Fund family · SEC Form D record
Bregal Sagemount funds
Bregal Sagemount has 8 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2017 to 2025. The newest is Bregal Sagemount V-B L.P., first filed Dec 12, 2025. The adviser of record on Form ADV Schedule D is Bregal Investments, INC..
- Vehicles
- 8
- Numbered generations
- 4
- First filing
- 2017
- Latest filing
- Dec 12, 2025
Adviser of record (Form ADV Schedule D) Bregal Investments, INC. (CRD 285006)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund V
2 vehicles · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Bregal Sagemount V-B L.P.CIK 2099911 | B | First sale yet to occur | EDGAR | ||
| Bregal Sagemount V-A L.P.CIK 2099917 | A | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IV
2 vehicles · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Bregal Sagemount IV-A L.P.CIK 1927676 | A | First sale yet to occur | EDGAR | ||
| Bregal Sagemount IV-B L.P.CIK 1927677 | B | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
2 vehicles · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Bregal Sagemount III-B L.P.CIK 1794405 | B | First sale yet to occur | EDGAR | ||
| Bregal Sagemount III-A L.P.CIK 1794481 | A | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
2 vehicles · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Bregal Sagemount II-A L.P.CIK 1698555 | A | No amendment after 13 months | EDGAR | ||
| Bregal Sagemount II-B L.P.CIK 1698565 | B | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Bregal Sagemount funds
- How many Bregal Sagemount funds are there?
- The SEC Form D record shows 8 vehicles in 4 numbered generations, the earliest filed Feb 22, 2017 and the latest filing on Dec 12, 2025. By generation: Fund V (2 vehicles, first filed Dec 12, 2025); Fund IV (2 vehicles, first filed May 16, 2022); Fund III (2 vehicles, first filed Nov 18, 2019); Fund II (2 vehicles, first filed Feb 22, 2017).
- What is the latest Bregal Sagemount fund?
- Bregal Sagemount V-B L.P., which first filed a Form D on Dec 12, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Bregal Sagemount funds?
- Bregal Investments, INC. (RIA, CRD 285006), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Bregal Sagemount funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.