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
Key Considerations in Forming Private Funds
This article discusses certain legal and regulatory considerations for investment advisers in sponsoring and advising private funds.
June 12, 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
March 2023 Sample Examination Letter – DC – Adviser, Separately Managed Accounts, Private Funds (1)
This is a sample SEC examination letter from March 2023 from the DC Office regarding investment advisers, private funds, and separately managed accounts.
March 17, 2023
March 2023 Sample Examination Letter – DC – Adviser, Separately Managed Accounts, Private Funds (2)
This is a sample SEC examination letter from March 2023 from the DC Office regarding investment advisers, private funds, and separately managed accounts.
March 14, 2023