FormDSignal
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Oaktree Special Situations Fund IV raises $1.29B in institutional private equity fund

Fund raise update · Private equity / buyout · Open-ended · LOS ANGELES, CA · Form D/A filed 2026-10-01 · sponsor: Oaktree Capital Management · all Oaktree Special vehicles

Oaktree Capital Management's Special Situations Fund IV, a Cayman Islands-domiciled private equity fund, has raised $1.29B from 60 investors as of September 2025. The fund operates under Regulation D exemption 3(c)(7), limiting investors to qualified purchasers and institutions.

$100M+ sold3(c)(7) — qualified purchasersPrivate equity / buyoutOpportunistic / special situations

Why now — by persona

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People on the filing

N/A N/A Oaktree Special Situations Fund IV GP, L.P.General Partner of the Issuer
N/A N/A Oaktree Capital Management, L.P.Investment Manager of the Issuer
Howard MarksExecutive Officer of the Investment Manager
Bruce KarshExecutive Officer of the Investment Manager
John FrankExecutive Officer of the Investment Manager
Robert O'LearyExecutive Officer of the Investment Manager
Armen PanossianExecutive Officer of the Investment Manager
Sheldon StoneExecutive Officer of the Investment Manager
Jay GhiyaExecutive Officer of the Investment Manager
Karly LancaricExecutive Officer of the Investment Manager

Signed by Ting He, Senior VP of the Investment Manager of the Issuer.

Placement agents / sales compensation: Morgan Stanley Smith Barney LLC; Raymond James & Associates, Inc.; HMC Global; Singular Asset Management Administradora General de Fondos S.A.

Filing contact

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Other filings by this issuer

All Oaktree Special vehicles on Form D →

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