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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:14 AM ET

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Jay Ghiya

Named as an officer, director or promoter on SEC Form D filings · CA · Nov 12, 2014 → Oct 16, 2026

15deals (issuers)
$9.1Breported sold
523investors
24Form D filings
2014–2026years on file

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:32 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jay Ghiya is listed as an executive officer and director on 24 SEC Form D filings by 15 issuers between Nov 2014 and Oct 2026. Largest by amount reported sold: Oaktree Direct Lending Evergreen Fund, L.P. (Los Angeles, CA — pooled investment fund — 2026; $1.8B reported sold to 1 investors), Oaktree Direct Lending Evergreen Fund Feeder, L.P. (Los Angeles, CA — pooled investment fund — 2026; $1.8B reported sold to 14 investors), Oaktree Special Situations Fund IV, L.P. (Los Angeles, CA — pooled investment fund — 2026; $1.29B reported sold to 60 investors), Oaktree Real Estate Income Fund, L.P. (Los Angeles, CA — pooled investment fund — 2026; $1.19B reported sold to 129 investors), Oaktree Special Situations Fund IV (Parallel), L.P. (Los Angeles, CA — pooled investment fund — 2026; $967.8M reported sold to 32 investors) and 10 more (all listed below).

What this means That is a lot of deals — 15 separate companies raised money with this person listed as executive officer and director, over about 12 years. Across those companies the filings report $9.1B sold in total.

Listed alongside Armen Panossian (22 shared filings), Bruce A. Karsh (22 shared filings), John B. Frank (22 shared filings), Karly Lancaric (22 shared filings), Oaktree Capital Management, L.P. (22 shared filings, management entity) and 17 others.

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

All 15 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 listed in Key records below.

What this means 1 record came back, including 1 court case still open — open cases can take years and cost money. 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 24 public filings for Jay Ghiya and found 3 differences, 3 worth asking the sponsor about: 19 paid sellers are listed without a CRD number; Form D filed 1,539 days after the first sale; 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 Jay Ghiya has not run yet — it is joining a line of 10,699 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 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 open

GHIYA v. TD BANK open
District Court, D. New Jersey · No. 2:25-cv-04056 · Filed May 9, 2025 · Nature of suit: Other Statutory Actions · Cause: 28:1441 Notice of Removal
Role of GHIYA: Plaintiff · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
same rare surname (4 people in Form D filings, 1 federal dockets); surname only in the caption; court in NJ (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, 2:32 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 Jay Ghiya..

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

None found in sources searched — federal bankruptcy courts (CourtListener / RECAP), checked Oct 24, 2026

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, 2:32 AM ET.

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

3 differences found between the filings for Jay Ghiya — 3 worth asking about (compared 24 filings on Oct 24, 2026)

Worth asking · Jun 17, 2022 – Oct 1, 2026

19 paid sellers are listed without a CRD number

Paid seller listed without a CRD number: HMC Global — Oaktree Special Situations Fund IV, L.P. · Paid seller listed without a CRD number: Singular Asset Management Administradora General de Fondos S.A. — Oaktree Special Situations Fund IV, L.P. · Paid seller listed without a CRD number: Fountainhead Partners Holdings Company Limited — Oaktree Special Situations Fund IV (Parallel), L.P. · Paid seller listed without a CRD number: Kyobo Securities Co., Ltd — Oaktree Special Situations Fund IV (Parallel), L.P. · Paid seller listed without a CRD number: HMC Global — Oaktree Special Situations Fund IV (Parallel), L.P. · and 14 more

What this means Without a CRD number we cannot look a seller up on BrokerCheck. Ask who they are and whether they are registered.

Sources
Worth asking · Jul 1, 2022 – Sep 17, 2026

Form D filed 1,539 days after the first sale — OAKTREE EMPLOYEE INVESTMENT FUND, L.P.

The filing says the first sale was Jul 1, 2022. The Form D was filed Sep 17, 2026 — 1,539 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 1,524 days past that.

What this means The notice went in months after money was taken in. Late notices are common and carry no penalty by themselves, but it is fair to ask the sponsor why the paperwork lagged.

Sources
Worth asking · Jun 26, 2026 – Sep 16, 2026

Form D filed 82 days after the first sale — OAKTREE EMPLOYEE INVESTMENT FUND, L.P.

The filing says the first sale was Jun 26, 2026. The Form D was filed Sep 16, 2026 — 82 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 67 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.

