PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:23 AM ET

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Robert O'Leary

Named as an officer, director or promoter on SEC Form D filings · CA · Jan 7, 2015 → Oct 16, 2026

103deals (issuers)
$44.9Breported sold
3,063investors
196Form D filings
2015–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Robert O'Leary is listed as an executive officer and director on 196 SEC Form D filings by 103 issuers between Jan 2015 and Oct 2026. Largest by amount reported sold: OAKTREE EXPANDED HIGH YIELD FUND, L.P. (Los Angeles, CA — pooled investment fund — 2024–2025; $5.53B reported sold to 127 investors), OAKTREE HIGH YIELD BOND FUND, L.P. (Los Angeles, CA — pooled investment fund — 2024–2026; $3.09B reported sold to 246 investors), Oaktree Emerging Markets Equity Fund (Delaware), L.P. (Los Angeles, CA — pooled investment fund — 2024–2026; $2.72B reported sold to 107 investors), OAKTREE SENIOR LOAN FUND LP (Los Angeles, CA — pooled investment fund — 2025–2026; $2.57B reported sold to 371 investors), Oaktree Global Credit Feeder (Cayman), L.P. (Los Angeles, CA — pooled investment fund — 2024–2026; $2.27B reported sold to 59 investors) and 98 more (all listed below).

What this means That is a lot of deals — 103 separate companies raised money with this person listed as executive officer and director, over about 11 years. Across those companies the filings report $44.9B sold in total.

Listed alongside Armen Panossian (192 shared filings), Bruce A. Karsh (192 shared filings), John B. Frank (192 shared filings), Oaktree Capital Management, L.P. (188 shared filings, management entity), Sheldon Stone (185 shared filings) and 75 others.

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

The issuers belong to 2 sponsor groups: Oaktree (322 issuers, $132.91B reported sold, 2009–2026) and Duration Transportation Infrastructure (7 issuers, $960.1M reported sold, 2022–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY) — none found.

What this means Nothing turned up where we looked (3 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 196 public filings for Robert O'Leary and found 8 differences, 4 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 Robert O'Leary has not run yet — it is joining a line of 53,050 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

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

1. Lawsuits

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

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, 2:16 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.

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: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

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 Robert O'Leary..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

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, 2:16 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

8 differences found between the filings for Robert O'Leary — 4 worth asking about (compared the newest 50 of 196 filings on Oct 24, 2026; older filings not covered)

Note · Jan 23, 1998 – May 27, 1998

Bankruptcy case: S.n.g. Spice Products, Inc., A Ca Corp. v. Boskovich Farms, Inc. — filed Jan 23, 1998

United States Bankruptcy Court, C.D. California docket "S.n.g. Spice Products, Inc., A Ca Corp. v. Boskovich Farms, Inc." filed Jan 23, 1998, closed May 27, 1998. Martin Boskovich (listed on the same filings) is listed as Defendant ("Boskovich Farms, Inc."). Our match estimate: 65%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, C.D. California ↗Martin Boskovich — PartnerFacts page ↗
Sources
Note · Jan 25, 1995 – Dec 26, 1995

Bankruptcy case: Thompson v. Boskovich Farms, Inc. — filed Jan 25, 1995

United States Bankruptcy Court, N.D. California docket "Thompson v. Boskovich Farms, Inc." filed Jan 25, 1995, closed Dec 26, 1995. Martin Boskovich (listed on the same filings) is listed as Defendant ("Boskovich Farms, Inc."). Our match estimate: 65%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, N.D. California ↗Martin Boskovich — PartnerFacts page ↗
Sources
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.

Form D/A · Oct 1, 2026 ↗BrokerCheck search: HMC Global ↗Oaktree Special Situations Fund IV, L.P. — PartnerFacts page ↗BrokerCheck search: Singular Asset Management Administradora General de Fondos S.A. ↗
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.

Form D · Sep 17, 2026 ↗OAKTREE EMPLOYEE INVESTMENT FUND, L.P. — PartnerFacts page ↗
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.

Form D · Sep 16, 2026 ↗OAKTREE EMPLOYEE INVESTMENT FUND, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jul 6, 2020 – Jun 17, 2026

Form D filed 2,172 days after the first sale — Oaktree Global Credit Investment Grade Fund, L.P.

The filing says the first sale was Jul 6, 2020. The Form D was filed Jun 17, 2026 — 2,172 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 2,157 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.

Form D · Jun 17, 2026 ↗Oaktree Global Credit Investment Grade Fund, L.P. — PartnerFacts page ↗
Sources
Note · Apr 25, 2025 – Apr 22, 2026

Minimum investment changed between filings — Oaktree Global Credit Feeder (Cayman), L.P.

The Apr 25, 2025 filing lists a minimum of $100,000; the Apr 22, 2026 Form D/A lists $0.

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

Form D/A (earlier) · Apr 25, 2025 ↗Form D/A (later) · Apr 22, 2026 ↗Oaktree Global Credit Feeder (Cayman), L.P. — PartnerFacts page ↗
Sources
Note · Apr 25, 2025 – Apr 22, 2026

Minimum investment changed between filings — Oaktree Global Credit Fund, L.P.

The Apr 25, 2025 filing lists a minimum of $100,000; the Apr 22, 2026 Form D/A lists $0.

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

Form D/A (earlier) · Apr 25, 2025 ↗Form D/A (later) · Apr 22, 2026 ↗Oaktree Global Credit Fund, L.P. — 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. We compared the newest 50 of 196 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

