---
title: "AG Direct Lending Fund IV Annex, L.P. SEC filings"
url: https://altstreet.investments/edgar/1895667
kind: edgar-entity
updated: 2026-08-05
publisher: AltStreet (https://altstreet.investments)
license: Public factual pages may be read, quoted and cited with attribution and a link. Bulk redistribution is not permitted.
---

# AG Direct Lending Fund IV Annex, L.P.: SEC filings and what they report

AG Direct Lending Fund IV Annex, L.P. is a Delaware pooled investment fund that has raised $226.3M from 122 investors under Regulation D exemptions 506(b) and 3(c), with a $5.0M minimum investment. This amended filing was submitted December 2025 by a management team including eight executive officers led by GP entity AG Direct Lending Fund IV Annex GP, LLC. First sale date was not disclosed.

| Field | Value |
| --- | --- |
| Entity | AG Direct Lending Fund IV Annex, L.P. |
| CIK | 1895667 |
| Filing family | 506(b), 3(c) |
| Entity type | fund vehicle |
| Manager (as filed) | AG Direct Lending |
| Newest fact-bearing filing | December 5, 2025, accession 0001895667-25-000002 |
| Total sold (as reported) | $226,250,000 |
| Investors (as reported) | 122 |
| Minimum investment (as filed) | $5,000,000 |
| Vintage | 2025 |

## Related persons (Form D Item 3)

| Name | Relationship |
| --- | --- |
| Frank Stadelmaier | Executive Officer |
| Adam Schwartz | Executive Officer |
| Christopher Moore | Executive Officer |
| Brian Sigman | Executive Officer |
| Jean-Baptiste Garcia | Executive Officer |
| Martin Davidson | Executive Officer |
| Joann Harris | Executive Officer |
| Steven Willmann | Executive Officer |
| N/A AG Direct Lending Fund IV Annex GP, LLC | Executive Officer, Director, Promoter |


## Filings (5 on record, newest first)

| Date | Form | Family | SEC link |
| --- | --- | --- | --- |
| December 5, 2025 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1895667/000189566725000002/ |
| December 6, 2024 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1895667/000189566724000001/ |
| December 5, 2023 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1895667/000189566723000001/ |
| December 5, 2022 | D/A | Form D | https://www.sec.gov/Archives/edgar/data/1895667/000189566722000001/ |
| December 3, 2021 | D | Form D | https://www.sec.gov/Archives/edgar/data/1895667/000189566721000001/ |


## More

- Entity page (HTML, with events, parties and the platform record): https://altstreet.investments/edgar/1895667
- SEC EDGAR filing index: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001895667&owner=include&count=40
- Signal history, evidence passages and the entity graph are AltStreet Terminal features: https://altstreet.investments/terminal

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Source page: https://altstreet.investments/edgar/1895667
Machine index: https://altstreet.investments/llms.txt
AltStreet reads what platforms, funds and issuers file with the SEC and what they tell investors, and publishes the difference. Figures are as filed or as captured on the date stated; nothing here is investment advice.