Client alert on private fund adviser performance under the marketing rule. By Stephanie Thomas, Aaron Russ, and Jeffrey Lau of Morrison Foerster.
October 31, 2023
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Navigating the SEC’s New Private Fund Rules
A summary of new private fund adviser rules, by Adam Kanter, Tram Nguyen, et al. of Mayer Brown.
October 30, 2023
Kirkland & Ellis – Private Funds Rule: Implementation Considerations and Key Takeaways
Kirkland & Ellis presentation on the new private fund adviser rules.
October 30, 2023
SEC Adopts Form PF Amendments to Require New Current and Quarterly Reporting
The summary discusses amendments to Form PF adopted by the in May 2023 for new current reporting (new Sections 5 and 6) and amended large private equity fund reporting (Section 4).
June 28, 2023
Form PF Amendments: IAA Form PF Working Group Presentation
IAA slide deck describing new Form PF amendments adopted by the SEC on May 3, 2023, that require: (i) Current Reporting for Large Hedge Fund Advisers; (ii) Quarterly Reporting for All Private Equity Fund Advisers; and (iii) Amended Annual Large Private Equity Fund Advisers.
May 17, 2023
IAA Letter to SEC on Private Fund Advisers Proposal
The IAA opposes the proposed private fund adviser prohibited activities and the preferential treatment rules. We offer reasonable alternatives to increase transparency and address investor protection concerns that do not depart from the principles-based approach to the Advisers Act. We also oppose retroactive application of the rules
April 25, 2022
IAA Comment Letter on Proposed Amendments to Form PF
The IAA recommends that the SEC reconsider its proposal to require current reporting of events on Form PF, amend proposed triggering events, and refrain from defining “digital assets.”
March 21, 2022
IAA, Joint Trades Letter Requesting Extension of Comment Period for Private Fund, Form PF Proposals
The IAA and other trade associations urge the SEC to extend the comment period for the Private Fund Advisers and Form PF proposals.
March 01, 2022