Form PF poses challenges for registered private fund managers. It also poses an additional upfront challenge for certain real estate private fund managers to avoid triggering the need to file.
Watch a recording of this webinar to learn more about completing your Form PF or complying with the limited exemptions from filing.
The discussion covers:
- Special issues you should consider in completing certain sections
- Whether and how to utilize the miscellaneous section
- Connecting the dots between this filing and your other SEC filings and disclosures: the ADV and PPM
- Understanding how the SEC and other regulators are expected to utilize the information you provide in the form for your exam and other fund regulatory changes