Tag Archives: qualified client

Inflation Adjustment Raises the Bar: SEC Proposes Higher “Qualified Client” Thresholds for Performance Fees

Executive Summary The Securities and Exchange Commission has issued an SEC Release updating the “qualified client” thresholds under Rule 205-3 of the Investment Advisers Act,  increasing both the assets under … Continue reading Inflation Adjustment Raises the Bar: SEC Proposes Higher “Qualified Client” Thresholds for Performance Fees