Form D · Private Equity Fund

Oaktree Real Estate Opportunities Fund IX Mortgage Holdings, LLC

Los Angeles, CA · CIK 0002051441

Offering snapshot reported Jan 14, 2025 · SEC filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jan 14, 2025	Initial	$125,000	No comparison	125	SEC filing

Sales commissions are based on a percentage of total equity commitments.

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Recipient	CRD	Associated broker-dealer
H & L Equities, LLC	113794	Lori Mayfield · CRD 4899271

Source: Form D, filed Jan 14, 2025. Minimum accepted may differ from a standard advertised minimum.

No confirmed ADV fund connection is available for this issuer.

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 Frank	Executive
Bruce Karsh	Executive
Daniel Levin	Executive
Howard 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 Mortgage Holdings Aggregator, L.P.	Executive
Robert O'leary	Executive
Armen Panossian	Executive
Sheldon Stone	Executive

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Oaktree Capital Management, L.P. 333 S. Grand Avenue, 28 Th Floor
Los Angeles, CA, 90071