have filings in the same period (Jul 30, 2014 to Jan 6, 2016).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Dan Levin (MA) — PartnerFacts page ↗Form D · Jan 6, 2016 ↗ViralGains, Inc. — PartnerFacts page ↗Dan Levin (CA) — this page ↗
Sources
Note · Nov 17, 2014 – May 17, 2021

Address moved from Los Altos, CA to Redwood City, CA — BOX INC

The people listed on the Nov 17, 2014 filing give Los Altos, CA; on the May 17, 2021 filing they give Redwood City, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Nov 17, 2014 ↗Form D · May 17, 2021 ↗BOX INC — PartnerFacts page ↗
Sources
Note · Oct 17, 2011 – Aug 14, 2012

Address moved from Palo Alto, CA to Los Altos, CA — BOX INC

The people listed on the Oct 17, 2011 filing give Palo Alto, CA; on the Aug 14, 2012 filing they give Los Altos, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D · Oct 17, 2011 ↗Form D · Aug 14, 2012 ↗BOX INC — PartnerFacts page ↗
Sources
Note · Oct 14, 2009 – Apr 8, 2010

Address moved from Menlo Park, CA to Palo Alto, CA — BOX INC

The people listed on the Oct 14, 2009 filing give Menlo Park, CA; on the Apr 8, 2010 filing they give Palo Alto, CA.

What this means Businesses move; this just shows the two places and dates. If you were told one city and the forms say another, ask which is current.

Form D/A · Oct 14, 2009 ↗Form D · Apr 8, 2010 ↗BOX INC — PartnerFacts page ↗
Sources
Note · Apr 28, 2009 – May 17, 2021

Reported revenue range changed between filings — BOX INC

"Decline to Disclose" (Apr 28, 2009); then "Over $100,000,000" (May 17, 2021).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Apr 28, 2009 ↗Form D · May 17, 2021 ↗BOX INC — PartnerFacts page ↗
Sources
Note · Oct 14, 2009 – Apr 8, 2010

Minimum investment changed between filings — BOX INC

The Oct 14, 2009 filing lists a minimum of $69,999; the Apr 8, 2010 Form D lists $21,999.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Oct 14, 2009 ↗Form D (later) · Apr 8, 2010 ↗BOX INC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 15 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
May 17, 2021 D
BOX INC
File 021-399664
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2020 D/A
OAKTREE SENIOR LOAN FUND LP
File 021-127155
$0$0$0None listed on this filingEDGAR ↗
Mar 12, 2020 D/A
Oaktree Senior Loan Fund (Cayman) Ltd.
File 021-134198
$0$0$0None listed on this filingEDGAR ↗
Dec 20, 2018 D
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-328621
$0$0$0
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the general partner of the Issuer.
None listed on this filingEDGAR ↗
Dec 20, 2018 D
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-328622
$0$0$0
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the general partner of the Issuer.
None listed on this filingEDGAR ↗
Dec 20, 2018 D
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-328648
$0$0$0
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the general partner of the Issuer.
None listed on this filingEDGAR ↗
Dec 20, 2018 D
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-328662
$0$0$0
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the general partner of the Issuer.
None listed on this filingEDGAR ↗
Nov 17, 2014 D
BOX INC
File 021-228494
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2014 D
BOX INC
File 021-221296
$0$0$0None listed on this filingEDGAR ↗
Jul 17, 2014 D
BOX INC
File 021-221311
$0$0$0None listed on this filingEDGAR ↗
Jan 29, 2013 D/A
BOX INC
File 021-182647
$0$0$0None listed on this filingEDGAR ↗
Oct 17, 2011 D
BOX INC
File 021-167369
$0$0$0None listed on this filingEDGAR ↗
Aug 16, 2011 D
BOX INC
File 021-164509
$0$0$0None listed on this filingEDGAR ↗
Mar 2, 2011 D
BOX INC
File 021-156112
$0$0$0None listed on this filingEDGAR ↗
Apr 8, 2010 D
BOX INC
File 021-93658
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 4

Every issuer that named Dan Levin on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

B
Other Technology

BOX INC

Redwood City, CA · Apr 8, 2010 → May 17, 2021 · 10 filings
  • May 17, 2021 · D · $500,000,000 sold of $500,000,000 · 30 investors · min. No minimum reported · role: Director EDGAR ↗
  • Nov 17, 2014 · D · $3,849,750 sold of $3,849,750 · 13 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 17, 2014 · D · $150,000,000 sold of $150,000,000 · 3 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jul 17, 2014 · D · $8,172,320 sold of $10,953,403 · 21 investors · min. No minimum reported · role: Executive Officer, Director EDGAR ↗
  • Jan 29, 2013 · D/A · $150,000,000 sold of $150,000,000 · 17 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 14, 2012 · D · $99,999,989 sold of $125,000,000 · 5 investors · min. No minimum reported · role: Director EDGAR ↗
  • Oct 17, 2011 · D · $29,999,997 sold of $30,000,000 · 4 investors · min. No minimum reported · role: Director EDGAR ↗
  • Aug 16, 2011 · D · $18,671,977 sold of $35,000,000 · 7 investors · min. No minimum reported · role: Director EDGAR ↗
  • Mar 2, 2011 · D · $37,249,999 sold of $37,750,000 · 12 investors · min. No minimum reported · role: Director EDGAR ↗
  • Apr 8, 2010 · D · $15,000,001 sold of $18,000,001 · 7 investors · min. $21,999 · role: Director EDGAR ↗

