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Fees & Expenses
Nine out of 10 firms were asked about fees and expenses during their most recent SEC visit.
Overwhelming majority of firms charge failed deal expenses to the fund, but differences persist in other areas.
LPs are demanding increasing transparency from private equity funds, especially in co-investment vehicles, says Colleen Fay, financial services practice leader at Withum.
With scrutiny increasing, there’s a need for more detailed disclosures of fees and expenses, say Troutman Pepper Locke partners Stephanie Pindyck-Costantino, P Thao Le and Theodore D Edwards.
Inside: Our biennial survey of alternative asset managers drills down into the industry’s take on fees and expenses, from SEC exams to transparency in continuation vehicles and the impact of AI. Expert analysis from Troutman Pepper Locke and Withum
Our survey provides a sweeping set of insights into fees and expenses in the US private markets industry.
Our survey of CFOs reveals an increasingly complex matrix of allocations and disclosure.
Most private funds managers will stay away from retail investors. But all private funds managers will deal with the consequences of retail’s migration into their industry.
LPs are contending with a growing set of costs, despite headline management fees decreasing.
Scrutiny on the accuracy of fees and expenses allocations is a key CFO concern.