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SEC Raises The Dollar Threshold For Qualified Clients

What You Need To Know: Effective August 16, 2021, the Assets-Under-Management Test will increase to $1.1 million, and the Net Worth Test will increase to $2.2 million. On June 17, 2021, the U.S. Securities and...more

Six Reasons To Start Your Own Investment Management Firm And Six Factors To Consider Before You Do

The decision to embark on an entrepreneurial journey, especially in the hyper-competitive investment management industry, can be an overwhelming one. It is almost impossible to make all the right choices when starting your...more

Delaware Supreme Court Clarifies Limited Partner Rights To Books And Records: The Decision Will Have A Meaningful Impact On All...

What You Need To Know:- •For managers preparing documents for their first Delaware fund, the limited partnership agreement of the fund should expressly require that any materials requested in connection with a books and...more

OCIE Risk Alert: Key Takeaways And Practical Applications For Hedge Fund Managers

The Securities and Exchange Commission’s Office of Compliance Inspections and Examinations (OCIE) issued a risk alert entitled Observations from Examinations of Investment Advisers Managing Private Funds (the “Alert”). The...more

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