Article
Thinking about launching a fund? Welcome to an exciting opportunity, the...
Alternative Investment
Article
In March 2025, the Office of the Comptroller of the Currency (OCC) issued...
Article
The SEC's Division of Examinations has released its 2026 Examination...
Article
Every year, the SEC's Division of Examinations examines SEC-registered...
Whitepaper
In the complex and highly regulated world of derivatives trading, staying...
Video
We are honored to partner with experts in the industry and proud to...
Video
We are honored to partner with experts in the industry and proud to...
Article
Perpetual futures, commonly known as "perps" in the crypto world, have...
Article
We are honored to partner with experts in the industry and proud to...
Article
On June 5th, the United States Fifth Circuit Court of...
Article
The Securities and Exchange Commission announced on May 16, 2024, the...
Article
In general, The Custody Rule (Rule 206(4)-2) requires that advisers...
Video
Have you wondered what obligations a non-US investor or partner has...
Article
Whether you are a new fund manager or you have been managing a fund for a...
Article
The landscape for private fund reporting has taken a significant turn...
Whitepaper
We are honored to partner with experts in the industry and proud to...
Article
Form ADV, the Uniform Application for Investment Adviser Registration and...
Article
Tax Court Ruling, Soroban Capital Partners LP v. Commissioner Tax Court...
Article
The last decade brought a steady rise in private fund assets under...
Video
Have you ever wondered what a K-1 form is and why it's important for...
Article
It’s been five years since the IRS launched its SECA tax compliance...
Article
In the first week of May, as rose blossoms peaked on Independence Avenue,...
Webinar
Unsure how to raise capital in today's market? Watch our webinar...
Article
What’s being proposed and what it could mean for RIAs and crypto...