About this episode

This episode discusses the upcoming increase in qualified client thresholds set by the SEC and its implications for performance allocations.

Episode 85: Qualified Client Thresholds Are Going Up Quick housekeeping episode today. The SEC just increased the qualified client thresholds, effective June 29, 2026 – mere weeks away. If you charge a performance allocation — or if you invest in a fund that does — this affects you. It's not complicated, but the deadline is real, and the numbers moved more than they usually do. Thanks, inflation. Key Points From This Episode: What Is a Qualified Client?Why Does It Matter?...

People in this episode

Host: Dave Rothschild

Topics covered

• qualified client thresholds
• SEC regulations
• performance allocation
• investment funds
• inflation impact

Keywords

• qualified client
• SEC
• performance allocation
• investment funds
• inflation

Mentioned in this episode

Organizations: SEC

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