On Jan. 26, 2022, the Securities and Exchange Commission (“SEC”) announced proposed changes to Form PF, the reporting form that certain SEC-registered investment advisers to private funds are required to submit on either an annual or quarterly basis. According to The Wall Street Journal, private fund assets have increased to $11.7 trillion in 2021 from $5.3 trillion in 2013, and the proposed amendments serve to increase the amount and timeliness of disclosures provided by the private funds required to file Form PF. Given the exclusive nature of private fund investing, transparency into this corner of the market has become more of an issue as it continues to grow.
Form PF was adopted in 2011 in response to the 2008 financial crisis, in an effort to increase regulatory oversight over private funds. As a result of analyzing Form PF data for a decade, the SEC “ha[s] identified significant information gaps and situations where we would benefit from additional information,” according to SEC Chairman Gary Gensler. The form requires funds to report net assets, borrowings, and derivative holdings, among other things, on either an annual or quarterly basis.
The proposed amendment would:
- Require certain advisers to hedge funds and private equity funds to provide information such as extraordinary investment losses or significant margin and counterparty default events, or other events relevant to financial stability and investor protection. In the case of “significant stress that could harm investors or signal risk in the broader financial system,” according to the press release, filers could be required to file reports within one business day.
- Adjust the reporting threshold for large private equity advisers. The current threshold is $2 billion in assets under management and could be decreased to $1.5 billion, causing many more advisers to qualify as a large private equity adviser.
- Require more information regarding large private equity funds and large liquidity funds for the SEC’s use in risk assessment and regulatory programs.
The proposed amendments are not final. The public comment period for the proposed amendments is 30 days after publication in the Federal Register.
Read the SEC press release here, and the proposed rule here.