US Securities and Exchange Commission (SEC) Private Funds
A firm that claims compliance with the GIPS standards is required to comply with all applicable laws and regulations regarding the calculation and presentation of performance. Although the Fifth Circuit vacated the Private Fund Adviser Rules in June 2024, many firms are looking at these Rules to enhance client reporting. We are developing resources to help firms do so.
Webinars
The following webinars were created to help firms understand the now vacated US SEC Private Fund Adviser Rules and to determine next steps.
- First Steps in Preparing for the SEC Private Fund Adviser Quarterly Statement Rule - Webinar Recording
- First Steps in Preparing for the SEC Private Fund Adviser Quarterly Statement Rule - Webinar Slides (PDF)
- Private Fund Adviser Rules Were Vacated - What Now? - Webinar Recording
- Private Fund Adviser Rules Were Vacated - What Now? - Webinar Slides (PDF)