Oaktree Real Estate Opportunities Fund IX (Parallel), L.P.
Oaktree Real Estate Opportunities Fund IX (Parallel), L.P. is a private equity fund based in Los Angeles, California. According to its most recent Form D, filed Jun 17, 2025, it has sold $517,000,000 of interests to 7 investors since its first sale in Aug 2023. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Sheldon Stone; Robert O'Leary; Oaktree Capital Management, L.P.
- Total raised
- $517,000,000Cumulative sales reported on Form D
- Investors
- 7
- First sale
- Aug 14, 2023
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Sheldon Stone; Robert O'Leary; Oaktree Capital Management, L.P
- Latest Form D
- Jun 17, 2025
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Oaktree Real Estate Opportunities Fund IX (Parallel), L.P.
What is the minimum investment for Oaktree Real Estate Opportunities Fund IX (Parallel), L.P.?
Oaktree Real Estate Opportunities Fund IX (Parallel), L.P.'s latest Form D, filed Jun 17, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Oaktree Real Estate Opportunities Fund IX (Parallel), L.P.?
Oaktree Real Estate Opportunities Fund IX (Parallel), L.P. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Oaktree Real Estate Opportunities Fund IX (Parallel), L.P. raised?
Oaktree Real Estate Opportunities Fund IX (Parallel), L.P. reports $517,000,000 sold from 7 investors on its Form D filed Jun 17, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is Oaktree Real Estate Opportunities Fund IX (Parallel), L.P. based?
Oaktree Real Estate Opportunities Fund IX (Parallel), L.P. is based in Los Angeles, California and is managed by Oaktree Capital Management, L.P..
When did Oaktree Real Estate Opportunities Fund IX (Parallel), L.P. launch?
Oaktree Real Estate Opportunities Fund IX (Parallel), L.P. reports its first sale in Aug 2023.
Size compared with every private equity fund
Raised more than 96% of the 1,777 private equity funds based in California, and more than 90% of all 9,142 that report sales.
Other funds with the same team
- Oaktree Global High Yield Bond Fund, L.P.$1.5B
- Oaktree Special Situations Fund IV, L.P.$1.3B
- Oaktree Real Estate Opportunities Fund IX, L.P.$1.3B
- Oaktree Special Situations Fund IV (Parallel), L.P.$968M
- Oaktree Asset-Backed Finance Fund, L.P.$951M
- Oaktree Real Estate Debt Fund IV, L.P.$565M
- Oaktree Blue Credit 1 Investment Fund, L.P.$390M
- Oaktree Lending Partners (Unlevered), L.P.$280M