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AG DLI Investments IV Annex (unlevered), L.P.

Private Equity FundFund ID 805-7500149445Delaware, United States
Gross assets
$252.4M
Min. investment
$5M
Beneficial owners
5
Size rank
Top 28%
Audited
Yes
Structure
Master

About this fund

AG DLI Investments IV Annex (unlevered), L.P. is a private equity fund managed by Angelo, Gordon & Co., L.P.. The fund reports $252.4 million in gross assets, placing it among the top 28% of private funds by size. The stated minimum investment is $5 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-7500149445
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundYes
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

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Frequently asked questions

How large is AG DLI Investments IV Annex (unlevered), L.P.?

AG DLI Investments IV Annex (unlevered), L.P. reports $252.4 million in gross assets, among the top 28% of private funds by size.

What is the minimum investment for AG DLI Investments IV Annex (unlevered), L.P.?

The stated minimum investment is $5 million.

Who manages AG DLI Investments IV Annex (unlevered), L.P.?

AG DLI Investments IV Annex (unlevered), L.P. is managed by Angelo, Gordon & Co., L.P.

Does AG DLI Investments IV Annex (unlevered), L.P. 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

Reported gross assets

$252.4M▼ 24%
Feb '25 — $329.9MMar '25 — $372.6MApr '25 — $372.6MMay '25 — $372.6MJun '25 — $372.6MJul '25 — $372.6MAug '25 — $372.6MSep '25 — $372.6MOct '25 — $372.6MNov '25 — $372.6MDec '25 — $372.6MJan '26 — $372.6MFeb '26 — $372.6MMar '26 — $252.4MApr '26 — $252.4MMay '26 — $252.4MJun '26 — $252.4M
Feb '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 28%
Larger than 72% of 67,041 private funds
Gross assets vs Private Equity FundsTop 23%
Larger than 77% of 31,066 private equity funds
Minimum investmentTop 17%
Higher than 83% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds37%
Non-U.S. persons1%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.