Form D · Private Equity Fund

AG Direct Lending Fund V, L.P.

New York, NY · CIK 0001927555

Offering snapshot reported May 19, 2026 · SEC filing

Reported sold: $779M
Investors reported: 285
Minimum accepted: $5M
First sale: May 4, 2022

Fundraising history

Reported sold

Dates 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.

Reported sold$656,440,000 → $779,024,348
Reported investors261 → 285

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 19, 2026	Amendment	$779,024,348	$122,584,348vs May 20, 2025	285	SEC filing
May 20, 2025	Amendment	$656,440,000	$117,475,000vs May 21, 2024	261	SEC filing
May 24, 2024	Amendment	$538,965,000	$0vs May 21, 2024	234	SEC filing
May 21, 2024	Amendment	$538,965,000	$67,905,000vs May 17, 2023	234	SEC filing
May 17, 2023	Amendment	$471,060,000	$284,510,000vs May 18, 2022	143	SEC filing
May 18, 2022	Initial	$186,550,000	No comparison	37	SEC filing

Offering details

Securities: Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $488K
Finders' fees: $0
Form D file number: 021-446032

Limited Partnership Interests

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Piper Sandler & Co.	665
BFinance US LTD.	159903
BNK Securities Co., Ltd	None

Source: Form D, filed May 19, 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 V, L.P.

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

Gross asset value: $2.51B
Beneficial owners: 294
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, New York, 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 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

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

COMPUTERSHARE TRUST COMPANY, NATIONAL ASSOCIATION
LEI 2549001YYB62BVMSAO13

THE BANK OF NEW YORK MELLON CORPORATION
LEI WFLLPEPC7FZXENRZV188

Filing source

Form ADV 2110116 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-3147952731

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
Name	Reported role
N/A Ag Direct Lending Fund V Gp, Llc	Director, Executive, Promoter
Josh Baumgarten	Executive
Joshua Baumgarten	Executive
Martin Davidson	Executive
Jean Baptiste Garcia	Executive
Joann Harris	Executive
Christopher Moore	Executive
Adam Schwartz	Executive
Brian Sigman	Executive
Frank Stadelmaier	Executive
Steven Willmann	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