AG Direct Lending Fund IV Annex, L.P. — Form D

AG Direct Lending Fund IV Annex, L.P. of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2021-12-03. $99.1M was reported sold. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (12)

NameRoleLocation
Joann HarrisExecutive OfficerFort Worth, TX
MARTIN DAVIDSONExecutive OfficerFort Worth, TX
Adam SchwartzExecutive OfficerNew York, NY
Frank StadelmaierExecutive OfficerNew York, NY
Christopher MooreExecutive OfficerNew York, NY
Steven WillmannExecutive OfficerFort Worth, TX
Brian SigmanExecutive OfficerNew York, NY
Jean-Baptiste GarciaExecutive OfficerNew York, NY
N/A AG Direct Lending Fund IV Annex GP, LLCDirectorNew York, NY
N/A AG Direct Lending Fund IV Annex GP, LLCExecutive OfficerNew York, NY
N/A AG Direct Lending Fund IV Annex GP, LLCPromoterNew York, NY
Josh BaumgartenExecutive OfficerNew York, NY

Other filings by this issuer (4)

FiledFormOfferingSold
2025-12-05D/A$226.3M
2024-12-06D/A$226.3M
2023-12-05D/A$228.2M
2022-12-05D/A$226.0M

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