Form D · Private Equity Fund
Oaktree ATI Investors, L.P.
Los Angeles, CA · CIK 0001676821
Offering snapshot reported Jun 10, 2016 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 10, 2016 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-264794
OCM Investments, LLC, CRD# 128803, 333 South Grand Avenue, 28th Floor, Los Angeles, CA 90071, will place the interests but is not anticipated to receive sales commissions.
Source: Form D, filed Jun 10, 2016. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
OAKTREE ATI INVESTORS, L.P.
Investment adviser: OAKTREE CAPITAL MANAGEMENT, L.P.
- Gross asset value
- $417M
- Beneficial owners
- 3
- ADV minimum commitment
- $10M
Reported in Form ADV on Aug 16, 2021. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188
Filing source
Form ADV 1558064 · Aug 16, 2021 · Schedule D 7.B.(1), fund 805-6760838395
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| John B. Frank | Executive |
| Stephen A. Kaplan | Executive |
| Bruce A. Karsh | Executive |
| David M. Kirchheimer | Executive |
| Howard S. Marks | Executive |
| None Oaktree Power Opportunities Fund Iv Gp, L.P. | Promoter |
| Sheldon Stone | Executive |
| Jay Wintrob | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Los Angeles, CA, 90071