17 of 120 offerings report sales commissions totalling $34,496,451; 0 report finder's fees; 2 report proceeds to related persons totalling $77,000. (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 021-284305
$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 021-343132
$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 021-342271
$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 ↗
Aug 4, 2026 D
Oaktree EDL Sapling Fund, L.P.
File 021-592994
$0$0$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 ↗
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 ↗
Jun 17, 2026 D
Oaktree Global Credit Investment Grade Fund, L.P.
File 021-587640
$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 ↗
Jun 12, 2026 D/A
Oaktree Real Estate Income Fund (Parallel III), L.P.
File 021-482864
$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 ↗
Apr 22, 2026 D/A
Oaktree Global Credit Fund, L.P.
File 021-285329
$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 ↗
Apr 22, 2026 D/A
Oaktree Global Credit Feeder (Cayman), L.P.
File 021-285332
$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 ↗
Apr 9, 2026 D/A
Oaktree Global High Yield Bond Fund, L.P.
File 021-228979
$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 ↗
Apr 9, 2026 D/A
OAKTREE HIGH YIELD BOND FUND, L.P.
File 021-94581-6L
$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 ↗
Mar 27, 2026 D/A
OAKTREE VALUE OPPORTUNITIES FEEDER FUND, L.P.
File 021-121689
$0 (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.
None listed on this filingEDGAR ↗
Mar 27, 2026 D/A
Oaktree Emerging Markets Equity Fund (Cayman), L.P.
File 021-179462
$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 ↗
Mar 27, 2026 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-212437
$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 ↗
Mar 27, 2026 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-217830
$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 ↗
Mar 27, 2026 D/A
Oaktree Emerging Markets Equity Fund (Delaware), L.P.
File 021-179461
$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 ↗
Mar 27, 2026 D/A
OAKTREE VALUE OPPORTUNITIES (CAYMAN) FUND, LTD.
File 021-121690
$0 (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.
None listed on this filingEDGAR ↗
Feb 19, 2026 D/A
OAKTREE SENIOR LOAN FUND LP
File 021-127155
$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 ↗
Feb 19, 2026 D/A
Oaktree Senior Loan Fund (Cayman) Ltd.
File 021-134198
$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 ↗
Feb 18, 2026 D
Oaktree Dislocation Credit SMA Fund, L.P.
File 021-573785
$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 ↗
Jan 22, 2026 D/A
Oaktree Global Credit Plus Fund (Parallel), L.P.
File 021-433037
$0$0$0
The Issuer's confidential offering materials fully discuss fees due to the Investment Manger of the Issuer and the general partner of the Issuer.
None listed on this filingEDGAR ↗
Jan 22, 2026 D/A
Oaktree Global Credit Plus Fund (Parallel 2), L.P.
File 021-433038
$0$0$0
The Issuer's confidential offering materials fully discuss fees due to the Investment Manger of the Issuer and the general partner of the Issuer.
None listed on this filingEDGAR ↗
Jan 22, 2026 D/A
Oaktree Global Credit Plus Fund Feeder Cayman (Parallel), L.P.
File 021-433036
$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 ↗
Jan 22, 2026 D/A
Oaktree Global Credit Plus Fund, L.P. / Cayman Islands
File 021-433039
$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 ↗
Jan 12, 2026 D/A
Oaktree Asset-Backed Finance Fund (Parallel), L.P.
File 021-534847
$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 ↗
Jan 12, 2026 D/A
Oaktree Asset-Backed Finance Fund, L.P.
File 021-534840
$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 ↗
Jan 9, 2026 D/A
OAKTREE EMERGING MARKETS DEBT TOTAL RETURN FUND PARTNERSHIP FEEDER (CAYMAN), L.P.
File 021-275664
$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 ↗
Jan 9, 2026 D/A
Oaktree Emerging Markets Debt Total Return Fund Corporate Feeder (Cayman), L.P.
File 021-275667
$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 ↗
Jan 6, 2026 D
Oaktree Multi-Strategy Credit Archway Evergreen Fund, L.P.
File 021-569116
$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 ↗
Dec 3, 2025 D/A
Oaktree Real Estate Credit Income Fund, L.P.
File 021-498802
$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 3, 2025 D/A
Oaktree Real Estate Credit Income Fund Feeder (Cayman) I, L.P.
File 021-498804
$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 21, 2025 D
Oaktree Aurora (Cayman) Fund, L.P.
File 021-564737
$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 ↗
Nov 21, 2025 D
Oaktree Aurora (Feeder) Fund, L.P.
File 021-564738
$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 ↗
Nov 4, 2025 D
Oaktree Opps XII-Q, L.P.
File 021-562901
$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 ↗
Sep 5, 2025 D
Oaktree Cascade Investment Fund IV, L.P.
File 021-556744
$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 ↗
Sep 4, 2025 D
Restaurant Royalty Partners (CAD) Feeder (Delaware), L.P.
File 021-556678
$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.
Evercore Group LLC BrokerCheck CRD 42405 ↗EDGAR ↗
Sep 4, 2025 D
Restaurant Royalty Partners (USD) Feeder (Cayman), L.P.
File 021-556680
$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.
Evercore Group LLC BrokerCheck CRD 42405 ↗EDGAR ↗
Aug 20, 2025 D
Oaktree Pinehurst Co-Invest, L.P.
File 021-555397
$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 ↗
Aug 20, 2025 D
Oaktree Pinehurst Blocked Co-Invest, L.P.
File 021-555392
$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 ↗
Aug 7, 2025 D
Oaktree Mezzanine Fund VI (Acquisition), L.P.
File 021-553972
$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 ↗
Aug 7, 2025 D
Oaktree Mezzanine Fund VI (Lending), L.P.
File 021-553989
$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 ↗
Jul 3, 2025 D
Restaurant Royalty Partners Continuation Fund
File 021-550792
$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.
Evercore Group LLC BrokerCheck CRD 42405 ↗EDGAR ↗
Jul 3, 2025 D
Restaurant Royalty Partners (USD) Feeder (Delaware), L.P.
File 021-550798
$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.
Evercore Group LLC BrokerCheck CRD 42405 ↗EDGAR ↗
Jun 24, 2025 D
Oaktree Real Estate Opportunities Fund IX Feeder (Cayman) 2, L.P.
File 021-549676
$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.
Akela Capital no CRD number reported
HMC ITJ no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
Singular Asset Management Administradora no CRD number reported		EDGAR ↗
Jun 17, 2025 D/A
Oaktree Real Estate Opportunities Fund IX, L.P.
File 021-484271
$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.
Akela Capital no CRD number reported
HMC ITJ no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported		EDGAR ↗
Jun 17, 2025 D/A
Oaktree Real Estate Opportunities Fund IX Feeder (Delaware), L.P.
File 021-484273
$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.
Akela Capital no CRD number reported
HMC ITJ no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported		EDGAR ↗
Jun 17, 2025 D/A
Oaktree Real Estate Opportunities Fund IX Feeder (Cayman), L.P.
File 021-484272
$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.
Akela Capital no CRD number reported
HMC ITJ no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported		EDGAR ↗
Jun 17, 2025 D/A
Oaktree Real Estate Opportunities Fund IX (Parallel), L.P.
File 021-484943
$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.
Akela Capital no CRD number reported
HMC ITJ no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported		EDGAR ↗
Jun 16, 2025 D/A
Oaktree CLO Equity Fund I, L.P.
File 021-484015
$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 ↗
May 20, 2025 D/A
Oaktree Real Estate Debt Fund IV Feeder (Cayman) V, L.P.
File 021-481741
$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.
Korea Investment & Securities Co., Ltd. no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
HMC ITJ no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
Akela Capital no CRD number reported		EDGAR ↗
May 20, 2025 D/A
Oaktree Real Estate Debt Fund IV Feeder (Cayman) IV, L.P.
File 021-481740
$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.
Korea Investment & Securities Co., Ltd. no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
HMC ITJ no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
Akela Capital no CRD number reported		EDGAR ↗
May 20, 2025 D/A
Oaktree Real Estate Debt Fund IV Feeder (Cayman) III, L.P.
File 021-481739
$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.
Korea Investment & Securities Co., Ltd. no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
HMC ITJ no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
Akela Capital no CRD number reported		EDGAR ↗
May 20, 2025 D/A
Oaktree Real Estate Debt Fund IV Feeder (Cayman) II, L.P.
File 021-481736
$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.
Korea Investment & Securities Co., Ltd. no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
HMC ITJ no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
Akela Capital no CRD number reported		EDGAR ↗
May 20, 2025 D/A
Oaktree Real Estate Debt Fund IV Feeder (Cayman) I, L.P.
File 021-481733
$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.
Korea Investment & Securities Co., Ltd. no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
HMC ITJ no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
Akela Capital no CRD number reported		EDGAR ↗
May 20, 2025 D/A
Oaktree Real Estate Debt Fund IV, L.P.
File 021-481732
$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.
Korea Investment & Securities Co., Ltd. no CRD number reported
Samsung Securities Co., Ltd. no CRD number reported
HMC ITJ no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
Akela Capital no CRD number reported		EDGAR ↗
May 12, 2025 D
Oaktree Blue Credit 1 Investment Fund, L.P.
File 021-545827
$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 ↗
Apr 30, 2025 D
Oaktree LSI Nightingale, LLC
File 021-544878
$0$0$0
The governing documents of the Issuer fully discuss the fees to the Investment Manager of the Issuer and the managing member of the Issuer.
None listed on this filingEDGAR ↗
Apr 24, 2025 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-511595
$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 ↗
Apr 24, 2025 D/A
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-511601
$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 ↗
Apr 15, 2025 D/A
OAKTREE EXPANDED HIGH YIELD FUND, L.P.
File 021-129251
$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 ↗
Apr 14, 2025 D/A
OAKTREE EUROPEAN HIGH YIELD FUND, L.P.
File 021-129475
$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 ↗
Apr 14, 2025 D/A
OAKTREE HIGH INCOME CONVERTIBLE FUND II, L.P.
File 021-52821
$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 ↗
Apr 8, 2025 D
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-543212
$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 ↗
Feb 21, 2025 D/A
Oaktree Lending Partners (Acquisition), L.P.
File 021-505892
$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 ↗
Feb 4, 2025 D
Oaktree Real Estate Credit Income Finance, LLC
File 021-537221
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 4, 2025 D
Oaktree Real Estate Credit Income Finance (Non-EURRC), LLC
File 021-537222
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Feb 4, 2025 D
AVANA GAP Holdings, LLC
File 021-537276
$6,250$0$0Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

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

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

Lori Mayfield BrokerCheck CRD 4899271 ↗
via H & L Equities, LLC (CRD 113794 ↗)
EDGAR ↗
Jan 29, 2025 D
Oaktree Life Sciences Income Fund, L.P.
File 021-536744
$0$0$0
The Issuer's confidential offering materials fully discuss the fees due to the Investment Manager of the Issuer and the general partner of the Issuer.
None listed on this filingEDGAR ↗
Jan 29, 2025 D
Oaktree Life Sciences Income Fund Feeder Cayman (Parallel), L.P.
File 021-536746
$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 ↗
Jan 29, 2025 D
Oaktree Life Sciences Income Fund (Parallel), L.P.
File 021-536747
$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 ↗
Jan 22, 2025 D
Oaktree Olorin Investment Fund, L.P.
File 021-535980
$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 ↗
Jan 14, 2025 D
Oaktree Real Estate Opportunities Fund IX Mortgage Holdings, LLC
File 021-535111
$6,250 (est.)$0$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.
H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

