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Adagio IV CLO Designated Activity Company

Securitized Asset FundFund ID 805-4839109757Ireland
Gross assets
$470M
Min. investment
$250K
Beneficial owners
17
Size rank
Top 17%
Audited
No
Structure
Standalone

About this fund

Adagio IV CLO Designated Activity Company is a securitized asset fund managed by Axa Investment Managers US Inc. The fund reports $470 million in gross assets, placing it among the top 17% of private funds by size. The stated minimum investment is $250,000. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-4839109757
Fund typeSecuritized Asset Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditNo
Prepared per GAAPNo
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
St. Bernard Opportunity Fund I, Ltd.Hedge$1.1B
Allegro CLO XIII, LtdSecuritized Asset$500.4M
Allegro CLO XVII LtdSecuritized Asset$500.3M
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Frequently asked questions

How large is Adagio IV CLO Designated Activity Company?

Adagio IV CLO Designated Activity Company reports $470 million in gross assets, among the top 17% of private funds by size.

What is the minimum investment for Adagio IV CLO Designated Activity Company?

The stated minimum investment is $250,000.

Who manages Adagio IV CLO Designated Activity Company?

Adagio IV CLO Designated Activity Company is managed by Axa Investment Managers US Inc.

Does Adagio IV CLO Designated Activity Company disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Custodian
Administrator
Auditor
None reported
Marketer

Reported gross assets

$470M▲ 6%
Jan '25 — $441.4MFeb '25 — $441.4MMar '25 — $399.7MApr '25 — $399.7MMay '25 — $399.7MJun '25 — $399.7MJul '25 — $399.7MAug '25 — $399.7MSep '25 — $399.7MOct '25 — $399.7MNov '25 — $399.7MDec '25 — $399.7MJan '26 — $399.7MFeb '26 — $399.7MMar '26 — $470MApr '26 — $470MMay '26 — $470MJun '26 — $470M
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 17%
Larger than 83% of 67,041 private funds
Gross assets vs Securitized Asset FundsTop 35%
Larger than 65% of 3,533 securitized asset funds
Minimum investmentTop 56%
Higher than 44% of funds reporting a minimum

Investor base

Adviser & related persons21%
Funds of funds%
Non-U.S. persons16%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.