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

8 of 24 offerings report sales commissions totalling $14,948,636; 0 report finder's fees; 1 reports proceeds to related persons totalling $29,425. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 16, 2026 D/A
Oaktree Direct Lending Evergreen Fund, L.P.
File 021-560983
$0 (est.)$0 (est.)$0 (est.)
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 ↗
Oct 16, 2026 D/A
Oaktree Direct Lending Evergreen Acquisition Fund Feeder, L.P.
File 021-560980
$0 (est.)$0 (est.)$0 (est.)
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 ↗
Oct 16, 2026 D/A
Oaktree Direct Lending Evergreen Fund Feeder, L.P.
File 021-560982
$0 (est.)$0 (est.)$0 (est.)
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 ↗
Oct 16, 2026 D/A
Oaktree Direct Lending Evergreen Acquisition Fund, L.P.
File 021-560981
$0 (est.)$0 (est.)$0 (est.)
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 ↗
Oct 1, 2026 D/A
Oaktree Special Situations Fund IV, L.P.
File 021-559250
$8,133,600 (est.)$0 (est.)$0 (est.)
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the General Partner of the Issuer.
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services Inc. (CRD 6694 ↗)

HMC Global no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
EDGAR ↗
Oct 1, 2026 D/A
Oaktree Special Situations Fund IV (Parallel), L.P.
File 021-559246
$2,389,863 (est.)$0 (est.)$0 (est.)
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the General Partner of the Issuer.
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Fountainhead Partners Holdings Company Limited no CRD number reported
Kyobo Securities Co., Ltd no CRD number reported
Samsung Securities Co., Ltd BrokerCheck CRD 158319 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services Inc. (CRD 6694 ↗)

HMC Global no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
EDGAR ↗
Sep 30, 2026 D/A
Oaktree Special Situations Fund IV Feeder (Parallel), L.P.
File 021-559248
$0 (est.)$0 (est.)$0 (est.)
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the General Partner of the Issuer.
HMC Global no CRD number reportedEDGAR ↗
Sep 30, 2026 D/A
Oaktree Special Situations Fund IV Feeder (DE), L.P.
File 021-559247
$480,000 (est.)$0 (est.)$0 (est.)
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the General Partner of the Issuer.
Morgan Stanley Smith Barney LLC BrokerCheck CRD 149777 ↗
Raymond James & Associates, Inc. BrokerCheck CRD 705 ↗
via Raymond James Financial Services Inc. (CRD 6694 ↗)
EDGAR ↗
Sep 17, 2026 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-343132
$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 ↗
Sep 17, 2026 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-284305
$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 ↗
Sep 17, 2026 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-284306
$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 ↗
Sep 17, 2026 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-342271
$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 ↗
Sep 17, 2026 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-342853
$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 ↗
Sep 17, 2026 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-311431
$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 ↗
Sep 17, 2026 D
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-597998
$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 ↗
Sep 16, 2026 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-180658
$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 ↗
Sep 16, 2026 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-41106
$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 ↗
Sep 16, 2026 D
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-597761
$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 ↗
Sep 4, 2026 D
Oaktree Decker Investment, L.P.
File 021-596443
$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 ↗
Sep 1, 2026 D/A
Oaktree Real Estate Income Fund, L.P.
File 021-280507
$1,266,252 (est.)$0 (est.)$0 (est.)
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the general partner of the Issuer.
HMC Itajuba no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
Banco BTG Pactual S.A. - Cayman Branch no CRD number reported
EDGAR ↗
Jul 16, 2026 D/A
Oaktree Real Estate Income Fund Feeder II, L.P.
File 021-516354
$249,781 (est.)$0 (est.)$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.
XP Investment US, LLC BrokerCheck CRD 156691 ↗
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
EDGAR ↗
Jul 16, 2026 D/A
Oaktree Real Estate Income Fund Feeder III, L.P.
File 021-516355
$2,416,640 (est.)$0 (est.)$0 (est.)
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the issuer and the general partner of the Issuer.
CMB International Securities Limited no CRD number reported
Emperor Securities Limited no CRD number reported
Futu Securities International (Hong Kong) Limited no CRD number reported
Hang Tang International Capital Management Ltd. no CRD number reported
Howbuy Hong Kong Limited no CRD number reported
Huatai Financial Holdings (Hong Kong) Limited no CRD number reported
Noah Holdings (Hong Kong) Limited no CRD number reported
China PA Securities (Hong Kong) Company Limited no CRD number reported
EDGAR ↗
Jan 11, 2017 D
Oaktree Pinnacle Investment Fund Feeder (REIT), LLC
File 021-278130
$6,250 (est.)$0 (est.)$29,425 (est.)
REIT Funding, LLC will be paid $23,800 from which it will pay placement and advisory fees; an affiliate of REIT Funding, LLC will be paid an initial fee of $1,250 and an annual fee of $4,375 for administrative services.
Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Johnson BrokerCheck CRD 1020488 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Patrick J. Whelchel BrokerCheck CRD 5389090 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Scott Harrison BrokerCheck CRD 4981070 ↗
via H&L Equities, LLC (CRD 113794 ↗)

