AltStreet
EDGAR Verified
Primary Source · SEC.gov

AG Direct Lending Fund V, L.P.

CIK 0001927555Fund Vehicle2026 vintage506(b), 3(c)

Raised

$779M

Investors

285

Min Invest

$5,000,000

AltStreet Analysis

·

Generated from EDGAR primary sources

AG Direct Lending Fund V, L.P. is a Delaware-domiciled private credit fund that has raised $779.0M from 285 investors under Rule 506(b) and Section 3(c) exemptions, with a $5.0M minimum investment. This amended filing discloses a substantial institutional vehicle managed through AG Direct Lending Fund V GP, LLC, with eight named executive officers including Adam Schwartz, Frank Stadelmaier, and Christopher Moore.

This private credit fund operates at the institutional tier with a $5.0M minimum investment, consistent with established direct lending platforms targeting qualified purchasers. The 506(b) exemption combined with 3(c) status is standard for institutional credit funds avoiding general solicitation, and the $779M raise across 285 investors reflects a diversified institutional and qualified purchaser base typical of upper-mid-market direct lending vehicles.

Data Flags

related_personsEight executive officers named for a single fund vehicle, significantly above the typical 2-4 officers, suggesting a large management organization or multi-functional oversight structure
total_investors285 investors with $5.0M minimum suggests average commitment of approximately $2.73M, materially below the stated minimum, indicating many investors committed at or near the minimum threshold

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001927555
Entity NameAG Direct Lending Fund V, L.P.
Exemption506(b), 3(c)
First Sale Date—
Filing DateMay 19, 2026
Accession Number0001927555-26-000001
Total Amount Sold$779M
Total Investors285
Minimum Investment$5,000,000
Securities TypePooled Investment Fund, Other
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

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

Adam Schwartz

Executive Officer · New York, NY

Frank Stadelmaier

Executive Officer · New York, NY

Christopher Moore

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 Direct Lending Fund V GP, LLC

Executive Officer, Director, Promoter · New York, NY

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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.