Form D · Private Equity Fund
Oaktree Real Estate Debt Fund IV, L.P.
Los Angeles, CA · CIK 0001976787
Offering snapshot reported May 20, 2025 · SEC filing
- Reported sold
- $565M Indefinite offering
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jun 26, 2023 As reported in this filing
Fundraising history
Reported soldDates 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$558,099,900 → $565,499,900
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 20, 2025 | Amendment | $565,499,900 | $7,400,000vs May 20, 2024 | 12 | SEC filing |
| May 20, 2024 | Amendment | $558,099,900 | No comparison | 12 | SEC filing |
| May 15, 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
- 021-481732
OCM Investments, LLC, CRD #128803, and Brookfield Oaktree Wealth Solutions LLC, CRD #313390, will place the investments but are not anticipated to receive sales commissions.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Korea Investment & Securities Co., Ltd. | None | |
| Samsung Securities Co., Ltd. | None | |
| HMC ITJ | None | |
| Singular Asset Management Administradora General de Fondos S.A. | None | |
| Akela Capital | None |
Source: Form D, filed May 20, 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 REAL ESTATE DEBT FUND IV, L.P.
Investment adviser: OAKTREE CAPITAL MANAGEMENT, L.P.
- Gross asset value
- $411M
- Beneficial owners
- 19
- 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
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 | $55,073,000 | 10 | Mar 28, 2024 |
| 2024 | $207,418,000 | 11 | Mar 31, 2025 |
| 2025 | $411,338,000 | 19 | Mar 31, 2026 |
Filing source
Form ADV 2122656 · Aug 17, 2026 · Schedule D 7.B.(1), fund 805-2078377046
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 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 Real Estate Debt Fund Iv 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:Los Angeles, CA, 90071
Phone: 213-830-6300