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

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Jan 14, 2025 D
Oaktree Real Estate Opportunities Fund IX Med Holdings, LLC
File 021-535116
$6,250 (est.)$0$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.
H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Charles B. Harrison (CRD 3071551 ↗)

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

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

H & L Equities, LLC BrokerCheck CRD 113794 ↗
via Lori Mayfield (CRD 4899271 ↗)
EDGAR ↗
Jan 10, 2025 D/A
Oaktree Japan Equity Seed Fund, L.P.
File 021-503489
$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 ↗
Jan 10, 2025 D
Oaktree China Equity Seed Fund, L.P.
File 021-534755
$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 ↗
Jan 8, 2025 D/A
Oaktree Lending Partners (Unlevered), L.P.
File 021-501874
$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 ↗
Jan 8, 2025 D/A
Oaktree Lending Partners Feeder (Unlevered) (Parallel) (ICI), L.P.
File 021-501872
$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 ↗
Dec 30, 2024 D
Oaktree M Super Private Credit Fund, L.P.
File 021-533631
$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 ↗
Dec 27, 2024 D
Oaktree Opportunities Fund XII (Parallel 3), L.P.
File 021-533503
$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 ↗
Dec 11, 2024 D
Oaktree Lending Partners (Unlevered) Feeder, L.P.
File 021-531789
$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 ↗
Sep 30, 2024 D
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-525394
$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 ↗
Sep 30, 2024 D
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-525396
$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 ↗
Sep 30, 2024 D
OAKTREE EMPLOYEE INVESTMENT FUND, L.P.
File 021-525406
$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 ↗
Sep 20, 2024 D
Oaktree Power Opportunities Fund VII Feeder 2 (Cayman), L.P.
File 021-524615
$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.
OPPENHEIMER & CO. INC. BrokerCheck CRD 249 ↗EDGAR ↗
Sep 20, 2024 D
Oaktree Power Opportunities Fund VII Feeder (Cayman), L.P.
File 021-524616
$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.
OPPENHEIMER & CO. INC. BrokerCheck CRD 249 ↗EDGAR ↗
Sep 20, 2024 D
Oaktree Power Opportunities Fund VII, L.P.
File 021-524617
$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.
OPPENHEIMER & CO. INC. BrokerCheck CRD 249 ↗EDGAR ↗
Sep 20, 2024 D
Oaktree Power Opportunities Fund VII (Parallel), L.P.
File 021-524613
$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 ↗
Aug 29, 2024 D
OAKTREE N ROF IX INVESTMENT FUND, L.P.
File 021-522830
$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 ↗
Jun 17, 2024 D/A
Oaktree Absolute Return Income Fund, L.P.
File 021-367795
$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 ↗
Jun 17, 2024 D
Oaktree London Liquid Value Opportunities Fund (VOF), L.P.
File 021-516198
$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 ↗
Jun 14, 2024 D/A
Duration Transportation Infrastructure Capital Partners, L.P.
File 021-448915
$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 ↗
Jun 14, 2024 D/A
Duration Transportation Infrastructure Capital Partners Feeder (Cayman), L.P.
File 021-448918
$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 ↗
Jun 14, 2024 D/A
Duration Transportation Infrastructure Capital Partners (Parallel), L.P.
File 021-448919
$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 ↗
Jun 14, 2024 D/A
Oaktree TICP Managed Co-Investment Fund, L.P.
File 021-449168
$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 ↗
Jun 14, 2024 D/A
Duration Transportation Infrastructure Capital Partners (Parallel 2), L.P.
File 021-449163
$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 ↗
Jun 14, 2024 D/A
Oaktree TICP Managed Co-Investment Fund (Parallel 2), L.P.
File 021-449173
$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 ↗
May 13, 2024 D/A
Oaktree Opportunities Fund XII Feeder 6 (Cayman), L.P.
File 021-481509
$5,316,256 (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 ITJ no CRD number reported
Banco BTG Pactual S.A. - Cayman Branch no CRD number reported
Akela Capital no CRD number reported
UBS AG no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
Kyobo Securities Co., Ltd. no CRD number reported
Nomura Securities Co., Ltd. no CRD number reported
Spire Capital Ltd. no CRD number reported
Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗
Kiatnakin Phatra Securities Public Company Limited no CRD number reported
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
Morgan Stanley Smith Barney, LLC BrokerCheck CRD 149777 ↗		EDGAR ↗
May 13, 2024 D/A
Oaktree Opportunities Fund XII Feeder 5 (Delaware), L.P.
File 021-481503
$6,884,053 (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 ITJ no CRD number reported
Banco BTG Pactual S.A. - Cayman Branch no CRD number reported
Akela Capital no CRD number reported
UBS AG no CRD number reported		EDGAR ↗
May 13, 2024 D/A
Oaktree Opportunities Fund XII Feeder 3 (Cayman), L.P.
File 021-481502
$5,316,256 (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 ITJ no CRD number reported
Banco BTG Pactual S.A. - Cayman Branch no CRD number reported
Akela Capital no CRD number reported
UBS AG no CRD number reported
Singular Asset Management Administradora General de Fondos S.A. no CRD number reported
Kyobo Securities Co., Ltd. no CRD number reported
Nomura Securities Co., Ltd. no CRD number reported
Spire Capital Ltd. no CRD number reported
Oppenheimer & Co. Inc. BrokerCheck CRD 249 ↗
Kiatnakin Phatra Securities Public Company Limited no CRD number reported
Merrill Lynch, Pierce, Fenner & Smith Incorporated BrokerCheck CRD 7691 ↗
Morgan Stanley Smith Barney, LLC BrokerCheck CRD 149777 ↗		EDGAR ↗
Sep 8, 2016 D/A
Charger Shale Oil Co., LLC
File 021-269734
$2,000,000$0$0None listed on this filingEDGAR ↗
Feb 5, 2016 D
Opps X REIT Funding, LLC
File 021-256888
$6,250 (est.)$0 (est.)$37,500 (est.)
REIT Funding LLC will be paid $25,000 from which it will pay placement and advisory fees; an affiliate of REIT Funding LLC will be paid an initial fee of $2,500 and an annual fee of $10,000 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 ↗
Jan 7, 2015 D
GCA Master Fund REIT, LLC
File 021-231601
$6,250 (est.)$0$39,500 (est.)
REIT Funding LLC will be paid $27,000 from which it will pay placement and advisory fees; an affiliate of REIT Funding LLC will be paid an initial fee of $2,500 and an annual fee of $10,000 for administrative services
Charles B. Harrison BrokerCheck CRD 3071551 ↗
via H & L Equities, LLC (CRD 113794 ↗)

Phyllis J. Beck 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 ↗
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 103

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

OD
Pooled Investment Fund · group: Oaktree

Oaktree Direct Lending Evergreen Fund, L.P.

Los Angeles, CA · Oct 15, 2025 → Oct 16, 2026 · 2 filings
  • 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 ↗
  • Oct 15, 2025 · D · $0 sold of Indefinite · 0 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. Robert is listed as executive officer on 2 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(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.

OD
Pooled Investment Fund · group: Oaktree

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

Los Angeles, CA · Oct 15, 2025 → Oct 16, 2026 · 2 filings
  • 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 ↗
  • Oct 15, 2025 · D · $0 sold of Indefinite · 0 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. Robert is listed as executive officer on 2 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(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.

OD
Pooled Investment Fund · group: Oaktree

Oaktree Direct Lending Evergreen Fund Feeder, L.P.

Los Angeles, CA · Oct 15, 2025 → Oct 16, 2026 · 2 filings
  • 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 ↗
  • Oct 15, 2025 · D · $0 sold of Indefinite · 0 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. Robert is listed as executive officer on 2 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(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.

OD
Pooled Investment Fund · group: Oaktree

Oaktree Direct Lending Evergreen Acquisition Fund, L.P.

Los Angeles, CA · Oct 15, 2025 → Oct 16, 2026 · 2 filings
  • 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 ↗
  • Oct 15, 2025 · D · $0 sold of Indefinite · 0 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. Robert is listed as executive officer on 2 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(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.

