Episode 85: Qualified Client Thresholds Are Going Up
From Tokens of Wisdom by Dave Rothschild
June 1, 2026 · 10 min · Episode 85
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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