MentionFoxOaktree Direct Lending Evergreen Fund, L.P. filed an amended Form D with the Securities and Exchange Commission on 2026-10-16.
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New Form D on file · 2026-10-16 · the record
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Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC
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This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.
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A hollow marker is an amendment (Form D/A); a solid one is an original Form D. The larger marker is the filing this page is about.
Trailing twelve months. 8054 filings in Other Investment Fund, totalled by week. The dot is this raise, $1.80B, on the same scale — one filing against the whole group's total, so it sits low by construction.
The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the General Partner of the Issuer.
On the filing as: Executive Officer.
Howard Marks is named as Executive Officer of the Investment Manager on the Form D that Oaktree Direct Lending Evergreen Fund, L.P. filed with the SEC on 16 October 2026, one of 8 people that filing names.
On the filing as: Executive Officer.
Bruce Karsh is named as Executive Officer of the Investment Manager on the Form D that Oaktree Direct Lending Evergreen Fund, L.P. filed with the SEC on 16 October 2026, one of 8 people that filing names.
On the filing as: Executive Officer.
John Frank is named as Executive Officer of the Investment Manager on the Form D that Oaktree Direct Lending Evergreen Fund, L.P. filed with the SEC on 16 October 2026, one of 8 people that filing names.
On the filing as: Executive Officer.
Robert O'Leary is named as Executive Officer of the Investment Manager on the Form D that Oaktree Direct Lending Evergreen Fund, L.P. filed with the SEC on 16 October 2026, one of 8 people that filing names.
On the filing as: Executive Officer.
Armen Panossian is named as Executive Officer of the Investment Manager on the Form D that Oaktree Direct Lending Evergreen Fund, L.P. filed with the SEC on 16 October 2026, one of 8 people that filing names.
On the filing as: Executive Officer.
Sheldon Stone is named as Executive Officer of the Investment Manager on the Form D that Oaktree Direct Lending Evergreen Fund, L.P. filed with the SEC on 16 October 2026, one of 8 people that filing names.
On the filing as: Executive Officer.
Jay Ghiya is named as Executive Officer of the Investment Manager on the Form D that Oaktree Direct Lending Evergreen Fund, L.P. filed with the SEC on 16 October 2026, one of 8 people that filing names.
On the filing as: Executive Officer.
Karly Lancaric is named as Executive Officer of the Investment Manager on the Form D that Oaktree Direct Lending Evergreen Fund, L.P. filed with the SEC on 16 October 2026, one of 8 people that filing names.
8 people named on the filing — 8 holding an executive role.
Named as of the 2026-10-16 filing. Titles and locations are exactly as the filing states — not independently confirmed elsewhere.
| Entity | Stated role | Relationship on the filing | Where |
|---|---|---|---|
| Oaktree Direct Lending Evergreen Fund GP, L.P. | General Partner of the Issuer | Executive Officer | Los Angeles, CALIFORNIA |
| Oaktree Capital Management, L.P. | Investment Manager of the Issuer | Promoter | Los Angeles, CALIFORNIA |
Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC
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These are companies, not individuals — the filing gives them no forename, or names them as a firm. They are listed apart so a firm is never read as a person.
No investor is drawn from a Form D — the form states how many invested and never who.
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