OS
Pooled Investment Fund · group: Oaktree

Oaktree Special Situations Fund IV, L.P.

Los Angeles, CA · Sep 30, 2025 → Oct 1, 2026 · 2 filings
  • 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 ↗
  • Sep 30, 2025 · D · $0 sold of Indefinite · 0 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. Robert is listed as executive officer on 2 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 Special Situations Fund IV (Parallel), L.P.

Los Angeles, CA · Sep 30, 2025 → Oct 1, 2026 · 2 filings
  • 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 ↗
  • Sep 30, 2025 · D · $0 sold of Indefinite · 0 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. Robert is listed as executive officer on 2 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 Special Situations Fund IV Feeder (Parallel), L.P.

Los Angeles, CA · Sep 30, 2025 → Sep 30, 2026 · 2 filings
  • 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 ↗
  • Sep 30, 2025 · D · $0 sold of Indefinite · 0 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. Robert is listed as executive officer on 2 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 Special Situations Fund IV Feeder (DE), L.P.

Los Angeles, CA · Sep 30, 2025 → Sep 30, 2026 · 2 filings
  • 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 ↗
  • Sep 30, 2025 · D · $0 sold of Indefinite · 0 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. Robert is listed as executive officer on 2 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 · Mar 28, 2024 → Sep 17, 2026 · 36 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 ↗
  • Apr 8, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 8, 2026 · D/A · $100,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 27, 2026 · D/A · $50,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 27, 2026 · D/A · $28,505,000 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 27, 2026 · D/A · $9,029,446 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 27, 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 ↗
  • Apr 24, 2025 · D/A · $4,885,000 sold of Indefinite · 16 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 24, 2025 · D/A · $14,845,000 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 8, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 8, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 8, 2025 · D/A · $100,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 28, 2025 · D/A · $8,929,446 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 28, 2025 · D/A · $50,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 28, 2025 · D/A · $28,505,000 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 28, 2025 · D/A · $14,226,826 sold of Indefinite · 21 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 30, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 30, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Sep 30, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 25, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 25, 2024 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 11, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 11, 2024 · D/A · $100,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 28, 2024 · D/A · $8,929,446 sold of Indefinite · 48 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 28, 2024 · D/A · $50,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 28, 2024 · D/A · $28,505,000 sold of Indefinite · 61 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 28, 2024 · D/A · $13,726,826 sold of Indefinite · 21 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. Robert is listed as executive officer on 36 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.

OD
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. Robert is listed as executive officer.

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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Income Fund, L.P.

Los Angeles, CA · Aug 27, 2024 → Sep 1, 2026 · 3 filings
  • 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 ↗
  • Aug 29, 2025 · D/A · $1,192,747,327 sold of Indefinite · 128 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Aug 27, 2024 · D/A · $1,184,997,327 sold of Indefinite · 126 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. Robert 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 EDL Sapling Fund, L.P.

Los Angeles, CA · Aug 4, 2026
  • Aug 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. Robert is listed as executive officer.

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.

OR
Pooled Investment Fund · group: Oaktree

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

Los Angeles, CA · Jun 18, 2024 → Jul 16, 2026 · 3 filings
  • 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 ↗
  • Jun 24, 2025 · D/A · $140,796,796 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jun 18, 2024 · D · $140,496,796 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. Robert 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.

OR
Pooled Investment Fund · group: Oaktree

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

Los Angeles, CA · Jun 18, 2024 → Jul 16, 2026 · 3 filings
  • 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 ↗
  • Jun 24, 2025 · D/A · $220,070,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jun 18, 2024 · D · $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. Robert 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.

OG
Pooled Investment Fund

Oaktree Global Credit Investment Grade Fund, L.P.

Los Angeles, CA · Jun 17, 2026
  • Jun 17, 2026 · D · $636,536,649 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $636.5M from 20 investors as of the latest filing. Robert is listed as executive officer.

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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Income Fund (Parallel III), L.P.

Los Angeles, CA · Jun 13, 2024 → Jun 12, 2026 · 3 filings
  • Jun 12, 2026 · D/A · $195,050,000 sold of Indefinite · 13 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jun 13, 2025 · D/A · $112,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jun 13, 2024 · D/A · $102,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $195.1M from 13 investors as of the latest filing. Robert 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.

OG
Pooled Investment Fund · group: Oaktree

Oaktree Global Credit Feeder (Cayman), L.P.

Los Angeles, CA · Apr 24, 2024 → Apr 22, 2026 · 3 filings
  • Apr 22, 2026 · D/A · $2,270,035,386 sold of Indefinite · 59 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 25, 2025 · D/A · $1,794,685,386 sold of Indefinite · 49 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 24, 2024 · D/A · $1,291,638,714 sold of Indefinite · 30 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $2.27B from 59 investors as of the latest filing. Robert 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.

OG
Pooled Investment Fund · group: Oaktree

Oaktree Global Credit Fund, L.P.

Los Angeles, CA · Apr 24, 2024 → Apr 22, 2026 · 3 filings
  • Apr 22, 2026 · D/A · $2,239,929,919 sold of Indefinite · 154 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 25, 2025 · D/A · $1,058,186,356 sold of Indefinite · 132 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 24, 2024 · D/A · $858,596,412 sold of Indefinite · 112 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $2.24B from 154 investors as of the latest filing. Robert 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.

OH
Pooled Investment Fund · group: Oaktree

OAKTREE HIGH YIELD BOND FUND, L.P.

Los Angeles, CA · Apr 15, 2024 → Apr 9, 2026 · 3 filings
  • Apr 9, 2026 · D/A · $3,088,582,224 sold of Indefinite · 246 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 14, 2025 · D/A · $3,086,732,224 sold of Indefinite · 246 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 15, 2024 · D/A · $3,011,072,224 sold of Indefinite · 242 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $3.09B from 246 investors as of the latest filing. Robert 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.

OG
Pooled Investment Fund · group: Oaktree

Oaktree Global High Yield Bond Fund, L.P.

Los Angeles, CA · Apr 12, 2024 → Apr 9, 2026 · 3 filings
  • Apr 9, 2026 · D/A · $1,493,624,836 sold of Indefinite · 35 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 14, 2025 · D/A · $1,483,922,091 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 12, 2024 · D/A · $1,483,922,091 sold of Indefinite · 34 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $1.49B from 35 investors as of the latest filing. Robert 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.

OV
Pooled Investment Fund · group: Oaktree

OAKTREE VALUE OPPORTUNITIES FEEDER FUND, L.P.

Los Angeles, CA · Mar 27, 2024 → Mar 27, 2026 · 3 filings
  • Mar 27, 2026 · D/A · $1,227,716,344 sold of Indefinite · 166 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 27, 2025 · D/A · $1,114,032,474 sold of Indefinite · 159 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 27, 2024 · D/A · $1,074,993,533 sold of Indefinite · 157 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $1.23B from 166 investors as of the latest filing. Robert 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.

OV
Pooled Investment Fund · group: Oaktree

OAKTREE VALUE OPPORTUNITIES (CAYMAN) FUND, LTD.

Los Angeles, CA · Mar 27, 2025 → Mar 27, 2026 · 2 filings
  • Mar 27, 2026 · D/A · $1,199,981,549 sold of Indefinite · 114 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 27, 2025 · D/A · $1,077,474,195 sold of Indefinite · 104 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $1.2B from 114 investors as of the latest filing. Robert is listed as executive officer on 2 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 Emerging Markets Equity Fund (Delaware), L.P.

Los Angeles, CA · Mar 28, 2024 → Mar 27, 2026 · 3 filings
  • Mar 27, 2026 · D/A · $2,717,169,259 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 27, 2025 · D/A · $2,661,869,259 sold of Indefinite · 107 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 28, 2024 · D/A · $2,612,469,259 sold of Indefinite · 105 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $2.72B from 107 investors as of the latest filing. Robert 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 Emerging Markets Equity Fund (Cayman), L.P.

Los Angeles, CA · Mar 27, 2024 → Mar 27, 2026 · 3 filings
  • Mar 27, 2026 · D/A · $670,706,728 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 27, 2025 · D/A · $670,706,728 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Mar 27, 2024 · D/A · $670,706,728 sold of Indefinite · 30 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $670.7M from 30 investors as of the latest filing. Robert 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 (Cayman) Ltd.

