0002051441-25-000001.txt : 20250114 0002051441-25-000001.hdr.sgml : 20250114 20250114111638 ACCESSION NUMBER: 0002051441-25-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(7) FILED AS OF DATE: 20250114 DATE AS OF CHANGE: 20250114 EFFECTIVENESS DATE: 20250114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Oaktree Real Estate Opportunities Fund IX Mortgage Holdings, LLC CENTRAL INDEX KEY: 0002051441 ORGANIZATION NAME: IRS NUMBER: 992335636 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-535111 FILM NUMBER: 25528265 BUSINESS ADDRESS: STREET 1: C/O OAKTREE CAPITAL MANAGEMENT, L.P. STREET 2: 333 S. GRAND AVENUE, 28TH FLOOR CITY: LOS ANGELES STATE: CA ZIP: 90071 BUSINESS PHONE: 213-830-6300 MAIL ADDRESS: STREET 1: C/O OAKTREE CAPITAL MANAGEMENT, L.P. STREET 2: 333 S. GRAND AVENUE, 28TH FLOOR CITY: LOS ANGELES STATE: CA ZIP: 90071 D 1 primary_doc.xml X0708 D LIVE 0002051441 Oaktree Real Estate Opportunities Fund IX Mortgage Holdings, LLC C/O OAKTREE CAPITAL MANAGEMENT, L.P. 333 S. GRAND AVENUE, 28TH FLOOR LOS ANGELES CA CALIFORNIA 90071 213-830-6300 DELAWARE None None Limited Liability Company true 2024 N/A N/A Oaktree Real Estate Opportunities Fund IX Mortgage Holdings Aggregator, L.P. 333 S. Grand Avenue 28th Floor Los Angeles CA CALIFORNIA 90071 Executive Officer General Partner of the Issuer N/A N/A Oaktree Capital Management, L.P. 333 S. Grand Avenue 28th Floor Los Angeles CA CALIFORNIA 90071 Promoter Investment Manager of the Issuer Howard Marks c/o Oaktree Capital Management, L.P. 333 S. Grand Avenue, 28th Floor Los Angeles CA CALIFORNIA 90071 Executive Officer Executive Officer of the Investment Manager Bruce Karsh c/o Oaktree Capital Management, L.P. 333 S. Grand Avenue, 28th Floor Los Angeles CA CALIFORNIA 90071 Executive Officer Executive Officer of the Investment Manager John Frank c/o Oaktree Capital Management, L.P. 333 S. Grand Avenue, 28th Floor Los Angeles CA CALIFORNIA 90071 Executive Officer Executive Officer of the Investment Manager Robert O'Leary c/o Oaktree Capital Management, L.P. 333 S. Grand Avenue, 28th Floor Los Angeles CA CALIFORNIA 90071 Executive Officer Executive Officer of the Investment Manager Armen Panossian c/o Oaktree Capital Management, L.P. 333 S. Grand Avenue, 28th Floor Los Angeles CA CALIFORNIA 90071 Executive Officer Executive Officer of the Investment Manager Sheldon Stone c/o Oaktree Capital Management, L.P. 333 S. Grand Avenue, 28th Floor Los Angeles CA CALIFORNIA 90071 Executive Officer Executive Officer of the Investment Manager Daniel Levin c/o Oaktree Capital Management, L.P. 333 S. Grand Avenue, 28th Floor Los Angeles CA CALIFORNIA 90071 Executive Officer Executive Officer of the Investment Manager Todd Molz c/o Oaktree Capital Management, L.P. 333 S. Grand Avenue, 28th Floor Los Angeles CA CALIFORNIA 90071 Executive Officer Executive Officer of the Investment Manager Pooled Investment Fund Private Equity Fund false Decline to Disclose 06b 3C 3C.7 false 2025-01-07 false true true false 1000 H & L Equities, LLC 113794 Charles B. Harrison 3071551 1175 Peachtree St. NE, Suite 2200 Atlanta GA GEORGIA 30361 TX TEXAS FL FLORIDA GA GEORGIA false H & L Equities, LLC 113794 Scott Harrison 4981070 1175 Peachtree St. NE, Suite 2200 Atlanta GA GEORGIA 30361 TX TEXAS FL FLORIDA GA GEORGIA false H & L Equities, LLC 113794 Patrick J. Whelchel 5389090 1175 Peachtree St. NE, Suite 2200 Atlanta GA GEORGIA 30361 TX TEXAS FL FLORIDA GA GEORGIA false H & L Equities, LLC 113794 Lori Mayfield 4899271 1175 Peachtree St. NE, Suite 2200 Atlanta GA GEORGIA 30361 TX TEXAS FL FLORIDA GA GEORGIA false 125000 125000 0 false 125 6250 true 0 Sales commissions are based on a percentage of total equity commitments. 0 true The Issuer's confidential offering materials fully discuss fees due to the Investment Manager of the Issuer and the General Partner of the Issuer. false Oaktree Real Estate Opportunities Fund IX Mortgage Holdings, LLC Onnolee Keland Onnolee Keland Assistant Vice President of the Invesmtent Manager 2025-01-13