Form D · Private Equity Fund
Oaktree Private Investment Fund IV, L.P.
Los Angeles, CA · CIK 0001619599
Offering snapshot reported Nov 23, 2015 · SEC filing
- Reported sold
- $144M Indefinite offering
- Investors reported
- 109 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Feb 17, 2015 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
- Reported investors0 → 109
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 23, 2015 | Amendment | $143,601,899 | No comparison | 109 | SEC filing |
| Nov 25, 2014 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Sep 16, 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
- 021-224779
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 23, 2015. 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 PRIVATE INVESTMENT FUND IV, L.P.
Investment adviser: OAKTREE CAPITAL MANAGEMENT, L.P.
- Gross asset value
- $3.96M
- Beneficial owners
- 110
- ADV minimum commitment
- $250K
Reported in Form ADV on Aug 17, 2026. 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
THE BANK OF NEW YORK MELLON
LEI WFLLPEPC7FZXENRZV188
Fund asset history · 5 annual observations
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| Fiscal year | Gross assets | Beneficial owners | ADV filed |
|---|---|---|---|
| 2021 | $0 | 101 | Mar 31, 2022 |
| 2022 | $0 | 101 | Apr 1, 2023 |
| 2023 | $0 | 110 | Mar 28, 2024 |
| 2024 | $0 | 110 | Mar 31, 2025 |
| 2025 | $3,962,000 | 110 | Mar 31, 2026 |
Filing source
Form ADV 2122656 · Aug 17, 2026 · Schedule D 7.B.(1), fund 805-2964301477
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.
| 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 Private Investment 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
Phone: 213-830-6300