Los Angeles, CA · Mar 3, 2025 → Feb 19, 2026 · 2 filings
  • Feb 19, 2026 · D/A · $363,315,232 sold of Indefinite · 28 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Investment Manager of the Issuer) EDGAR ↗
  • Mar 3, 2025 · D/A · $363,315,232 sold of Indefinite · 28 investors · min. $1,000,000 · role: Executive Officer (Executive Officer of the Investment Manager of the Issuer) EDGAR ↗

Raised $363.3M from 28 investors as of the latest filing. Robert is listed as executive officer on 2 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 3, 2025 → Feb 19, 2026 · 2 filings
  • Feb 19, 2026 · D/A · $2,568,822,951 sold of Indefinite · 371 investors · min. $75,000 · role: Executive Officer (Executive Officer of the Investment Manager of the Issuer.) EDGAR ↗
  • Mar 3, 2025 · D/A · $2,568,822,951 sold of Indefinite · 371 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. Robert is listed as executive officer on 2 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.

OD
Pooled Investment Fund · group: Oaktree

Oaktree Dislocation Credit SMA Fund, L.P.

Los Angeles, CA · Feb 18, 2026
  • Feb 18, 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. Robert is listed as executive officer.

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.

OG
Pooled Investment Fund · group: Oaktree

Oaktree Global Credit Plus Fund, L.P. / Cayman Islands

Los Angeles, CA · Jan 22, 2025 → Jan 22, 2026 · 2 filings
  • Jan 22, 2026 · D/A · $270,103,549 sold of Indefinite · 15 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jan 22, 2025 · D/A · $65,267,211 sold of Indefinite · 10 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $270.1M from 15 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OG
Pooled Investment Fund · group: Oaktree

Oaktree Global Credit Plus Fund (Parallel 2), L.P.

Los Angeles, CA · Jan 22, 2025 → Jan 22, 2026 · 2 filings
  • Jan 22, 2026 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jan 22, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

No sales reported yet as of the latest filing. Robert is listed as executive officer on 2 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.

OG
Pooled Investment Fund · group: Oaktree

Oaktree Global Credit Plus Fund (Parallel), L.P.

Los Angeles, CA · Jan 22, 2025 → Jan 22, 2026 · 2 filings
  • Jan 22, 2026 · D/A · $75,099,662 sold of Indefinite · 5 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jan 22, 2025 · D/A · $75,062,662 sold of Indefinite · 4 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $75.1M from 5 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OG
Pooled Investment Fund · group: Oaktree

Oaktree Global Credit Plus Fund Feeder Cayman (Parallel), L.P.

Los Angeles, CA · Jan 22, 2025 → Jan 22, 2026 · 2 filings
  • Jan 22, 2026 · D/A · $127,170,000 sold of Indefinite · 7 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jan 22, 2025 · D/A · $96,966,689 sold of Indefinite · 6 investors · min. $100,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $127.2M from 7 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OA
Pooled Investment Fund · group: Oaktree

Oaktree Asset-Backed Finance Fund, L.P.

Los Angeles, CA · Jan 10, 2025 → Jan 12, 2026 · 2 filings
  • Jan 12, 2026 · D/A · $950,722,000 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jan 10, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $950.7M from 12 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OA
Pooled Investment Fund · group: Oaktree

Oaktree Asset-Backed Finance Fund (Parallel), L.P.

Los Angeles, CA · Jan 10, 2025 → Jan 12, 2026 · 2 filings
  • Jan 12, 2026 · D/A · $320,709,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jan 10, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $320.7M from 4 investors as of the latest filing. Robert is listed as executive officer on 2 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 Emerging Markets Debt Total Return Fund Corporate Feeder (Cayman), L.P.

Los Angeles, CA · Jan 16, 2025 → Jan 9, 2026 · 2 filings
  • Jan 9, 2026 · D/A · $124,000,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager.) EDGAR ↗
  • Jan 16, 2025 · D/A · $124,000,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager.) EDGAR ↗

Raised $124M from 10 investors as of the latest filing. Robert is listed as executive officer on 2 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 EMERGING MARKETS DEBT TOTAL RETURN FUND PARTNERSHIP FEEDER (CAYMAN), L.P.

Los Angeles, CA · Jan 16, 2025 → Jan 9, 2026 · 2 filings
  • Jan 9, 2026 · D/A · $95,430,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager.) EDGAR ↗
  • Jan 16, 2025 · D/A · $93,530,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager.) EDGAR ↗

Raised $95.4M from 15 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OM
Pooled Investment Fund

Oaktree Multi-Strategy Credit Archway Evergreen Fund, L.P.

Los Angeles, CA · Jan 6, 2026
  • Jan 6, 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. Robert is listed as executive officer.

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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Credit Income Fund Feeder (Cayman) I, L.P.

Los Angeles, CA · Dec 4, 2024 → Dec 3, 2025 · 2 filings
  • Dec 3, 2025 · D/A · $5,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Dec 4, 2024 · D/A · $5,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $5M from 1 investor as of the latest filing. Robert is listed as executive officer on 2 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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Credit Income Fund, L.P.

Los Angeles, CA · Dec 4, 2024 → Dec 3, 2025 · 2 filings
  • Dec 3, 2025 · D/A · $107,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Dec 4, 2024 · D/A · $107,000,000 sold of Indefinite · 3 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $107M from 3 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OA
Pooled Investment Fund · group: Oaktree

Oaktree Aurora (Feeder) Fund, L.P.

Los Angeles, CA · Nov 21, 2025
  • Nov 21, 2025 · 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. Robert is listed as executive officer.

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.

OA
Pooled Investment Fund · group: Oaktree

Oaktree Aurora (Cayman) Fund, L.P.

Los Angeles, CA · Nov 21, 2025
  • Nov 21, 2025 · 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. Robert is listed as executive officer.

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.

OO
Pooled Investment Fund · group: Oaktree

Oaktree Opps XII-Q, L.P.

Los Angeles, CA · Nov 4, 2025
  • Nov 4, 2025 · 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. Robert is listed as executive officer.

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.

OC
Pooled Investment Fund · group: Oaktree

Oaktree Cascade Investment Fund IV, L.P.

Los Angeles, CA · Sep 5, 2025
  • Sep 5, 2025 · 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. Robert is listed as executive officer.

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.

RR
Pooled Investment Fund · group: Oaktree

Restaurant Royalty Partners (USD) Feeder (Cayman), L.P.

Los Angeles, CA · Sep 4, 2025
  • Sep 4, 2025 · 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. Robert is listed as executive officer.

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.

RR
Pooled Investment Fund · group: Oaktree

Restaurant Royalty Partners (CAD) Feeder (Delaware), L.P.

Los Angeles, CA · Sep 4, 2025
  • Sep 4, 2025 · 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. Robert is listed as executive officer.

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.

OP
Pooled Investment Fund · group: Oaktree

Oaktree Pinehurst Co-Invest, L.P.

Los Angeles, CA · Aug 20, 2025
  • Aug 20, 2025 · 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. Robert is listed as executive officer.

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.

OP
Pooled Investment Fund · group: Oaktree

Oaktree Pinehurst Blocked Co-Invest, L.P.

Los Angeles, CA · Aug 20, 2025
  • Aug 20, 2025 · 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. Robert is listed as executive officer.

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.

OM
Pooled Investment Fund · group: Oaktree

Oaktree Mezzanine Fund VI (Lending), L.P.

Los Angeles, CA · Aug 7, 2025
  • Aug 7, 2025 · 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. Robert is listed as executive officer.

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.

OM
Pooled Investment Fund · group: Oaktree

Oaktree Mezzanine Fund VI (Acquisition), L.P.

Los Angeles, CA · Aug 7, 2025
  • Aug 7, 2025 · 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. Robert is listed as executive officer.

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.

RR
Pooled Investment Fund · group: Oaktree

Restaurant Royalty Partners (USD) Feeder (Delaware), L.P.

Los Angeles, CA · Jul 3, 2025
  • Jul 3, 2025 · 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. Robert is listed as executive officer.

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.

RR
Pooled Investment Fund · group: Oaktree

Restaurant Royalty Partners Continuation Fund

Los Angeles, CA · Jul 3, 2025
  • Jul 3, 2025 · 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. Robert is listed as executive officer.

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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Opportunities Fund IX Feeder (Cayman) 2, L.P.

Los Angeles, CA · Jun 24, 2025
  • Jun 24, 2025 · 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. Robert is listed as executive officer.

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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Opportunities Fund IX (Parallel), L.P.

