News & Analysis as of

Hedge Funds Proposed Amendments Reporting Requirements

McDermott Will & Emery

CA Senate amends AB 1415 to reinsert MSO reporting requirements

On June 27, 2025, the California Senate amended Assembly Bill (AB) 1415 to add back in a reporting requirement for management services organizations (MSOs) undergoing a sale of a material amount of assets or change of...more

Lowenstein Sandler LLP

SEC Adopts Amendments to Form PF for Registered Investment Advisers to Private Funds

Lowenstein Sandler LLP on

On May 3, 2023, the U.S. Securities and Exchange Commission (“SEC”) adopted amendments to Form PF, the confidential form by which certain SEC-registered investment advisers report information pertaining to the private funds...more

Hogan Lovells

Joint SEC-CFTC proposal would overhaul Form PF reporting

Hogan Lovells on

The U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) proposed joint amendments to Form PF, a confidential reporting form required of certain SEC-registered investment advisers...more

Eversheds Sutherland (US) LLP

SEC proposes amendments to Form PF

On January 26, 2022, the US Securities and Exchange Commission (SEC) proposed amendments to Form PF, the confidential reporting form for certain SEC-registered investment advisers to private funds (the Proposal). The Proposal...more

Polsinelli

SEC Proposes Amendments to Form PF to Drastically Expand Reporting Requirements for Private Fund Managers

Polsinelli on

On January 26, 2022, the Securities and Exchange Commission (the “SEC”) approved a proposal to amend Form Private Fund (“Form PF”) to (i) require additional reporting from advisers to large hedge funds and private equity...more

Alston & Bird

SEC Proposes Amendments to Enhance Private Fund Reporting

Alston & Bird on

Private equity funds could find themselves with much greater logistical reporting burdens if the Securities and Exchange Commission’s proposed amendments to Form PF are finalized. Our Securities Group and Investment...more

Goodwin

How the Proposed Amendments to Form PF Would Affect Private Fund Sponsors

Goodwin on

On January 27th, the U.S. Securities and Exchange Commission (the “SEC”) proposed amendments to the Form PF that would (i) introduce new “current reports” for (a) “large hedge fund advisers” with respect to “qualifying hedge...more

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