News & Analysis as of

Private Investment Funds

Goodwin

Texas Foreign Real Estate Ownership Restrictions in Effect

Goodwin on

On September 1, 2025, Texas implemented new restrictions on real estate ownership by certain foreign individuals and entities through Senate Bill (SB) 17, codified as Texas Property Code Subchapter H (Sections 5.251–5.259)....more

Morgan Lewis - ML Benefits

Latest Executive Order Could Redefine Retirement Investing

The US administration recently issued an executive order to expand access to alternative investments in ERISA-governed retirement accounts. The order titled Democratizing Access to Alternative Investments for America's...more

Mayer Brown Free Writings + Perspectives

White House Issues Executive Order Broadening Access to Permanent Capital Vehicles

On August 7, 2025, the White House issued an executive order intended to expand access to alternative assets through retirement plan vehicles.  The initiative reflects a broader regulatory shift toward facilitating retail...more

Goodwin

Further Reform for UK Private Fund Managers: The Government’s Road Map for Growth in Financial Services

Goodwin on

On 15 July 2025, Chancellor of the Exchequer Rachel Reeves delivered her Mansion House 2025 speech unveiling the Leeds Reforms, a programme for financial services reforms to drive investment and growth in the sector....more

Ropes & Gray LLP

Finding Alpha in Consumer

Ropes & Gray LLP on

As we move through 2025, the phrase “finding alpha” has become the mantra for private equity (PE) investors focused on the consumer sector. Confidence in the sector remains robust, but the narrative has shifted: it is no...more

Proskauer Rose LLP

SEC Eases Verification Burdens in Rule 506(c) Offerings

Proskauer Rose LLP on

The SEC’s Division of Corporation Finance recently issued an interpretive letter providing additional insight as to what constitutes “reasonable steps” to verify an investor’s accredited investor status under Rule 506(c) of...more

Morgan Lewis

New SEC Guidance Eases Burden in Rule 506(c) Accredited Investor Verification Requirements

Morgan Lewis on

SEC staff issued no-action guidance on Rule 506(c) of Regulation D private securities offerings on March 12, 2025, which should provide issuers with an easier path to rely on Rule 506(c) and solicit and advertise their...more

Seward & Kissel LLP

Seward & Kissel Releases Business Transactions Group 2024 Year in Review

Seward & Kissel LLP on

2024 started a bit slow for the M&A market but came on strong in the second half. Seward & Kissel’s clients engaged in a wide variety of transactions around the globe involving interesting businesses in diverse industries....more

Goodwin

Where Do Private Funds Draw the Line on Recycling?

Goodwin on

Private fund managers “recycle” capital — i.e., reinvest capital that would otherwise be returned to investors or to recall distributions already made — to maximize their investment capacity. ...more

Carey Olsen

Funds in the British Virgin Islands

Carey Olsen on

The British Virgin Islands (“BVI”) is a long-standing jurisdiction of choice for the incorporation of investment funds. This is due to the familiarity and stability of the BVI’s English common law based legal system, tax...more

Proskauer - Private Market Talks Podcast

[Podcast] Private Market Talks: Exploring APAC’s Private Credit Frontier with ADM Capital’s Chris Botsford

The Asia-Pacific private credit market has doubled in the past five years, presenting growing and intriguing opportunities for credit investors. Despite its growth, the APAC region remains a complex, diverse and often...more

Winstead PC

Trusts as Accredited Investors: Navigating Trusts and Private Market Investments

Winstead PC on

Investments in private markets are rapidly becoming an essential part of a well-rounded investment portfolio, especially for ultra-high-net-worth individuals and families. According to Ernst & Young, the assets under...more

Cadwalader, Wickersham & Taft LLP

Navigating Transfers January 2025 - Investor Transfers: Lender Considerations in an Everchanging Fund Finance Market

Although transfers by investors of their interests in a fund have always been a feature of subscription / capital call facilities, as of late, there has been a palpable uptick in investor transfers and this trend is set to...more

Foley & Lardner LLP

SEC Enforcement Action – Failure to File Forms D

Foley & Lardner LLP on

Share on Twitter Print Share by Email Share Back to top On December 20, 2024, the U.S. Securities and Exchange Commission (SEC) announced that it settled charges issued against one registered investment adviser and two...more

Walkers

The Guernsey Private Investment Funds Regime

Walkers on

Guernsey's latest fund regulatory regime is the private investment fund (PIF) regime - The PIF Rules provide appropriate funds with a fast-tracked, proportionate and "light touch" regulatory regime...more

Walkers

Jersey Private Fund Regime - Key Requirements and Eligibility

Walkers on

A JPF is a private fund product which is lightly regulated - A JPF can be established in various forms...more

Walkers

A Guide to Guernsey Investment Funds

Walkers on

Guernsey has long been one of the world's premier jurisdictions for investment funds - There are a number of advantages for using Guernsey as a jurisdiction, including the wide variety of company and limited partnership...more

Latham & Watkins LLP

The Stars Align - FCA’s PISCES Proposals to Build on Private Market Practices

Latham & Watkins LLP on

The FCA is approaching its design of the world’s first regulated private/public crossover market with a “private plus” rather than a “public minus” mindset. On 17 December 2024, the FCA launched a consultation on its...more

Carey Olsen

British Virgin Islands comparison of open-ended funds

Carey Olsen on

In this guide we compare the five types of open-ended funds in the British Virgin Islands (the “BVI”), being private funds, professional funds, public funds, incubator funds and approved funds (this guide does not cover...more

Paul Hastings LLP

The U.K. Budget: Eye Openers and Opportunities

Paul Hastings LLP on

On 30 October 2024, the Labour Government delivered their first Budget since taking office. A wide range of changes were announced to taxation and public spending, and the team in the London office of Paul Hastings have...more

Procopio, Cory, Hargreaves & Savitch LLP

What to Expect from the SEC’s Examination Focus in 2025

Investment advisers, broker-dealers, fund managers and other financial professionals could be impacted in 2025 by the U.S. Securities and Exchange Commission’s (SEC) continued focus on upcoming examinations, presenting a...more

Carey Olsen

British Virgin Islands investment funds - autumn 2024 update

Carey Olsen on

Our investment funds team outline the latest developments within the investment funds market in the British Virgin Islands ("BVI"), including the funds statistics from the British Virgin Islands Financial Services Commission...more

Baker Botts L.L.P.

Developing IP Issues in Energy Technology and Renewables

Baker Botts L.L.P. on

In 2023, global investments in energy transition projects surged to approximately $1.7 trillion. This unprecedented investment level underscores the transformative shift toward cleaner energy sources and technologies....more

Troutman Pepper Locke

More Than $1.24B in SBA Debenture Leverage Priced at 4.38%

Troutman Pepper Locke on

Licensed by the U.S. Small Business Administration (SBA) under the Small Business Investment Act of 1958, a small business investment company (SBIC) represents a privately owned and operated investment fund that makes...more

Bradley Arant Boult Cummings LLP

Back to School for Minority Investors: Study Guide for Private Company Investing

Private company investing is inherently risky, but these risks can be mitigated if investors take proactive steps before making this type of investment. This due diligence action plan for potential investors includes the...more

235 Results
 / 
View per page
Page: of 10

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide