Nick Curley

Nick Curley

Winstead PC

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Trusts as Qualified Clients: Understanding the Qualified Client Threshold for Trusts Investing in Private Securities - March 2025

This article is the second of a three-part series discussing trusts in the context of certain common investor thresholds for investment in private securities. This article will examine trusts as “qualified clients” under the...more

3/10/2025  /  Asset Management , Fund Managers , Investment Adviser , Investment Advisers Act of 1940 , Private Equity , Private Funds , Securities and Exchange Commission (SEC) , Securities Exchange Act , Securities Regulation , Trusts

Trusts as Qualified Clients: Understanding the Qualified Client Threshold for Trusts Investing in Private Securities

This article is the second of a three-part series discussing trusts in the context of certain common investor thresholds for investment in private securities. This article will examine trusts as “qualified clients” under the...more

1/20/2025  /  Investment Adviser , Investment Advisers Act of 1940 , Investment Management , Private Equity , Private Funds , Securities and Exchange Commission (SEC) , Trusts
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