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Oaktree Principal Fund V, L.P.

Hedge FundFund ID 805-7463835528Cayman Islands
Gross assets
$44.9M
Min. investment
$3M
Beneficial owners
30
Size rank
Top 57%
Audited
Yes
Structure
Standalone

About this fund

Oaktree Principal Fund V, L.P. is a hedge fund managed by Oaktree Capital Management, L.P.. The fund reports $44.9 million in gross assets, placing it among the top 57% of private funds by size. The stated minimum investment is $3 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-7463835528
Fund typeHedge Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Oaktree Opportunities Fund Xb, L.P.Hedge$7.77B
Oaktree Opportunities Fund XI, L.P.Hedge$6.35B
Oaktree Global Credit Fund, L.P.Hedge$4.6B
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Frequently asked questions

How large is Oaktree Principal Fund V, L.P.?

Oaktree Principal Fund V, L.P. reports $44.9 million in gross assets, among the top 57% of private funds by size.

What is the minimum investment for Oaktree Principal Fund V, L.P.?

The stated minimum investment is $3 million.

Who manages Oaktree Principal Fund V, L.P.?

Oaktree Principal Fund V, L.P. is managed by Oaktree Capital Management, L.P.

Does Oaktree Principal Fund V, L.P. disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian

Reported gross assets

$44.9M▼ 35%
Jan '25 — $68.8MFeb '25 — $68.8MMar '25 — $43.7MApr '25 — $43.7MMay '25 — $43.7MJun '25 — $43.7MJul '25 — $43.7MAug '25 — $43.7MSep '25 — $43.7MOct '25 — $43.7MNov '25 — $43.7MDec '25 — $43.7MJan '26 — $43.7MFeb '26 — $43.7MMar '26 — $44.9MApr '26 — $44.9MMay '26 — $44.9MJun '26 — $44.9M
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 57%
Larger than 43% of 67,041 private funds
Gross assets vs Hedge FundsTop 71%
Larger than 29% of 12,442 hedge funds
Minimum investmentTop 30%
Higher than 70% of funds reporting a minimum

Investor base

Adviser & related persons4%
Funds of funds%
Non-U.S. persons3%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.