Los Angeles, CA · Jun 17, 2024 → Jun 17, 2025 · 2 filings
  • Jun 17, 2025 · D/A · $517,000,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jun 17, 2024 · D/A · $167,000,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $517M from 7 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Opportunities Fund IX Feeder (Delaware), L.P.

Los Angeles, CA · Jun 17, 2024 → Jun 17, 2025 · 2 filings
  • Jun 17, 2025 · D/A · $65,750,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jun 17, 2024 · D/A · $65,750,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $65.8M from 6 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Opportunities Fund IX Feeder (Cayman), L.P.

Los Angeles, CA · Jun 17, 2024 → Jun 17, 2025 · 2 filings
  • Jun 17, 2025 · D/A · $52,250,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jun 17, 2024 · D/A · $24,500,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $52.3M from 10 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Opportunities Fund IX, L.P.

Los Angeles, CA · Jun 17, 2024 → Jun 17, 2025 · 2 filings
  • Jun 17, 2025 · D/A · $1,286,642,500 sold of Indefinite · 24 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jun 17, 2024 · D/A · $828,327,500 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $1.29B from 24 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OC
Pooled Investment Fund · group: Oaktree

Oaktree CLO Equity Fund I, L.P.

Los Angeles, CA · Jun 12, 2024 → Jun 16, 2025 · 2 filings
  • Jun 16, 2025 · D/A · $176,179,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Jun 12, 2024 · D/A · $115,825,000 sold of Indefinite · 18 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $176.2M from 18 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Debt Fund IV Feeder (Cayman) V, L.P.

Los Angeles, CA · May 20, 2024 → May 20, 2025 · 2 filings
  • May 20, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • May 20, 2024 · D/A · $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. Robert is listed as executive officer on 2 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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Debt Fund IV Feeder (Cayman) III, L.P.

Los Angeles, CA · May 20, 2024 → May 20, 2025 · 2 filings
  • May 20, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • May 20, 2024 · D/A · $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. Robert is listed as executive officer on 2 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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Debt Fund IV Feeder (Cayman) II, L.P.

Los Angeles, CA · May 20, 2024 → May 20, 2025 · 2 filings
  • May 20, 2025 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • May 20, 2024 · D/A · $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. Robert is listed as executive officer on 2 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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Debt Fund IV Feeder (Cayman) I, L.P.

Los Angeles, CA · May 20, 2024 → May 20, 2025 · 2 filings
  • May 20, 2025 · D/A · $56,925,000 sold of Indefinite · 7 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • May 20, 2024 · D/A · $53,925,000 sold of Indefinite · 6 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $56.9M from 7 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Debt Fund IV, L.P.

Los Angeles, CA · May 20, 2024 → May 20, 2025 · 2 filings
  • May 20, 2025 · D/A · $565,499,900 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • May 20, 2024 · D/A · $558,099,900 sold of Indefinite · 12 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $565.5M from 12 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Debt Fund IV Feeder (Cayman) IV, L.P.

Los Angeles, CA · May 20, 2024 → May 20, 2025 · 2 filings
  • May 20, 2025 · D/A · $100,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • May 20, 2024 · D/A · $100,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $100M from 1 investor as of the latest filing. Robert is listed as executive officer on 2 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.

OB
Pooled Investment Fund · group: Oaktree

Oaktree Blue Credit 1 Investment Fund, L.P.

Los Angeles, CA · May 12, 2025
  • May 12, 2025 · D · $390,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $390M from 1 investor as of the latest filing. Robert is listed as executive officer.

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.

OL
Pooled Investment Fund · group: Oaktree

Oaktree LSI Nightingale, LLC

Los Angeles, CA · Apr 30, 2025
  • Apr 30, 2025 · 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. Robert is listed as executive officer.

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 EXPANDED HIGH YIELD FUND, L.P.

Los Angeles, CA · Apr 12, 2024 → Apr 15, 2025 · 2 filings
  • Apr 15, 2025 · D/A · $5,526,973,476 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 12, 2024 · D/A · $5,526,973,476 sold of Indefinite · 127 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $5.53B from 127 investors as of the latest filing. Robert is listed as executive officer on 2 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 EUROPEAN HIGH YIELD FUND, L.P.

Los Angeles, CA · Apr 12, 2024 → Apr 14, 2025 · 2 filings
  • Apr 14, 2025 · D/A · $1,969,088,175 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 12, 2024 · D/A · $1,969,088,175 sold of Indefinite · 20 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $1.97B from 20 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OH
Pooled Investment Fund · group: Oaktree

OAKTREE HIGH INCOME CONVERTIBLE FUND II, L.P.

Los Angeles, CA · Apr 12, 2024 → Apr 14, 2025 · 2 filings
  • Apr 14, 2025 · D/A · $209,836,554 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗
  • Apr 12, 2024 · D/A · $209,836,554 sold of Indefinite · 38 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $209.8M from 38 investors as of the latest filing. Robert is listed as executive officer on 2 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.

OL
Pooled Investment Fund

Oaktree Lending Partners (Acquisition), L.P.

Los Angles, CA · Feb 21, 2025
  • Feb 21, 2025 · D/A · $24,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $24M from 4 investors as of the latest filing. Robert is listed as executive officer.

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(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.

AG
REITS and Finance · group: Oaktree

AVANA GAP Holdings, LLC

Los Angeles, CA · Feb 4, 2025
  • Feb 4, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

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: 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.

OR
REITS and Finance · group: Oaktree

Oaktree Real Estate Credit Income Finance (Non-EURRC), LLC

Los Angeles, CA · Feb 4, 2025
  • Feb 4, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

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: 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.

OR
REITS and Finance · group: Oaktree

Oaktree Real Estate Credit Income Finance, LLC

Los Angeles, CA · Feb 4, 2025
  • Feb 4, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

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: 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.

OL
Pooled Investment Fund · group: Oaktree

Oaktree Life Sciences Income Fund (Parallel), L.P.

Los Angeles, CA · Jan 29, 2025
  • Jan 29, 2025 · 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. Robert is listed as executive officer.

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(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.

OL
Pooled Investment Fund · group: Oaktree

Oaktree Life Sciences Income Fund Feeder Cayman (Parallel), L.P.

Los Angeles, CA · Jan 29, 2025
  • Jan 29, 2025 · 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. Robert is listed as executive officer.

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(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.

OL
Pooled Investment Fund · group: Oaktree

Oaktree Life Sciences Income Fund, L.P.

Los Angeles, CA · Jan 29, 2025
  • Jan 29, 2025 · 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. Robert is listed as executive officer.

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(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.

OO
Pooled Investment Fund · group: Oaktree

Oaktree Olorin Investment Fund, L.P.

Los Angeles, CA · Jan 22, 2025
  • Jan 22, 2025 · 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. Robert is listed as executive officer.

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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Opportunities Fund IX Med Holdings, LLC

Los Angeles, CA · Jan 14, 2025
  • Jan 14, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

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.

OR
Pooled Investment Fund · group: Oaktree

Oaktree Real Estate Opportunities Fund IX Mortgage Holdings, LLC

Los Angeles, CA · Jan 14, 2025
  • Jan 14, 2025 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Robert is listed as executive officer.

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.

OJ
Pooled Investment Fund · group: Oaktree

Oaktree Japan Equity Seed Fund, L.P.

Los Angeles, CA · Jan 10, 2025
  • Jan 10, 2025 · D/A · $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. Robert is listed as executive officer.

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.

OC
Pooled Investment Fund · group: Oaktree

Oaktree China Equity Seed Fund, L.P.

Los Angeles, CA · Jan 10, 2025
  • Jan 10, 2025 · 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. Robert is listed as executive officer.

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.

OL
Pooled Investment Fund · group: Oaktree

Oaktree Lending Partners (Unlevered), L.P.

Los Angeles, CA · Jan 8, 2025
  • Jan 8, 2025 · D/A · $280,000,000 sold of Indefinite · 2 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $280M from 2 investors as of the latest filing. Robert is listed as executive officer.

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(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.

OL
Pooled Investment Fund · group: Oaktree

Oaktree Lending Partners Feeder (Unlevered) (Parallel) (ICI), L.P.

Los Angeles, CA · Jan 8, 2025
  • Jan 8, 2025 · D/A · $250,000,000 sold of Indefinite · 10 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $250M from 10 investors as of the latest filing. Robert is listed as executive officer.

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(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.

