Form D · Private Equity Fund

AG Realty Fund IX, L.P.

New York, NY · CIK 0001620910

Offering snapshot reported Nov 18, 2025 · SEC filing

Reported sold
$1.15B
Indefinite offering
Investors reported
84
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Dec 8, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$576M$1.15BDec 11, 2014: $76,150,000.00Dec 11, 2014Dec 3, 2015: $420,854,425.00Dec 2, 2016: $302,916,234.00Nov 29, 2017: $765,000,000.00Nov 27, 2018: $765,049,432.00Nov 29, 2019: $765,049,432.00Nov 27, 2020: $765,049,432.00Nov 19, 2021: $765,049,432.00Nov 18, 2022: $765,049,432.00Nov 17, 2023: $765,049,432.00Nov 18, 2024: $765,049,432.00Nov 18, 2025: $1,152,838,740.00Nov 18, 2025

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$765,049,432 → $1,152,838,740
  • Reported investors79 → 84

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 18, 2025Amendment$1,152,838,740$387,789,308vs Nov 18, 202484SEC filing
Nov 18, 2024Amendment$765,049,432$0vs Nov 17, 202379SEC filing
Nov 17, 2023Amendment$765,049,432$0vs Nov 18, 202279SEC filing
Nov 18, 2022Amendment$765,049,432$0vs Nov 19, 202179SEC filing
Nov 19, 2021Amendment$765,049,432$0vs Nov 27, 202079SEC filing
Nov 27, 2020Amendment$765,049,432$0vs Nov 29, 201979SEC filing
Nov 29, 2019Amendment$765,049,432$0vs Nov 27, 201880SEC filing
Nov 27, 2018Amendment$765,049,432$49,432vs Nov 29, 201780SEC filing
Nov 29, 2017Amendment$765,000,000$462,083,766vs Dec 2, 201680SEC filing
Dec 2, 2016Amendment$302,916,234-$117,938,191vs Dec 3, 201581SEC filing
Dec 3, 2015Amendment$420,854,425$344,704,425vs Dec 11, 201460SEC filing
Dec 11, 2014Initial$76,150,000No comparison23SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0
Form D file number
021-229944
Limited Partnership Interests

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Park Hill Group LLC135898

Source: Form D, filed Nov 18, 2025. 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 REALTY FUND IX, L.P.

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

Gross asset value
$156M
Beneficial owners
80
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 CITIZENS BANK, NATIONAL ASSOCIATION PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, NATIONAL ASSOCIATION COLUMBUS, Ohio, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 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

CITIZENS BANK, NATIONAL ASSOCIATION
LEI DRMSV1Q0EKMEXLAU1P80

JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
LEI 7H6GLXDRUGQFU57RNE97

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEI 8NAV47T0Y26Q87Y0QP81

WELLS FARGO BANK, NATIONAL ASSOCIATION
LEI KB1H1DSPRFMYMCUFXT09

Filing source

Form ADV 2110116 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-9574008312

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 Agr Ix Llc Director, Executive, Promoter
John M. Angelo Executive
Josh Baumgarten Executive
Martin Davidson Executive
Thomas Fuller Executive
Jean Baptiste Garcia Executive
Michael L. Gordon Executive
Joann Harris Executive
Wilson Leung Executive
Jonathan Lieberman Executive
Christopher Moore Executive
Arthur Peponis Executive
David Roberts Executive
Lawrence Schloss Executive
Adam Schwartz Executive
Brian Sigman Executive
Frank Stadelmaier Executive
Joseph Wekselblatt Executive
Kirk Wickman Executive
Steven Willmann 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