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Nov 12, 2014 D
Oaktree Real Estate Finance, LLC
File 021-228103
$6,250$0$0H&L Equities, LLC BrokerCheck CRD 113794 ↗
via H&L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
How this is counted

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 15

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

Pooled Investment Fund · group: Oaktree

Oaktree Direct Lending Evergreen Fund, L.P.

Los Angeles, CA · Oct 16, 2026
  • Oct 16, 2026 · D/A · $1,800,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $1.8B from 1 investor as of the latest filing. Jay is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Oaktree

Oaktree Direct Lending Evergreen Acquisition Fund Feeder, L.P.

Los Angeles, CA · Oct 16, 2026
  • Oct 16, 2026 · D/A · $647,060,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $647.1M from 2 investors as of the latest filing. Jay is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Oaktree

Oaktree Direct Lending Evergreen Fund Feeder, L.P.

Los Angeles, CA · Oct 16, 2026
  • Oct 16, 2026 · D/A · $1,800,000,000 sold of Indefinite · 14 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $1.8B from 14 investors as of the latest filing. Jay is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Oaktree

Oaktree Direct Lending Evergreen Acquisition Fund, L.P.

Los Angeles, CA · Oct 16, 2026
  • Oct 16, 2026 · D/A · $739,560,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $739.6M from 6 investors as of the latest filing. Jay is listed as executive officer.

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(c) (8,096 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.

Pooled Investment Fund · group: Oaktree

Oaktree Special Situations Fund IV, L.P.

Los Angeles, CA · Oct 1, 2026
  • Oct 1, 2026 · D/A · $1,288,453,250 sold of Indefinite · 60 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $1.29B from 60 investors as of the latest filing. Jay is listed as executive officer.

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.

Pooled Investment Fund · group: Oaktree

Oaktree Special Situations Fund IV (Parallel), L.P.

Los Angeles, CA · Oct 1, 2026
  • Oct 1, 2026 · D/A · $967,777,000 sold of Indefinite · 32 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $967.8M from 32 investors as of the latest filing. Jay is listed as executive officer.

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.

Pooled Investment Fund · group: Oaktree

Oaktree Special Situations Fund IV Feeder (Parallel), L.P.

Los Angeles, CA · Sep 30, 2026
  • Sep 30, 2026 · D/A · $137,500,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $137.5M from 7 investors as of the latest filing. Jay is listed as executive officer.

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.

Pooled Investment Fund · group: Oaktree

Oaktree Special Situations Fund IV Feeder (DE), L.P.

Los Angeles, CA · Sep 30, 2026
  • Sep 30, 2026 · D/A · $138,250,000 sold of Indefinite · 45 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $138.3M from 45 investors as of the latest filing. Jay is listed as executive officer.

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.

Pooled Investment Fund · group: Oaktree

OAKTREE EMPLOYEE INVESTMENT FUND, L.P.

Los Angeles, CA · Sep 16, 2026 → Sep 17, 2026 · 10 filings
  • Sep 17, 2026 · D · $225,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 17, 2026 · D/A · $15,509,507 sold of Indefinite · 8 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 17, 2026 · D/A · $6,548,000 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 17, 2026 · D/A · $1,625,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 17, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 17, 2026 · D/A · $100,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 17, 2026 · D/A · $580,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 16, 2026 · D · $805,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 16, 2026 · D/A · $10,229,446 sold of Indefinite · 49 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 16, 2026 · D/A · $14,426,826 sold of Indefinite · 22 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. Jay is listed as executive officer on 10 filings for this deal.

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.

Pooled Investment Fund · group: Oaktree

Oaktree Decker Investment, L.P.

Los Angeles, CA · Sep 4, 2026
  • Sep 4, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

No sales reported yet as of the latest filing. Jay is listed as executive officer.

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.

Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Income Fund, L.P.

Los Angeles, CA · Sep 1, 2026
  • Sep 1, 2026 · D/A · $1,193,287,327 sold of Indefinite · 129 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $1.19B from 129 investors as of the latest filing. Jay is listed as executive officer.

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.

Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Income Fund Feeder III, L.P.