OM
Pooled Investment Fund

Oaktree M Super Private Credit Fund, L.P.

Los Angeles, CA · Dec 30, 2024
  • Dec 30, 2024 · 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. Robert is listed as executive officer.

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.

OO
Pooled Investment Fund · group: Oaktree

Oaktree Opportunities Fund XII (Parallel 3), L.P.

Los Angeles, CA · Dec 27, 2024
  • Dec 27, 2024 · 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. Robert is listed as executive officer.

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.

OL
Pooled Investment Fund · group: Oaktree

Oaktree Lending Partners (Unlevered) Feeder, L.P.

Los Angeles, CA · Dec 11, 2024
  • Dec 11, 2024 · 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. Robert is listed as executive officer.

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(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.

OP
Pooled Investment Fund · group: Oaktree

Oaktree Power Opportunities Fund VII, L.P.

Los Angeles, CA · Sep 20, 2024
  • Sep 20, 2024 · 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. Robert is listed as executive officer.

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.

OP
Pooled Investment Fund · group: Oaktree

Oaktree Power Opportunities Fund VII Feeder (Cayman), L.P.

Los Angeles, CA · Sep 20, 2024
  • Sep 20, 2024 · 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. Robert is listed as executive officer.

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.

OP
Pooled Investment Fund · group: Oaktree

Oaktree Power Opportunities Fund VII Feeder 2 (Cayman), L.P.

Los Angeles, CA · Sep 20, 2024
  • Sep 20, 2024 · 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. Robert is listed as executive officer.

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.

OP
Pooled Investment Fund · group: Oaktree

Oaktree Power Opportunities Fund VII (Parallel), L.P.

Los Angeles, CA · Sep 20, 2024
  • Sep 20, 2024 · 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. Robert is listed as executive officer.

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.

ON
Pooled Investment Fund · group: Oaktree

OAKTREE N ROF IX INVESTMENT FUND, L.P.

Los Angeles, CA · Aug 29, 2024
  • Aug 29, 2024 · 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. Robert is listed as executive officer.

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.

OA
Pooled Investment Fund · group: Oaktree

Oaktree Absolute Return Income Fund, L.P.

Los Angeles, CA · Jun 17, 2024
  • Jun 17, 2024 · D/A · $131,195,034 sold of Indefinite · 9 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $503.1M from 16 investors as of the latest filing. Robert is listed as executive officer.

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.

OL
Pooled Investment Fund · group: Oaktree

Oaktree London Liquid Value Opportunities Fund (VOF), L.P.

Los Angeles, CA · Jun 17, 2024
  • Jun 17, 2024 · 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. Robert is listed as executive officer.

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.

DT
Pooled Investment Fund · group: Duration Transportation Infrastructure

Duration Transportation Infrastructure Capital Partners, L.P.

New York, NY · Jun 14, 2024
  • Jun 14, 2024 · D/A · $329,690,000 sold of Indefinite · 19 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $643M from 23 investors as of the latest filing. Robert is listed as executive officer.

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.

DT
Pooled Investment Fund · group: Duration Transportation Infrastructure

Duration Transportation Infrastructure Capital Partners Feeder (Cayman), L.P.

New York, NY · Jun 14, 2024
  • Jun 14, 2024 · D/A · $33,050,000 sold of Indefinite · 15 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $53.4M from 17 investors as of the latest filing. Robert is listed as executive officer.

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.

DT
Pooled Investment Fund · group: Duration Transportation Infrastructure

Duration Transportation Infrastructure Capital Partners (Parallel), L.P.

New York, NY · Jun 14, 2024
  • Jun 14, 2024 · D/A · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $30.1M from 2 investors as of the latest filing. Robert is listed as executive officer.

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.

DT
Pooled Investment Fund · group: Duration Transportation Infrastructure

Duration Transportation Infrastructure Capital Partners (Parallel 2), L.P.

New York, NY · Jun 14, 2024
  • Jun 14, 2024 · D/A · $30,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $82.5M from 2 investors as of the latest filing. Robert is listed as executive officer.

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.

OT
Pooled Investment Fund · group: Oaktree

Oaktree TICP Managed Co-Investment Fund, L.P.

Los Angeles, CA · Jun 14, 2024
  • Jun 14, 2024 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $20M from 1 investor as of the latest filing. Robert is listed as executive officer.

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.

OT
Pooled Investment Fund · group: Oaktree

Oaktree TICP Managed Co-Investment Fund (Parallel 2), L.P.

Los Angeles, CA · Jun 14, 2024
  • Jun 14, 2024 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $20M from 1 investor as of the latest filing. Robert is listed as executive officer.

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.

OO
Pooled Investment Fund · group: Oaktree

Oaktree Opportunities Fund XII Feeder 6 (Cayman), L.P.

Los Angeles, CA · May 13, 2024
  • May 13, 2024 · D/A · $750,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $750M from 1 investor as of the latest filing. Robert is listed as executive officer.

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.

OO
Pooled Investment Fund · group: Oaktree

Oaktree Opportunities Fund XII Feeder 3 (Cayman), L.P.

Los Angeles, CA · May 13, 2024
  • May 13, 2024 · D/A · $750,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $750M from 1 investor as of the latest filing. Robert is listed as executive officer.

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.

OO
Pooled Investment Fund · group: Oaktree

Oaktree Opportunities Fund XII Feeder 5 (Delaware), L.P.

Los Angeles, CA · May 13, 2024
  • May 13, 2024 · D/A · $100,000,000 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Executive Officer of the Investment Manager) EDGAR ↗

Raised $100M from 1 investor as of the latest filing. Robert is listed as executive officer.

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.

CS
Oil and Gas

Charger Shale Oil Co., LLC

Midland, TX · Aug 29, 2016 → Sep 8, 2016 · 2 filings
  • Sep 8, 2016 · D/A · $630,950,000 sold of Indefinite · 23 investors · min. No minimum reported · role: Director (Member of the Board of Managers) EDGAR ↗
  • Aug 29, 2016 · D · $626,788,722 sold of Indefinite · 23 investors · min. No minimum reported · role: Director (Member of the Board of Managers) EDGAR ↗

Raised $631M from 23 investors as of the latest filing. Robert is listed as director on 2 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: Oil and Gas / 506(b) (1,000 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.

OX
REITS and Finance · group: Oaktree

Opps X REIT Funding, LLC

Los Angeles, CA · Feb 5, 2016
  • Feb 5, 2016 · 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. Robert is listed as director.

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: 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.

GM
REITS and Finance · group: Oaktree

GCA Master Fund REIT, LLC

Los Angeles, CA · Jan 7, 2015
  • Jan 7, 2015 · 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. Robert is listed as director.

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: 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.

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.

  • Robert Leary — Canada (federal level) (as filed: Z4), CT, 2 issuers, Dec 31, 2015 → Sep 30, 2026 · no shared issuer
  • Robert Leary — NY, 1 issuer, Jan 29, 2014 → Jan 30, 2017 · no shared issuer

People around Robert 40

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET. Showing the 40 with the most shared filings.

OC
Management entity

Oaktree Capital Management, L.P.

Promoter, Executive Officer, Director · 188 shared filings (98 issuers) · also on 128 other issuers

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

OR
Management entity

Oaktree Real Estate Debt Fund IV GP, L.P.

Executive Officer · 12 shared filings (6 issuers)

Oaktree Real Estate Debt Fund IV GP, L.P. is on 6 issuers in total — a repeat sponsor. Their page lists every one.

OF
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 Robert O'Leary. Their page shows their other deals.

OR
Management entity

Oaktree Real Estate Opportunities Fund IX GP, L.P.

Executive Officer · 10 shared filings (6 issuers) · also on 1 other issuer

Oaktree Real Estate Opportunities Fund IX GP, L.P. is on 7 issuers in total — a repeat sponsor. Their page lists every one.

OC
Management entity

Oaktree Capital Mangement, L.P.

Promoter · 4 shared filings (2 issuers) · also on 1 other issuer

Listed on the same filings as Robert O'Leary. Their page shows their other deals.

OO
Management entity

Oaktree Opportunities Fund XII GP, L.P.

Executive Officer · 4 shared filings (4 issuers) · also on 3 other issuers

Oaktree Opportunities Fund XII GP, L.P. is on 7 issuers in total — a repeat sponsor. Their page lists every one.

OV
Management entity

Oaktree Value Opportunities Fund GP, L.P.

