Performance Based Fees

Narrative, structural complexities invariably hid higher fees, academics find

The order takes effect August 16, 2021. The definition of a qualified client moves to a net worth (together, in the case of a natural ...

The Commission is announcing that it intends to hike the two tests that make one a qualified client. The AUM test will be raised from ...

We intend to issue an order that would increase the dollar amount of the assets-under-management test from $1,000,000 to $1,100,000, and would increase the dollar ...

Applicants request an exemption from Section 205 and Rule 205-1 under the Advisers Act to the extent necessary to permit the Proposed Fulcrum Fee to ...

Private fund advisers struggle with conflicts of interest, fees and expenses and putting together the right P&Ps to mitigate the risk of material, non-public information ...

You’ve been put on notice: The SEC will soon hike to $2.1 million the net worth test defining a “qualified client.” This is important should ...

New guidance from the SEC's Division of Investment Management gives the nod to investment advisers that manage multiple special purpose vehicles under one roof to ...

Given that Dodd-Frank revised these thresholds, let's remind you again what they are:Qualified investor: holds at least $1M in AUM and maintains at least $2M ...

That Dodd-Frank inflation-adjusted definition of a "qualified investor" who can be charged performance fees by his adviser went into effect last summer but the SEC ...