AUMdb

Agtb Fund Manager, Llc

SEC-registered Investment Adviser · Mid-sized ($1B–$10B) CRD 318665 · SEC file 801-123304 · New York, NY · WWW.FACEBOOK.COM
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
$4.5B
Discretionary
$4.5B
Clients
1
Avg AUM / client
$4.5B
Accounts
1
Employees
239

AUM over time

$877M $4.5B
Dec 2022 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Business development companies 1 $4.5B 100.0%

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Clark, Trevor, Jerome Chief Executive Officer & President Jan 2022 (5y) Less than 5%
Walters, Terrence, Joshua Chief Financial Officer & Treasurer Jan 2022 (5y) Less than 5%
Neslin, Jenny General Counsel Secretary & Chief Compliance Officer Oct 2023 (3y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Angelo, Gordon & Co., L.P. Sole Member Jan 2022 A 75% or more
Tpg Operating Group Ii, L.P. Managing Member Nov 2023 A 75% or more
Tpg Operating Group Ii, L.P. Managing Member Nov 2023 B 75% or more of Ag Gp Llc (indirect)
Tpg New Holdings, Llc Limited Partner Jan 2022 B ≈ 28.13% – 75% via Tpg Group Holdings (Sbs) L.P.
Tpg Partner Holdings, L.P. Shareholder Jan 2022 B ≈ 21.09% – 75% via Tpg New Holdings, Llc
Tpg Group Holdings (Sbs) L.P. Limited Partner Jan 2022 B ≈ 37.5% – 75% via Tpg Operating Group Ii, L.P.
Ag Gp Llc General Partner Mar 2021 B GP / trustee / elected manager of Angelo, Gordon & Co., L.P. (indirect)

Estimated effective ownership (look-through of filed bands):

  • Tpg New Holdings, Llc: 75% – 100% of Tpg Group Holdings (Sbs) L.P. × 50% – 75% of Tpg Operating Group Ii, L.P. × 75% – 100% direct ≈ 28.13% – 75% of the firm
  • Tpg Partner Holdings, L.P.: 75% – 100% of Tpg New Holdings, Llc × 75% – 100% of Tpg Group Holdings (Sbs) L.P. × 50% – 75% of Tpg Operating Group Ii, L.P. × 75% – 100% direct ≈ 21.09% – 75% of the firm
  • Tpg Group Holdings (Sbs) L.P.: 50% – 75% of Tpg Operating Group Ii, L.P. × 75% – 100% direct ≈ 37.5% – 75% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 18.4 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for investment companies

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.

View current Form ADV (SEC/IAPD) ↗