Changes to SEC Form 13F: What Investment Managers Need to Know

SEC Change in Holding Amount to Remain Confidential Earlier this year, the Securities and Exchange Commission (SEC) proposed amending Form 13F and most importantly the threshold requirements for filing Form 13F for institutional investment managers from a 100 million dollar threshold to a 3.5 billion dollar threshold. The results of increasing the threshold requirements could … Continue reading Changes to SEC Form 13F: What Investment Managers Need to Know