Los Angeles, CA · Jul 16, 2026
  • Jul 16, 2026 · D/A · $140,796,796 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $140.8M from 18 investors as of the latest filing. Jay is listed as executive officer.

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.

Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Income Fund Feeder II, L.P.

Los Angeles, CA · Jul 16, 2026
  • Jul 16, 2026 · D/A · $220,070,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $220.1M from 23 investors as of the latest filing. Jay is listed as executive officer.

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.

REITS and Finance · group: Oaktree

Oaktree Pinnacle Investment Fund Feeder (REIT), LLC

Los Angeles, CA · Jan 11, 2017
  • Jan 11, 2017 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Director EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Jay is listed as director.

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: REITS and Finance / 506(b) (3,490 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.

REITS and Finance · group: Oaktree

Oaktree Real Estate Finance, LLC

Los Angeles, CA · Nov 12, 2014
  • Nov 12, 2014 · D · $0 sold of $125,000 · 0 investors · min. $1,000 · role: Director (Director) EDGAR ↗

No sales reported yet as of the latest filing. Jay is listed as director.

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: REITS and Finance / 506(b) (3,490 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.

People around Jay 22

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

Management entity

Oaktree Capital Management, L.P.

Promoter · 22 shared filings (13 issuers) · also on 213 other issuers

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

Management entity

Oaktree Fund GP IIA, LLC

Executive Officer · 10 shared filings (1 issuer) · also on 1 other issuer

Listed on the same filings as Jay Ghiya. Their page shows their other deals.

Management entity

Oaktree Real Estate Income Fund GP, L.P.

Executive Officer · 3 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Jay Ghiya. Their page shows their other deals.

Management entity

REIT Funding, LLC

Promoter · 1 shared filing (1 issuer) · also on 22 other issuers

REIT Funding, LLC is on 23 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 · 22 shared filings (13 issuers) · also on 283 other issuers

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

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

Robert O'Leary

Executive Officer · 22 shared filings (13 issuers) · also on 90 other issuers

Robert O'Leary is on 103 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 · 22 shared filings (13 issuers) · also on 291 other issuers

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

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

Armen Panossian

Executive Officer · 22 shared filings (13 issuers) · also on 88 other issuers

Armen Panossian is on 101 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 · 22 shared filings (13 issuers) · also on 291 other issuers

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

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

Karly Lancaric

Executive Officer · 22 shared filings (13 issuers)

Karly Lancaric is on 13 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 · 12 shared filings (4 issuers) · also on 152 other issuers

Howard S. Marks is on 156 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 · 10 shared filings (10 issuers) · also on 309 other issuers

Howard Marks is on 319 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

Derek Smith

Director · 1 shared filing (1 issuer) · also on 11 other issuers

Derek Smith is on 12 issuers in total — a repeat sponsor. Their page lists every one.

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

John Brady

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

John Brady is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Keith Gollenberg

Executive Officer, Director · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Jay Ghiya. Their page shows their other deals.

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

Justin Guichard

Executive Officer, Director · 1 shared filing (1 issuer) · also on 5 other issuers

Justin Guichard is on 6 issuers in total — a repeat sponsor. Their page lists every one.

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

Cary Kleinman

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

Listed on the same filings as Jay Ghiya. Their page shows their other deals.

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

Ambrose Fisher

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

Ambrose Fisher is on 6 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

Sponsor group

Oaktree

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

One team, 322 deal companies. Jay Ghiya is listed on 15 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 Jay Ghiya.

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. 13 of the 15 issuers this person is listed on match a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): Oaktree Direct Lending Evergreen Acquisition Fund Feeder, L.P., Oaktree Direct Lending Evergreen Acquisition Fund, L.P., Oaktree Direct Lending Evergreen Fund Feeder, L.P., Oaktree Direct Lending Evergreen Fund, L.P., Oaktree Special Situations Fund IV (Parallel), L.P., Oaktree Special Situations Fund IV, L.P., Oaktree Special Situations Fund IV Feeder (DE), L.P., Oaktree Special Situations Fund IV Feeder (Parallel), L.P., OAKTREE EMPLOYEE INVESTMENT FUND, L.P., Oaktree Decker Investment, L.P., Oaktree Real Estate Income Fund, L.P., Oaktree Real Estate Income Fund Feeder III, L.P., Oaktree Real Estate Income Fund Feeder II, L.P..

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 Jay Ghiya 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 15 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jay Ghiya is listed on: none on file. No website or social profile named in Oaktree Direct Lending Evergreen Fund, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #2,863 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.

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