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
Based on member feedback, we are in the process of redesigning our Resource Library, as well as working on an improved search feature. In the meantime, if you need assistance finding a resource or would like to discuss an issue with a member of the legal team, please contact us at IAALegalTeam@investmentadviser.org.
Your Search Results
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
This article discusses certain U.S. reporting and compliance obligations for advisers and private funds.
March 21, 2023
IAA, Joint Trade Association Letter Requesting Extension of Comment Period for Form PF Proposal
The IAA and other trade associations urge the SEC and CFTC to extend the comment period for their joint Form PF proposal for private fund advisers.
September 14, 2022