Form D · Other Investment Fund

Oaktree CLO Equity Fund I, L.P.

Los Angeles, CA · CIK 0001977739

Offering snapshot reported Jun 16, 2025 · SEC filing

Reported sold: $176M
Investors reported: 18
Minimum accepted: $0
First sale: Oct 17, 2023

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$115,825,000 → $176,179,000

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 16, 2025	Amendment	$176,179,000	$60,354,000vs Jun 12, 2024	18	SEC filing
Jun 12, 2024	Amendment	$115,825,000	No comparison	18	SEC filing
Jun 13, 2023	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: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-484015

OCM Investments, LLC (CRD #128803) and Brookfield Oaktree Wealth Solutions LLC (CRD #313390) will place the investments but neither one is anticipated to receive sales commissions.

Source: Form D, filed Jun 16, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

OAKTREE CLO EQUITY FUND I, L.P.

Investment adviser: OAKTREE CAPITAL MANAGEMENT, L.P.

Gross asset value: $259M
Beneficial owners: 50
ADV minimum commitment: $10M

Reported in Form ADV on Aug 17, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LTD GRAND CAYMAN, Cayman Islands Other funds reporting this name →

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

ERNST & YOUNG LTD
PCAOB 1655

THE BANK OF NEW YORK MELLON
LEI WFLLPEPC7FZXENRZV188

Fund asset history · 3 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2023	$0	13	Mar 28, 2024
2024	$136,929,592	30	Mar 31, 2025
2025	$258,779,300	50	Mar 31, 2026

Filing source

Form ADV 2122656 · Aug 17, 2026 · Schedule D 7.B.(1), fund 805-1482796738

Reported by OAKTREE CAPITAL MANAGEMENT, L.P. (CRD 106793).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; 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.

People and organizations reported in Form D filings
Name	Reported role
John Frank	Executive
Bruce Karsh	Executive
Daniel Levin	Executive
Howard Marks	Executive
Todd Molz	Executive
N/A Oaktree Capital Management, L.P.	Promoter
N/A Oaktree Clo Equity Gp, L.P.	Executive
Robert O'leary	Executive
Armen Panossian	Executive
Sheldon Stone	Executive
Jay Wintrob	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Oaktree Capital Management, L.P. 333 S. Grand Avenue, 28 Th Floor
Los Angeles, CA, 90071
Phone: 213-830-6300