Form D · Private Equity Fund
Oaktree Principal Fund V, L.P.
Los Angeles, CA · CIK 0001459071
Offering snapshot reported Sep 4, 2019 · 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 |
|---|---|---|---|---|---|
| Sep 4, 2019 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 10, 2009 | Paper | Not reported | No comparison | Not reported | 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 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-347933
A placement agent has been retained and will be apportioned a percentage of commitments received by the Fund.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Evercore Group, L.L.C. | 42405 |
Source: Form D, filed Sep 4, 2019. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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 Frank | Executive |
| Bruce Karsh | Executive |
| Daniel Levin | Executive |
| Howard Marks | Executive |
| N/A N/A Oaktree Capital Management, L.P. | Promoter |
| N/A N/A Oaktree Principal Fund V Gp, L.P. | Executive |
| Sheldon Stone | Executive |
| Jay Wintrob | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
333 South Grand Avenue 28th Floor
Los Angeles, CA, 90071
Los Angeles, CA, 90071