Form D · Other Investment Fund
AGTB BDC Holdings, L.P.
New York, NY · CIK 0001944208
Offering snapshot reported Aug 29, 2022 · SEC filing
- Reported sold
- $156M Indefinite offering
- Investors reported
- 2 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Aug 12, 2022 As reported in this filing
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 |
|---|---|---|---|---|---|
| Aug 29, 2022 | Initial | $156,025,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-457227
Source: Form D, filed Aug 29, 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
AGTB BDC HOLDINGS, L.P.
Investment adviser: ANGELO, GORDON & CO., L.P.
- Gross asset value
- $232M
- Beneficial owners
- 7
- ADV minimum commitment
- $1M
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
BANK OF AMERICA, NATIONAL ASSOCIATION
LEI B4TYDEB6GKMZO031MB27
Filing source
Form ADV 2110116 · Aug 24, 2026 · Schedule D 7.B.(1), fund 805-3629896606
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 |
|---|---|
| Josh Baumgarten | Executive |
| Christopher Moore | Executive |
| Adam Schwartz | Executive |
| Frank Stadelmaier | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:New York, NY, 10167