Form D · Private Equity Fund

AG Energy Partners, L.P.

New York, NY · CIK 0001598885

Offering snapshot reported Feb 4, 2022 · SEC filing

Reported sold: $101M
Investors reported: 132
Minimum accepted: $5M
First sale: Jan 31, 2014

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 investors131 → 132

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 4, 2022	Amendment	$101,291,897	$0vs Feb 3, 2021	132	SEC filing
Feb 3, 2021	Amendment	$101,291,897	$0vs Feb 3, 2020	131	SEC filing
Feb 3, 2020	Amendment	$101,291,897	$0vs Feb 1, 2019	131	SEC filing
Feb 1, 2019	Amendment	$101,291,897	$0vs Feb 1, 2018	130	SEC filing
Feb 1, 2018	Amendment	$101,291,897	$69,691,897vs Feb 3, 2017	130	SEC filing
Feb 3, 2017	Amendment	$31,600,000	-$10,481,955vs Feb 4, 2016	129	SEC filing
Feb 4, 2016	Amendment	$42,081,955	-$172,918,045vs Feb 5, 2015	130	SEC filing
Feb 5, 2015	Amendment	$215,000,000	$134,300,000vs Feb 7, 2014	129	SEC filing
Feb 7, 2014	Initial	$80,700,000	No comparison	34	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-211507

Source: Form D, filed Feb 4, 2022. 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 ENERGY PARTNERS, L.P.

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

Gross asset value: $688K
Beneficial owners: 135
ADV minimum commitment: $5M

Reported in Form ADV on Feb 27, 2023. 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 PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian BNY MELLON INC. N.A. NEW YORK, New York, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

BANK OF AMERICA, N.A.
LEI B4TYDEB6GKMZO031MB27

BNY MELLON INC. N.A.
LEI HPFHU0OQ28E4N0NFVK49

J.P. MORGAN SECURITIES LLC
SEC 8-35008

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Filing source

Form ADV 1694349 · Feb 27, 2023 · Schedule D 7.B.(1), fund 805-9592130268

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

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
AG Energy Partners, L.P. (this fund)	Feb 4, 2022	$101,291,897	132
AG Energy Partners II, L.P.	Mar 4, 2024	$696,929,890	855

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
John M. Angelo	Executive
Josh Baumgarten	Executive
Thomas Fuller	Executive
Michael L. Gordon	Executive
Wilson Leung	Executive
Jonathan Lieberman	Executive
Christopher Moore	Executive
Arthur Peponis	Executive
David Roberts	Executive
Lawrence Schloss	Executive
Adam Schwartz	Executive
Frank Stadelmaier	Executive
Joseph Wekselblatt	Executive
Kirk Wickman	Executive
Forest Wolfe	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

245 Park Avenue 26 Th Floor
New York, NY, 10167