Form D · Hedge Fund
AG Direct Lending Fund (TX), L.P.
New York, NY · CIK 0001706041
Offering snapshot reported May 15, 2026 · SEC filing
- Reported sold
- $700M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- May 22, 2017 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 15, 2026 | Amendment | $700,388,889 | $0vs May 20, 2025 | 2 | SEC filing |
| May 20, 2025 | Amendment | $700,388,889 | $0vs May 20, 2024 | 2 | SEC filing |
| May 20, 2024 | Amendment | $700,388,889 | $0vs May 17, 2023 | 2 | SEC filing |
| May 17, 2023 | Amendment | $700,388,889 | -$104,242,374vs May 20, 2022 | 2 | SEC filing |
| May 20, 2022 | Amendment | $804,631,263 | $181,582,877vs May 21, 2021 | 2 | SEC filing |
| May 21, 2021 | Amendment | $623,048,386 | No comparison | Not reported | SEC filing |
| May 22, 2020 | Amendment | $554,468,153 | $71,129,436vs May 23, 2019 | 2 | SEC filing |
| May 23, 2019 | Amendment | $483,338,717 | $43,143,141vs May 25, 2018 | 2 | SEC filing |
| May 25, 2018 | Amendment | $440,195,576 | $417,683,076vs May 31, 2017 | 2 | SEC filing |
| May 31, 2017 | Initial | $22,512,500 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-287702
Limited Partnership Interests
Source: Form D, filed May 15, 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 (TX), L.P.
Investment adviser: ANGELO, GORDON & CO., L.P.
- Gross asset value
- $965M
- Beneficial owners
- 2
- 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
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
CNB BANK
LEI 549300NBFK4GO76FTE84
COMPUTERSHARE TRUST COMPANY, NATIONAL ASSOCIATION
LEI 2549001YYB62BVMSAO13
SUMITOMO MITSUI BANKING CORPORATION
LEI 5U0XI89JRFVHWIBS4F54
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 805-9568660430
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.
| Name | Reported role |
|---|---|
| N/A Ag Direct Lending Fund (Tx) 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:New York, NY, 10167