Raised $500M from 30 investors (100% of the $500M target) as of the latest filing. Dan is listed as director, executive officer on 10 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Other Technology / 506(b) (17,390 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

OS
Pooled Investment Fund · group: Oaktree

Oaktree Senior Loan Fund (Cayman) Ltd.

Los Angeles, CA · Mar 7, 2018 → Mar 12, 2020 · 3 filings
  • Mar 12, 2020 · D/A · $290,565,232 sold of Indefinite · 18 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Mar 22, 2019 · D/A · $290,565,232 sold of Indefinite · 18 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Mar 7, 2018 · D/A · $286,345,232 sold of Indefinite · 17 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Investment Mananger of the Issuer) EDGAR ↗

Raised $363.3M from 28 investors as of the latest filing. Dan is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

OS
Pooled Investment Fund · group: Oaktree

OAKTREE SENIOR LOAN FUND LP

Los Angeles, CA · Mar 7, 2018 → Mar 12, 2020 · 3 filings
  • Mar 12, 2020 · D/A · $2,539,684,521 sold of Indefinite · 364 investors · min. $75,000 · role: Executive Officer (Executive Officer of the Investment Manager of the Issuer.) EDGAR ↗
  • Mar 22, 2019 · D/A · $2,536,434,521 sold of Indefinite · 362 investors · min. $75,000 · role: Executive Officer (Executive Officer of the Investment Manager of the Issuer.) EDGAR ↗
  • Mar 7, 2018 · D/A · $2,508,661,521 sold of Indefinite · 360 investors · min. $75,000 · role: Executive Officer (Executive Officer of the Investment Manager of the Issuer.) EDGAR ↗

Raised $2.57B from 371 investors as of the latest filing. Dan is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

OE
Pooled Investment Fund · group: Oaktree

OAKTREE EMPLOYEE INVESTMENT FUND, L.P.

Los Angeles, CA · Dec 20, 2018 → Dec 20, 2018 · 4 filings
  • Dec 20, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Dec 20, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Dec 20, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Dec 20, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $28.5M from 61 investors as of the latest filing. Dan is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (2)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Dan Levin — CO, 8 issuers, Oct 29, 2010 → Aug 10, 2016 · no shared issuer
  • Dan Levin — MA, 1 issuer, Jul 30, 2014 → Jan 6, 2016 · no shared issuer

People around Dan 29

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

OC
Management entity

Oaktree Capital Management, L.P.

Director, Promoter · 10 shared filings (3 issuers) · also on 223 other issuers

Oaktree Capital Management, L.P. is on 226 issuers in total — a repeat sponsor. Their page lists every one.

SS
No photo found yet (own website and image search run after this page is viewed)
Person

Sheldon Stone

Executive Officer · 10 shared filings (3 issuers) · also on 293 other issuers

Sheldon Stone is on 296 issuers in total — a repeat sponsor. Their page lists every one.

BK
No photo found yet (own website and image search run after this page is viewed)
Person

Bruce A. Karsh

Executive Officer · 10 shared filings (3 issuers) · also on 301 other issuers

Bruce A. Karsh is on 304 issuers in total — a repeat sponsor. Their page lists every one.

JF
No photo found yet (own website and image search run after this page is viewed)
Person

John B. Frank

Executive Officer · 10 shared filings (3 issuers) · also on 301 other issuers

John B. Frank is on 304 issuers in total — a repeat sponsor. Their page lists every one.

DS
No photo found yet (own website and image search run after this page is viewed)
Person

Dylan Smith

Executive Officer, Director, Promoter · 10 shared filings (1 issuer)

Listed on the same filings as Dan Levin. Their page shows their other deals.

AL
No photo found yet (own website and image search run after this page is viewed)
Person

Aaron Levie

Executive Officer, Director, Promoter · 10 shared filings (1 issuer)

Listed on the same filings as Dan Levin. Their page shows their other deals.

RD
No photo found yet (own website and image search run after this page is viewed)
Person

Rory O'Driscoll

Director · 9 shared filings (1 issuer) · also on 13 other issuers

Rory O'Driscoll is on 14 issuers in total — a repeat sponsor. Their page lists every one.

