Author Archive

Seward & Kissel’s 2023 New Manager Hedge Fund Study

April 16, 2024

Seward & Kissel’s 2023 New Manager Hedge Fund Study evaluates newly formed hedge funds sponsored by new U.S.-based managers entering the market. Download PDF…

Hedge Fund Association Q&A with Anthony Scaramucci

April 15, 2024

Each year the HFA president Mitch Ackles catches up with Anthony Scaramucci. Watch our latest video about SALT iConnections New York, his views on the upcoming US election, and much more. Learn more…

New SEC Rule Narrows Internet Adviser Exemption

April 11, 2024

FORVIS: Learn about changes in the SEC’s final rule modernizing the internet investment advisers exemption. Read more…

New Cyber Rules for Investment Funds & Advisers in 2024?

March 6, 2024

FORVIS: Given the growing risk of cybersecurity threats, the SEC issued a proposal on February 9, 2022 that would create new rules to enhance cybersecurity preparedness and improve the resilience of investment companies and advisers against attacks. Read more…

SEC Finalizes Second Set of Form PF Updates

February 22, 2024

FORVIS: On February 8, 2024, the SEC and the Commodity Futures Trading Commission jointly adopted a second set of Form PF amendments that covers private funds, commodity pool operators, and commodity trading advisors. Read more…

TaxCred PRO™ for Clean Energy

February 8, 2024

FORVIS: The Inflation Reduction Act (IRA) contains many clean energy tax provisions, each with nuances that impact what you may qualify for and how much benefit you or your business can potentially receive. Avoid spending significant time researching every aspect of the IRA, and get started with TaxCred PRO for Clean Energy from FORVIS. Read more…

Citrin Cooperman Increases Florida Presence with Acquisition of Keefe McCullough

February 7, 2024

New York-based IPA 100 firm Citrin Cooperman has announced the acquisition of Keefe McCullough & Co. of Fort Lauderdale, Fla., a full-service tax, attest and business advisory firm, effective Feb. 1, 2024. Read more…

2024 SEC Outlook – Funds & Asset Managers

February 1, 2024

FORVIS: 2024 SEC Outlook – Funds & Asset Managers

This article highlights newly effective regulation and provides an overview of final rules issued last year, along with updates on significant outstanding proposals. Read on to learn about key regulatory updates that may affect asset managers and funds in the current reporting period. Read more…

FORVIS: 2024 SEC Outlook

February 1, 2024

FORVIS: 2024 SEC Outlook

Asset managers and funds face a tidal wave of new regulation in 2024 and beyond. This article highlights newly effective regulation and provides an overview of final rules issued last year, along with updates on significant outstanding proposals. Read more…

SEC Finalizes Extensive Private Fund Reforms

September 8, 2023

FORVIS: On August 23, 2023, the SEC approved—in a three-to-two vote along party lines—a 660-page final rule that significantly expands oversight, disclosure, and audit requirements for private funds. Only minor changes were made from the February 2022 proposal. Read more…