Form D · Private Equity Fund
AG CLO Equity Fund, L.P.
New York, NY · CIK 0001851323
Offering snapshot reported Mar 13, 2026 · SEC filing
- Reported sold
- $28.7M Indefinite offering
- Investors reported
- 15 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Feb 26, 2021 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
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 13, 2026 | Amendment | $28,725,000 | $0vs Mar 17, 2025 | 15 | SEC filing |
| Mar 17, 2025 | Amendment | $28,725,000 | $0vs Mar 18, 2024 | 15 | SEC filing |
| Mar 18, 2024 | Amendment | $28,725,000 | $0vs Mar 17, 2023 | 15 | SEC filing |
| Mar 17, 2023 | Amendment | $28,725,000 | $0vs Mar 16, 2022 | 15 | SEC filing |
| Mar 16, 2022 | Amendment | $28,725,000 | $13,525,000vs Mar 15, 2021 | 15 | SEC filing |
| Mar 15, 2021 | Initial | $15,200,000 | No comparison | 11 | 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
- 021-392307
Limited Partnership Interests
Source: Form D, filed Mar 13, 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 CLO EQUITY FUND, L.P.
Investment adviser: ANGELO, GORDON & CO., L.P.
- Gross asset value
- Not reported
- Beneficial owners
- Not reported
- ADV minimum commitment
- Not reported
Reported in Form ADV on Aug 24, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- Not reported
- Prime brokers
- Not reported
- Custodians
- Not reported
- Administrator other than the adviser
- Not reported
- External marketing
- Not reported
Filing source
Form ADV 2110116 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-7840047749
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 Clo Equity Fund Gp, Llc | Director, Executive, Promoter |
| Joshua Baumgarten | Executive |
| 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 |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10167