Oaktree Direct Lending Evergreen Fund, L.P.
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$1.8B
Investors
1
Min Invest
None stated
What this filing shows
·Every sentence is a value as filed on SEC Form D
Oaktree Direct Lending Evergreen Fund, L.P. is a Cayman Islands limited partnership organized in 2025 that first filed a Form D on October 15, 2025 and most recently amended it on October 16, 2026, describing itself as a other investment fund. The offering claims Rule 506(c), Section 3(c), Section 3(c)(7) and covers equity and pooled investment fund interests. Oaktree Direct Lending Evergreen Fund, L.P. reported $1,800,000,000 sold from 1 investor in an offering of indefinite size as of the Form D filed October 16, 2026. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates. The issuer's address of record is C/O Oaktree Capital Management, L.P., 333 S. Grand Ave., 28th Floor, Los Angeles, CA 90071.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
5
latest Oct 16, 2026
Critical / warning
1 / 0
2 watch · 2 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
raising
Latest event Investors increase · Oct 16, 2026
SEC.govFund family Part of the Oaktree Direct Lending Evergreen Fund family: 2 vehicles across 0 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- The dated record: 1 fact with source, effective date and capture date, viewable as AltStreet knew them on any past day
- 5 filing events with values and deltas, latest 2026-10-16, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2026-10-16: 2 related persons added and 2 removed against the filing of 2025-10-15; 10 now listed. The names are in the Terminal feed.
Oaktree Direct Lending Evergreen Fund GP, L.P.
Executive Officer · Los Angeles, CA
General Partner of the Issuer
Oaktree Capital Management, L.P.
Promoter · Los Angeles, CA
Investment Manager of the Issuer
Howard Marks
Executive Officer · Los Angeles, CA
Executive Officer of the Investment Manager
Bruce Karsh
Executive Officer · Los Angeles, CA
Executive Officer of the Investment Manager
John Frank
Executive Officer · Los Angeles, CA
Executive Officer of the Investment Manager
Robert O'Leary
Executive Officer · Los Angeles, CA
Executive Officer of the Investment Manager
Armen Panossian
Executive Officer · Los Angeles, CA
Executive Officer of the Investment Manager
Sheldon Stone
Executive Officer · Los Angeles, CA
Executive Officer of the Investment Manager
Jay Ghiya
Executive Officer · Los Angeles, CA
Executive Officer of the Investment Manager
Karly Lancaric
Executive Officer · Los Angeles, CA
Executive Officer of the Investment Manager
Questions About Oaktree Direct Lending Evergreen Fund, L.P.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Oaktree Direct Lending Evergreen Fund, L.P.?
Oaktree Direct Lending Evergreen Fund, L.P. is a Cayman Islands limited partnership organized in 2025 that filed a Form D with the SEC on October 16, 2026 as a other investment fund. The filing claims Rule 506(c), Section 3(c), Section 3(c)(7) for an offering of equity and pooled investment fund interests.
Is Oaktree Direct Lending Evergreen Fund, L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. Oaktree Direct Lending Evergreen Fund, L.P. filed a Form D with the SEC on October 16, 2026 claiming Rule 506(c), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,800,000,000 sold to 1 investor. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Oaktree Direct Lending Evergreen Fund, L.P. registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Oaktree Direct Lending Evergreen Fund, L.P. claimed Rule 506(c), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Oaktree Direct Lending Evergreen Fund, L.P. raised?
Oaktree Direct Lending Evergreen Fund, L.P. reported $1,800,000,000 sold from 1 investor in an offering of indefinite size as of the Form D filed October 16, 2026.
Who can invest in Oaktree Direct Lending Evergreen Fund, L.P.?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in Oaktree Direct Lending Evergreen Fund, L.P.?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling Oaktree Direct Lending Evergreen Fund, L.P. and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Oaktree Direct Lending Evergreen Fund, L.P.?
The Form D lists 10 related persons: Oaktree Direct Lending Evergreen Fund GP, L.P., executive officer (General Partner of the Issuer); Oaktree Capital Management, L.P., promoter (Investment Manager of the Issuer); Howard Marks, executive officer (Executive Officer of the Investment Manager); Bruce Karsh, executive officer (Executive Officer of the Investment Manager); John Frank, executive officer (Executive Officer of the Investment Manager); Robert O'Leary, executive officer (Executive Officer of the Investment Manager); Armen Panossian, executive officer (Executive Officer of the Investment Manager); Sheldon Stone, executive officer (Executive Officer of the Investment Manager), and 2 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Oaktree Direct Lending Evergreen Fund, L.P. located?
The issuer's address on its SEC filings is C/O Oaktree Capital Management, L.P., 333 S. Grand Ave., 28th Floor, Los Angeles, CA 90071. Its phone number of record is 2138306300. It is organized under the laws of Cayman Islands.
How long is the Oaktree Direct Lending Evergreen Fund, L.P. offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.
How large is Oaktree Direct Lending Evergreen Fund, L.P.?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.