AltMountain

Ocm High Yield Trust

Los Angeles, CA · CIK 1460557
Status: no Form D since Apr 2019. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Ocm High Yield Trust is a hedge fund based in Los Angeles, California. According to its most recent Form D, filed Apr 19, 2019, the fund has sold $2,592,291,318 of interests to 61 investors since its first sale in May 1995. 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 Howard Marks; Oaktree Capital Management, L.P; Bruce Karsh.

Performance

No returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.

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Total raised
$2,592,291,318Cumulative sales reported on Form D
Investors
61
First sale
May 15, 1995
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
Howard Marks; Oaktree Capital Management, L.P; Bruce Karsh
Latest Form D
Apr 19, 2019

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. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Ocm High Yield Trust

What is the minimum investment for Ocm High Yield Trust?

Ocm High Yield Trust's latest Form D, filed Apr 19, 2019, does not set a minimum investment. Managers can still require one in the offering documents.

Who can invest in Ocm High Yield Trust?

Ocm High Yield Trust 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 Ocm High Yield Trust raised?

Ocm High Yield Trust reports $2,592,291,318 sold from 61 investors on its Form D filed Apr 19, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is Ocm High Yield Trust based?

Ocm High Yield Trust is based in Los Angeles, California.

When did Ocm High Yield Trust launch?

Ocm High Yield Trust reports its first sale in May 1995.

Size compared with every hedge fund

Raised more than 97% of the 1,049 hedge funds based in California, and more than 97% of all 10,128 that report sales.

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