Form D · Private Equity Fund
Oaktree Real Estate Opportunities Fund IX Feeder (Cayman), L.P.
Los Angeles, CA · CIK 0001953411
Offering snapshot reported Jun 17, 2025 · SEC filing
- Reported sold
- $52.3M Indefinite offering
- Investors reported
- 10 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 31, 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$24,500,000 → $52,250,000
- Reported investors5 → 10
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 17, 2025 | Amendment | $52,250,000 | $27,750,000vs Jun 17, 2024 | 10 | SEC filing |
| Jun 17, 2024 | Amendment | $24,500,000 | No comparison | 5 | SEC filing |
| Jun 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 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-484272
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 |
|---|---|---|
| Akela Capital | None | |
| HMC ITJ | None | |
| Samsung Securities Co., Ltd. | None | |
| Singular Asset Management Administradora General de Fondos S.A. | None |
Source: Form D, filed Jun 17, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
Adviser links for this issuer
These links apply to the issuer record and have not been matched to the fundraising shown above.
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 |
| Bruce A. Karsh | Executive |
| Daniel Levin | Executive |
| Howard S. Marks | Executive |
| Todd Molz | Executive |
| N/A N/A Oaktree Capital Management, L.P. | Promoter |
| N/A N/A Oaktree Real Estate Opportunities Fund Ix 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