Form D · Private Equity Fund

AG Direct Lending Fund IV, L.P.

New York, NY · CIK 0001796263

Offering snapshot reported Feb 4, 2026 · SEC filing

Reported sold
$1.28B
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 4, 2026Amendment$1,281,570,000No comparisonNot reportedSEC filing
Feb 4, 2025Amendment$1,281,570,000$0vs Feb 6, 2024508SEC filing
Feb 6, 2024Amendment$1,281,570,000$0vs Feb 6, 2023510SEC filing
Feb 6, 2023Amendment$1,281,570,000$0vs Feb 4, 2022510SEC filing
Feb 4, 2022Amendment$1,281,570,000$646,120,000vs Feb 3, 2021513SEC filing
Feb 3, 2021Amendment$635,450,000$175,900,000vs Feb 3, 2020234SEC filing
Feb 3, 2020Initial$459,550,000No comparison103SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-359644

Source: Form D, filed Feb 4, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

AG DIRECT LENDING FUND IV, L.P.

Investment adviser: ANGELO, GORDON & CO., L.P.

Gross asset value
$2.01B
Beneficial owners
515
ADV minimum commitment
$5M

Reported in Form ADV on Aug 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SEI GLOBAL SERVICES, INC. OAKS, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP NEW YORK, New York, United States
Custodian BANK OF AMERICA, NATIONAL ASSOCIATION CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian CNB BANK CLEARFIELD, Pennsylvania, United States Related to adviser: No
Custodian COMPUTERSHARE TRUST COMPANY, NATIONAL ASSOCIATION CANTON, Ohio, United States Related to adviser: No
Custodian THE BANK OF NEW YORK MELLON CORPORATION WILMINGTON, Delaware, United States Related to adviser: No
Custodian WELLS FARGO BANK, NATIONAL ASSOCIATION SIOUX FALLS, South Dakota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27

CNB BANK
LEI 549300NBFK4GO76FTE84

COMPUTERSHARE TRUST COMPANY, NATIONAL ASSOCIATION
LEI 2549001YYB62BVMSAO13

THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188

WELLS FARGO BANK, NATIONAL ASSOCIATION
LEI KB1H1DSPRFMYMCUFXT09

Filing source

Form ADV 2110116 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-8783527277

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Ag Direct Lending Fund Iv Gp Llc Director, Executive, Promoter
Josh Baumgarten Executive
Martin Davidson Executive
Jean Baptiste Garcia Executive
Michael L. Gordon Executive
Joann Harris Executive
Christopher Moore Executive
Adam Schwartz Executive
Brian Sigman Executive
Frank Stadelmaier Executive
Kirk Wickman Executive
Steven Willmann Executive
Forest Wolfe Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Angelo, Gordon & Co., L.P. 245 Park Avenue, 26 Th Floor
New York, NY, 10167