AltMountain

AGTB Private BDC

New York, NY · CIK 1913721
Status: no Form D since May 2022. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

AGTB Private BDC is a private investment fund based in New York. According to its most recent Form D, filed May 4, 2022, it has sold $282,800,000 of interests to 5 investors since its first sale in Apr 2022. The minimum investment it accepts from an outside investor is $1,000,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include James Hallene; Lance Ludwick; Jenny Neslin.

Total raised
$282,800,000Cumulative sales reported on Form D
Investors
5
First sale
Apr 19, 2022
Minimum investment
$1,000,000
Who can invest
Qualified purchasersSection 3(c)(7): generally $5M+ in investments
Offering exemption
Rule 506(b)No general advertising
Key people and entities
James Hallene; Lance Ludwick; Jenny Neslin
Latest Form D
May 4, 2022

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about AGTB Private BDC

What is the minimum investment for AGTB Private BDC?

According to its latest Form D, filed May 4, 2022, the minimum investment AGTB Private BDC accepts from an outside investor is $1,000,000.

Who can invest in AGTB Private BDC?

AGTB Private BDC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.

How much has AGTB Private BDC raised?

AGTB Private BDC reports $282,800,000 sold from 5 investors on its Form D filed May 4, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is AGTB Private BDC based?

AGTB Private BDC is based in New York.

When did AGTB Private BDC launch?

AGTB Private BDC reports its first sale in Apr 2022.

Size compared with every private investment fund

Raised more than 82% of the 2,818 private investment funds based in , and more than 83% of all 10,248 that report sales.

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