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PF Compliance Toolbox

The SEC’s Asset Management Advisory Committee met March 19, and its private funds subcommittee is taking a hard look at debt and real estate investments. ...
The fine folks at DCALTA have published a new white paper, laying out 11 guidelines for daily valuations. Association President Jonathan Epstein says that valuations ...
A CCO peer shares with RCW the firm's expense allocation P&P
New York’s public pension fund made the two largest private real estate investments last year, a new analysis by sister publication PERE finds. The New ...
The fine folks at ILPA have published a new model for private fund non-disclosure agreements. ILPA’s Chris Hayes says he and his colleagues are “hopeful” ...
The SEC has taken its first, tentative steps to opening up private funds to retail investors. There’s still a long way to go, but just ...
This guide was designed to help private fund advisers with their annual review. It comes courtesy of Karen Huey of Professional Compliance Assistance in Woodstock, ...
The Institutional Limited Partners Association has issued a comprehensive deal-by-deal model agreement in hopes of avoiding the kind of ongoing conflicts that have snared private ...
The SEC's Form PF
This is a recent exam letter received by an investment adviser that features private funds.
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