Form D · Hedge Fund
OCM HIGH YIELD TRUST
Los Angeles, CA · CIK 0001460557
Offering snapshot reported Apr 19, 2019 · SEC filing
- Reported sold
- $2.59B Indefinite offering
- Investors reported
- 61 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- May 15, 1995 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.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 19, 2019 | Amendment | $2,592,291,318 | $0vs Apr 19, 2018 | 61 | SEC filing |
| Apr 19, 2018 | Amendment | $2,592,291,318 | $0vs Apr 19, 2017 | 61 | SEC filing |
| Apr 19, 2017 | Amendment | $2,592,291,318 | $26,750,000vs Apr 23, 2014 | 61 | SEC filing |
| Dec 9, 2016 | Amendment | $2,592,291,318 | $26,750,000vs Apr 23, 2014 | 61 | SEC filing |
| Dec 18, 2015 | Amendment | $2,587,291,318 | $21,750,000vs Apr 23, 2014 | 60 | SEC filing |
| Dec 23, 2014 | Amendment | $2,566,941,318 | $1,400,000vs Apr 23, 2014 | 60 | SEC filing |
| Apr 23, 2014 | Amendment | $2,565,541,318 | $150,803,039vs Apr 23, 2013 | 60 | SEC filing |
| Apr 23, 2013 | Amendment | $2,414,738,279 | $90,485,787vs Apr 23, 2012 | 54 | SEC filing |
| Apr 23, 2012 | Amendment | $2,324,252,492 | $43,900,000vs Apr 22, 2011 | 50 | SEC filing |
| Apr 22, 2011 | Amendment | $2,280,352,492 | $262,263,593vs Mar 9, 2010 | 50 | SEC filing |
| Mar 9, 2010 | Amendment | $2,018,088,899 | No comparison | 45 | SEC filing |
| Mar 16, 2009 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- 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
- 021-129367
OCM Investments, LLC (CRD# 128803, 333 South Grand Avenue, 28th Floor, Los Angeles, CA 90071) will place the investments but is not anticipated to receive sales commissions.
Source: Form D, filed Apr 19, 2019. 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 |
|---|---|
| Kevin Clayton | Executive |
| John B. Frank | Executive |
| Stephen A. Kaplan | Executive |
| Bruce A. Karsh | Executive |
| Lawrence Keele | Executive |
| David M. Kirchheimer | Executive |
| Daniel Levin | Executive |
| Howard S. Marks | Executive |
| Todd Molz | Executive |
| N/A N/A Oaktree Capital Management, 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