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Primary Source · SEC.gov

AG Energy Credit Opportunities Fund, L.P.

Fund Vehicle2025 vintage506(b), 3(c)
Latest signalInvestors decreasedForm D/A · 2026-06-173 events: 2 stalled, 1 investors decreasedLast filing 2026-06-17

Raised

$105M

Investors

471

Min Invest

$5,000,000

AltStreet Analysis

·

Generated from EDGAR primary sources

AG Energy Credit Opportunities Fund, L.P. is a Delaware limited partnership that has raised $104.6M from 502 investors under Rule 506(b) and Section 3(c) exemptions, with a $5.0M minimum investment. This amended filing reports a private credit fund managed by AG Energy Credit Opportunities Fund GP, LLC, with eight named executive officers including Frank Stadelmaier, Christopher Moore, and Adam Schwartz.

This private credit fund operates in the energy credit sector with a $5.0M minimum investment, positioning it in the mid-tier institutional and qualified purchaser market. The 506(b) exemption with 502 investors and $104.6M raised suggests an average commitment of approximately $208K per investor, well below the stated minimum, indicating likely secondary closings or varying commitment structures typical of credit funds.

Data Flags

investor_count502 investors with $104.6M total raise yields an average investment of ~$208K, significantly below the stated $5.0M minimum; suggests multiple closings, different share classes, or data reporting inconsistency
generalEight executive officers listed for a single fund vehicle is unusually high; typical fund structures have 2-4 officers, suggesting a complex management structure or broader platform operation

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001640920
Entity NameAG Energy Credit Opportunities Fund, L.P.
ExemptionRule 506(b), Section 3(c), Section 3(c)(7)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(7) of the Investment Company Act: the fund is excluded from investment-company registration because every investor is a qualified purchaser, generally an individual with at least $5 million in investments or an institution with at least $25 million.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address245 Park Avenue, 26th Floor, New York, NY 10167
Phone(212) 692-2000
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Investment Company ActExcluded under Section 3(c)(7) (qualified purchasers only)
Securities TypePooled Investment Fund, Other
First Sale Date—
Filing DateJune 17, 2026
Accession Number0001640920-26-000001
Total Offering AmountIndefinite
Total Amount Sold$104,635,794
Total Investors471
Non-Accredited InvestorsNone
Minimum Investment$5,000,000
Offering DurationOne year or less
Sales Commissions$0 (to UBS Financial Services Inc.)
Finders' Fees$0
Revenue RangeDecline to Disclose
State (Issuer Address)NY
Amendment Count11 amendments filed

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

D/AJune 17, 2026D/AJune 17, 2025D/AJune 17, 2024D/AJune 20, 2023D/AJune 16, 2022D/AJune 17, 2021D/AJune 16, 2020D/AJune 14, 2019D/AJune 14, 2018D/AJune 23, 2017D/AJune 23, 2017D/AJune 23, 2016DJune 29, 2015

Capital Raise Timeline

12 Form D filings from Jun 29, 2015 to Jun 17, 2026, the latest a D/A.

Checking access…

In the Terminal

Filing events

3

latest Jun 17, 2026

Critical / warning

0 / 1

2 watch · 0 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

raising

Latest event Investors decrease · Jun 17, 2026

SEC.gov
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  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

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Regulatory Activity

Filing events on this entity detected by AltStreet's EDGAR monitoring.

Jun 2026Form D amendment
SEC.gov

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Frank Stadelmaier

Executive Officer · New York, NY

Christopher Moore

Executive Officer · New York, NY

Adam Schwartz

Executive Officer · New York, NY

Brian Sigman

Executive Officer · New York, NY

Jean-Baptiste Garcia

Executive Officer · New York, NY

Martin Davidson

Executive Officer · Fort Worth, TX

Joann Harris

Executive Officer · Fort Worth, TX

Steven Willmann

Executive Officer · Fort Worth, TX

N/A AG Energy Credit Opportunities Fund GP, LLC

Executive Officer, Director, Promoter · New York, NY

Placement Agents and Sales Compensation (Form D)

Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.

UBS Financial Services Inc.CRD 8174 on BrokerCheck

Associated broker-dealer: None · New York, NY · Soliciting in all states and outside the United States

Questions About AG Energy Credit Opportunities Fund, L.P.

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is AG Energy Credit Opportunities Fund, L.P.?

AG Energy Credit Opportunities Fund, L.P. is a Delaware limited partnership that filed a Form D with the SEC on June 17, 2026 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of pooled investment fund interests. AltStreet links the issuer to AG Energy Credit Opportunities Fund, L.P..

Is AG Energy Credit Opportunities Fund, L.P. legit?

AltStreet does not rate legitimacy; it reports the public record. AG Energy Credit Opportunities Fund, L.P. filed a Form D with the SEC on June 17, 2026 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $104,635,794 sold to 471 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to AG Energy Credit Opportunities Fund, L.P., which AltStreet has reviewed. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is AG Energy Credit Opportunities Fund, L.P. registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that AG Energy Credit Opportunities Fund, L.P. claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has AG Energy Credit Opportunities Fund, L.P. raised?

AG Energy Credit Opportunities Fund, L.P. reported $104,635,794 sold from 471 investors in an offering of indefinite size as of the Form D filed June 17, 2026.

Who can invest in AG Energy Credit Opportunities Fund, L.P.?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $5,000,000.

What is the minimum investment in AG Energy Credit Opportunities Fund, L.P.?

The Form D lists $5,000,000 as the minimum investment accepted from any outside investor as of June 17, 2026. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling AG Energy Credit Opportunities Fund, L.P. and how are they paid?

The Form D names UBS Financial Services Inc. (CRD 8174), associated with None as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.

Who is behind AG Energy Credit Opportunities Fund, L.P.?

The Form D lists 9 related persons: Frank Stadelmaier, executive officer (Officer of the Issuer's General Partner); Christopher Moore, executive officer (Officer of the Issuer's General Partner); Adam Schwartz, executive officer (Officer of the Issuer's General Partner); Brian Sigman, executive officer (Officer of the Issuer's General Partner); Jean-Baptiste Garcia, executive officer (Officer of the Issuer's General Partner); Martin Davidson, executive officer (Officer of the Issuer's General Partner); Joann Harris, executive officer (Officer of the Issuer's General Partner); Steven Willmann, executive officer (Officer of the Issuer's General Partner), and 1 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is AG Energy Credit Opportunities Fund, L.P. located?

The issuer's address on its SEC filings is 245 Park Avenue, 26th Floor, New York, NY 10167. Its phone number of record is 212 692 2000. It is organized under the laws of Delaware.

How long is the AG Energy Credit Opportunities Fund, L.P. offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 11 amendments are on record for this CIK.

How large is AG Energy Credit Opportunities Fund, L.P.?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.