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You must file Form PF electronically through the Form PF filing system on the Investment Adviser. Registration Depository website (www.iard.com), which contains ...
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The staff of the Division of Investment Management has prepared the following responses to questions related to Form PF and expects to update this document ...
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May 12, 2023 · Advisers with US$2 billion or more of private equity fund assets under management must disclose a range of new information in their annual ...
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Executive Summary On May 3, 2023, the SEC adopted amendments to Form PF (available here) ( ... the reporting fund's investment strategy by ... Prior results do not ...
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Feb 14, 2023 · • File Form PF ... report prior political contributions. Prior ... relationship summary to a retail investor within 30 days upon the retail ...
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May 24, 2023 · Under the existing rules, investment advisers to private equity funds are required to file an annual update to their Form PF. The Form PF ...
Provide the following information regarding the reporting fund's restrictions on investor ... report on Form PF ... Structured products Pre-packaged investment ...
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Aug 3, 2023 · Form PF can apply if advisors (1)(a) are registered or required to register with the SEC as an investment adviser or (b) are registered or ...
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Jun 21, 2023 · The U.S. Securities and Exchange Commission (“Commission”) adopted amendments to Form PF (“Adopted Amendments”), the confidential reporting form ...
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Jun 12, 2023 · Table of Contents. I. Introduction. II. Discussion. A. Current Reporting for Large Hedge Fund Advisers to Qualifying Hedge Funds.