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

Listed on the same filings as Robert O'Leary. Their page shows their other deals.

OF
Management entity

Oaktree Fund GP II, L.P.

Executive Officer · 3 shared filings (2 issuers) · also on 3 other issuers

Oaktree Fund GP II, L.P. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

OL
Management entity

Oaktree Lending Partners GP, L.P.

Executive Officer · 3 shared filings (3 issuers) · also on 2 other issuers

Oaktree Lending Partners GP, L.P. is on 5 issuers in total — a repeat sponsor. Their page lists every one.

OA
Management entity

Oaktree Aurora GP, L.P.

Executive Officer · 2 shared filings (2 issuers)

Listed on the same filings as Robert O'Leary. Their page shows their other deals.

RF
Management entity

REIT Funding, LLC

Promoter · 2 shared filings (2 issuers) · also on 21 other issuers

REIT Funding, LLC is on 23 issuers in total — a repeat sponsor. Their page lists every one.

OC
Management entity

Oaktree CLO Equity GP, L.P.

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Robert O'Leary. Their page shows their other deals.

OO
Management entity

Oaktree Opps XII-Q GP, L.P.

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Robert O'Leary. Their page shows their other deals.

OF
Management entity

Oaktree Fund GP 1A, Ltd.

Executive Officer · 1 shared filing (1 issuer) · also on 2 other issuers

Listed on the same filings as Robert O'Leary. 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. Robert O'Leary is listed on 94 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 Robert O'Leary.

DT
Sponsor group

Duration Transportation Infrastructure

7 issuers · 27 filings · $960.1M reported sold · 2022–2026

One team, 7 deal companies. Robert O'Leary is listed on 4 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 Robert O'Leary.

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

Business registration (state registry / Secretary of State)

Individuals are not matched to business registrations — registries list companies, and a name alone is not enough to tie a person to one. Officers and managers appear by name inside each matched company's record on the issuer pages. Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file).

Adviser registration (Form ADV)

A person is never an adviser firm. 98 of the 103 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 EDL Sapling Fund, L.P., Oaktree Real Estate Income Fund Feeder III, L.P., Oaktree Real Estate Income Fund Feeder II, L.P., Oaktree Global Credit Investment Grade Fund, L.P., Oaktree Real Estate Income Fund (Parallel III), L.P., Oaktree Global Credit Fund, L.P., Oaktree Global Credit Feeder (Cayman), L.P., OAKTREE HIGH YIELD BOND FUND, L.P., Oaktree Global High Yield Bond Fund, L.P., Oaktree Emerging Markets Equity Fund (Delaware), L.P., Oaktree Emerging Markets Equity Fund (Cayman), L.P., OAKTREE VALUE OPPORTUNITIES FEEDER FUND, L.P., OAKTREE VALUE OPPORTUNITIES (CAYMAN) FUND, LTD., Oaktree Senior Loan Fund (Cayman) Ltd., OAKTREE SENIOR LOAN FUND LP, Oaktree Dislocation Credit SMA Fund, L.P., Duration Transportation Infrastructure Capital Partners, L.P., Duration Transportation Infrastructure Capital Partners Feeder (Cayman), L.P., Duration Transportation Infrastructure Capital Partners (Parallel), L.P., Duration Transportation Infrastructure Capital Partners (Parallel 2), L.P., Oaktree Global Credit Plus Fund (Parallel 2), L.P., Oaktree Global Credit Plus Fund, L.P. / Cayman Islands, Oaktree Global Credit Plus Fund Feeder Cayman (Parallel), L.P., Oaktree Global Credit Plus Fund (Parallel), L.P., Oaktree Asset-Backed Finance Fund (Parallel), L.P., Oaktree Asset-Backed Finance Fund, L.P., Oaktree Emerging Markets Debt Total Return Fund Corporate Feeder (Cayman), L.P., OAKTREE EMERGING MARKETS DEBT TOTAL RETURN FUND PARTNERSHIP FEEDER (CAYMAN), L.P., Oaktree Multi-Strategy Credit Archway Evergreen Fund, L.P., Oaktree Aurora (Feeder) Fund, L.P., Oaktree Aurora (Cayman) Fund, L.P., Oaktree Opps XII-Q, L.P., Oaktree Cascade Investment Fund IV, L.P., Restaurant Royalty Partners (USD) Feeder (Cayman), L.P., Restaurant Royalty Partners (CAD) Feeder (Delaware), L.P., Oaktree Pinehurst Co-Invest, L.P., Oaktree Pinehurst Blocked Co-Invest, L.P., Oaktree Mezzanine Fund VI (Lending), L.P., Oaktree Mezzanine Fund VI (Acquisition), L.P., Restaurant Royalty Partners (USD) Feeder (Delaware), L.P., Restaurant Royalty Partners Continuation Fund, Oaktree Real Estate Opportunities Fund IX Feeder (Cayman) 2, L.P., Oaktree Real Estate Opportunities Fund IX (Parallel), L.P., Oaktree Real Estate Opportunities Fund IX Feeder (Cayman), L.P., Oaktree Real Estate Opportunities Fund IX, L.P., Oaktree Real Estate Opportunities Fund IX Feeder (Delaware), L.P., Oaktree CLO Equity Fund I, L.P., Oaktree Real Estate Debt Fund IV Feeder (Cayman) V, L.P., Oaktree Real Estate Debt Fund IV Feeder (Cayman) IV, L.P., Oaktree Real Estate Debt Fund IV Feeder (Cayman) III, L.P., Oaktree Real Estate Debt Fund IV Feeder (Cayman) II, L.P., Oaktree Real Estate Debt Fund IV Feeder (Cayman) I, L.P., Oaktree Real Estate Debt Fund IV, L.P., Oaktree Blue Credit 1 Investment Fund, L.P., Oaktree LSI Nightingale, LLC, OAKTREE EXPANDED HIGH YIELD FUND, L.P., OAKTREE EUROPEAN HIGH YIELD FUND, L.P., OAKTREE HIGH INCOME CONVERTIBLE FUND II, L.P., Oaktree Lending Partners (Acquisition), L.P., AVANA GAP Holdings, LLC, Oaktree Real Estate Credit Income Finance (Non-EURRC), LLC, Oaktree Real Estate Credit Income Finance, LLC, Oaktree Life Sciences Income Fund (Parallel), L.P., Oaktree Life Sciences Income Fund Feeder Cayman (Parallel), L.P., Oaktree Life Sciences Income Fund, L.P., Oaktree Olorin Investment Fund, L.P., Oaktree Real Estate Opportunities Fund IX Med Holdings, LLC, Oaktree Real Estate Opportunities Fund IX Mortgage Holdings, LLC, Oaktree Japan Equity Seed Fund, L.P., Oaktree China Equity Seed Fund, L.P., Oaktree Lending Partners (Unlevered), L.P., Oaktree Lending Partners Feeder (Unlevered) (Parallel) (ICI), L.P., Oaktree M Super Private Credit Fund, L.P., Oaktree Opportunities Fund XII (Parallel 3), L.P., Oaktree Lending Partners (Unlevered) Feeder, L.P., Oaktree Power Opportunities Fund VII, L.P., Oaktree Power Opportunities Fund VII Feeder (Cayman), L.P., Oaktree Power Opportunities Fund VII Feeder 2 (Cayman), L.P., Oaktree Power Opportunities Fund VII (Parallel), L.P., OAKTREE N ROF IX INVESTMENT FUND, L.P., Oaktree Absolute Return Income Fund, L.P., Oaktree London Liquid Value Opportunities Fund (VOF), L.P., Oaktree TICP Managed Co-Investment Fund, L.P., Oaktree TICP Managed Co-Investment Fund (Parallel 2), L.P., Oaktree Opportunities Fund XII Feeder 6 (Cayman), L.P., Oaktree Opportunities Fund XII Feeder 3 (Cayman), L.P., Oaktree Opportunities Fund XII Feeder 5 (Delaware), 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 Robert O'Leary 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 103 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Robert O'Leary is listed on: none on file. No website or social profile named in OAKTREE EXPANDED HIGH YIELD FUND, L.P.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #72,938 of 374,652 in line (1,386 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

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗California — find the county court ↗Los Angeles Superior Court case search ↗Texas re:SearchTX court records ↗New York WebCivil Supreme ↗

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 ↗Texas Secretary of State business search ↗New York Secretary of State business search ↗OpenCorporates ↗

Change history

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