JS
No photo found yet (own website and image search run after this page is viewed)
Person

Josh Stein

Director · 9 shared filings (1 issuer) · also on 17 other issuers

Josh Stein is on 18 issuers in total — a repeat sponsor. Their page lists every one.

HM
No photo found yet (own website and image search run after this page is viewed)
Person

Howard S. Marks

Executive Officer · 6 shared filings (2 issuers) · also on 154 other issuers

Howard S. Marks is on 156 issuers in total — a repeat sponsor. Their page lists every one.

DE
No photo found yet (own website and image search run after this page is viewed)
Person

Dana Evan

Director · 6 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Dan Levin. Their page shows their other deals.

GR
No photo found yet (own website and image search run after this page is viewed)
Person

Gary Reiner

Director · 5 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Dan Levin. Their page shows their other deals.

MH
No photo found yet (own website and image search run after this page is viewed)
Person

Mamoon Hamid

Director · 4 shared filings (1 issuer) · also on 35 other issuers

Mamoon Hamid is on 36 issuers in total — a repeat sponsor. Their page lists every one.

HM
No photo found yet (own website and image search run after this page is viewed)
Person

Howard Marks

Executive Officer · 4 shared filings (1 issuer) · also on 318 other issuers

Howard Marks is on 319 issuers in total — a repeat sponsor. Their page lists every one.

SK
No photo found yet (own website and image search run after this page is viewed)
Person

Steven M Krausz

Director · 3 shared filings (1 issuer) · also on 10 other issuers

Steven M Krausz is on 11 issuers in total — a repeat sponsor. Their page lists every one.

PM
No photo found yet (own website and image search run after this page is viewed)
Person

Peter McGoff

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Dan Levin. Their page shows their other deals.

GY
No photo found yet (own website and image search run after this page is viewed)
Person

Graham Younger

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Dan Levin. Their page shows their other deals.

PW
No photo found yet (own website and image search run after this page is viewed)
Person

Padmasree Warrior

Director · 3 shared filings (1 issuer) · also on 2 other issuers

Listed on the same filings as Dan Levin. Their page shows their other deals.

WF
No photo found yet (own website and image search run after this page is viewed)
Person

Winston Fu

Director · 2 shared filings (1 issuer) · also on 7 other issuers

Winston Fu is on 8 issuers in total — a repeat sponsor. Their page lists every one.

JP
No photo found yet (own website and image search run after this page is viewed)
Person

John Park

Director · 1 shared filing (1 issuer) · also on 8 other issuers

John Park is on 9 issuers in total — a repeat sponsor. Their page lists every one.

BT
No photo found yet (own website and image search run after this page is viewed)
Person

BRYAN TAYLOR

Director · 1 shared filing (1 issuer) · also on 6 other issuers

BRYAN TAYLOR is on 7 issuers in total — a repeat sponsor. Their page lists every one.

CB
No photo found yet (own website and image search run after this page is viewed)
Person

Carl Bass

Director · 1 shared filing (1 issuer) · also on 4 other issuers

Carl Bass is on 5 issuers in total — a repeat sponsor. Their page lists every one.

JL
No photo found yet (own website and image search run after this page is viewed)
Person

JACK LAZAR

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Dan Levin. Their page shows their other deals.

PL
No photo found yet (own website and image search run after this page is viewed)
Person

PETER LEAV

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Dan Levin. Their page shows their other deals.

SB
No photo found yet (own website and image search run after this page is viewed)
Person

Sue Barsamian

Director · 1 shared filing (1 issuer)

Listed on the same filings as Dan Levin. Their page shows their other deals.

KH
No photo found yet (own website and image search run after this page is viewed)
Person

Kim Hammonds

Director · 1 shared filing (1 issuer)

Listed on the same filings as Dan Levin. Their page shows their other deals.

BM
No photo found yet (own website and image search run after this page is viewed)
Person

Bethany Mayer

Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Dan Levin. Their page shows their other deals.

SC
No photo found yet (own website and image search run after this page is viewed)
Person

Stephanie Carullo

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Dan Levin. Their page shows their other deals.

The team behind the deals

O
Sponsor group

Oaktree

322 issuers · 1021 filings · $132.91B reported sold · 2009–2026

One team, 322 deal companies. Dan Levin is listed on 3 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Dan Levin.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 3 of the 4 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): OAKTREE EMPLOYEE INVESTMENT FUND, L.P., Oaktree Senior Loan Fund (Cayman) Ltd., OAKTREE SENIOR LOAN FUND LP.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Dan Levin by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 4 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Dan Levin is listed on: none on file. No website or social profile named in OAKTREE SENIOR LOAN FUND LP's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #41,132 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Los Angeles, CA). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

LinkedIn people search ↗Instagram ↗X (Twitter) ↗Facebook ↗YouTube ↗Google ↗Google Images ↗Google News ↗Meta Ad Library ↗

Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

California Secretary of State business search ↗OpenCorporates ↗

Change history

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