A new SEC rule requires investment advisers with at least $150 million in private fund assets under management to periodically file Form PF. Large private fund advisers are required to file more frequently and to provide more detailed information than small private fund advisers. Most private advisers must begin filing December 15, 2012. Private advisers with $5 billion or more in private fund assets must begin filing June 15, 2012.
Source: SEC Release 2011-226
This alert applies to the Series 65, 66, 24, 62, and 82.