Form D · Private Equity Fund

Oaktree Opportunities Fund Xb, L.P.

Los Angeles, CA · CIK 0001615831

Offering snapshot reported Nov 21, 2016 · SEC filing

Reported sold: $6.61B
Investors reported: 247
Minimum accepted: $0
First sale: Jan 14, 2015

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 investors0 → 247

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Nov 21, 2016	Amendment	$6,609,515,199	No comparison	247	SEC filing
Nov 24, 2015	Amendment	$5,664,005,090	No comparison	223	SEC filing
Nov 25, 2014	Amendment	Yet to sell	No comparison	0	SEC filing
Sep 12, 2014	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: 021-224625

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 Nov 21, 2016. 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 OPPORTUNITIES FUND XB, L.P.

Investment adviser: OAKTREE CAPITAL MANAGEMENT, L.P.

Gross asset value: $7.77B
Beneficial owners: 289
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 →

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Other funds reporting this name →

Provider details

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

ERNST & YOUNG LTD
PCAOB 1655

THE BANK OF NEW YORK MELLON
LEI WFLLPEPC7FZXENRZV188

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$8,219,993,000	420	Mar 31, 2022
2022	$9,284,059,000	418	Apr 1, 2023
2023	$9,110,622,000	275	Mar 28, 2024
2024	$8,250,088,807	274	Mar 31, 2025
2025	$7,770,785,611	289	Mar 31, 2026

Filing source

Form ADV 2122656 · Aug 17, 2026 · Schedule D 7.B.(1), fund 805-4166170597

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 B. Frank	Executive
Stephen A. Kaplan	Executive
Bruce A. Karsh	Executive
Lawrence Keele	Executive
David M. Kirchheimer	Executive
Howard S. Marks	Executive
None Oaktree Opportunities Fund Xb Gp, L.P.	Promoter
Sheldon Stone	Executive
Jay Wintrob	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

333 South Grand Avenue, 28 Th Floor
Los Angeles, CA, 90071
Phone: 213-830-6300