Notice 12 May 2025 compliance, small business administration, regulation, data collection, investment companies

📊SBA Notice on Data Collection and Public Comments for Businesses

The Small Business Administration (SBA) intends to request approval, from the Office of Management and Budget (OMB) for the collection of information described below. The Paperwork Reduction Act (PRA) requires Federal agencies to publish a notice in the Federal Register concerning each proposed collection of information before submission to OMB, and to allow 60 days for public comment in response to the notice. This notice complies with that requirement.

Learn More
Notice 12 May 2025 sec, regulatory compliance, investment companies, co-investment, business development companies

⚖️SEC Notice on Joint Transactions for Investment Companies

The SEC has issued a notice regarding an application from Morgan Stanley and others, seeking permission for certain joint transactions prohibited under the Investment Company Act of 1940. The order would enable collaboration among business development companies and affiliated entities, potentially reshaping investment strategies and regulatory requirements in this sector.

Learn More
Notice 9 May 2025 financial services, business compliance, investment companies, co-investment, sec regulations

📈SEC Notice on Co-Investment Application for Business Development Companies

The SEC issued a notice regarding an application by AGTB Fund Manager, LLC and others, seeking permission for certain business development companies and management investment companies to co-invest in portfolio companies. This aims to facilitate joint transactions that are otherwise prohibited under current law, highlighting regulatory considerations for investment firms.

Learn More
Notice 9 May 2025 sec, regulation, investment companies, co-investment, blackstone

📈SEC Notice on Blackstone Private Credit Fund Joint Transactions

The SEC has issued a notice regarding an application by Blackstone entities for the permission to allow specific investment companies to co-invest in portfolio companies. This proposed relief addresses joint transactions that the Investment Company Act typically prohibits, potentially enabling increased capital collaboration and strategic investment flexibility among BDCs and closed-end management investment companies.

Learn More
Notice 7 May 2025 sec, business compliance, financial regulation, investment companies, exemptions

💼SEC Notice for Virtus Fund Exemptions Impacting Investment Companies

The SEC has issued a notice regarding an application from Virtus Global Credit Opportunities Fund seeking exemptions under the Investment Company Act of 1940. This includes permission for multiple share classes and the ability to implement asset-based distribution fees, which could reshape service offerings for investment companies.

Learn More
Notice 1 May 2025 compliance, sec, financial regulations, deregistration, investment companies, market impact

📉Notice on Deregistration Applications Under Investment Company Act

Applicant, a closed-end investment company, seeks an order declaring that it has ceased to be an investment company. Applicant has never made a public offering of its securities and does not propose to make a public offering or engage in business of any kind. Filing Dates: The application was filed on February 28, 2025 and amended on April 15, 2025. Applicant's Address: 1601 Utica Avenue South, Suite 1000, Minneapolis, Minnesota 55416.

Learn More
Notice 22 Apr 2025 compliance, sec, regulation, investment companies, business development companies

📈SEC Notice on Joint Transactions for Investment Companies

The SEC issued a notice regarding an application by MidCap Financial Investment Corporation and others for an order permitting joint transactions among business development companies under the Investment Company Act. This includes streamlined conditions compared to previous orders, impacting future investment strategies and compliance requirements for involved firms.

Learn More
Notice 22 Apr 2025 sec, regulations, finance, investment companies, co-investing

💼SEC Notice for Joint Transactions in Investment Companies

The SEC announces a notice regarding an application from New Mountain Capital and affiliates to allow specific co-investments among business development and management investment companies, streamlining terms compared to previous orders. Interested parties may request a hearing regarding the application.

Learn More
Rule 15 Apr 2025 compliance, regulation, government contracts, securities, banking, financial services, business and industry, electronic filing, administrative practice and procedure, accounting, reporting and recordkeeping requirements, aliens, intergovernmental relations, penalties, law enforcement, investigations, conflict of interests, small businesses, indians, treasury, authority delegations (government agencies), brokers, terrorism, banks, savings associations, crime, investment companies, gambling, holding companies, indians-tribal government, indians-law, citizenship and naturalization, insurance companies, time, commodity futures, currency, foreign currencies, foreign banking, government securities

📉Treasury Direct Final Rule on Eliminating Unnecessary Regulations

Pursuant to an Executive order, the Department of the Treasury (Treasury) is conducting a review of existing regulations, with the goal of reducing regulatory burden by revoking or revising existing regulations that meet the criteria set forth in the Executive order. In support of that objective, this direct final rule streamlines titles 12 and 31 of the Code of Federal Regulations (CFR) by removing regulations that are no longer necessary or no longer have any current or future applicability.

Learn More
Notice 14 Apr 2025 sec, securities regulation, investment companies, co-investment, blackrock, joint transactions

📈SEC Notice for Joint Transactions by BlackRock Investment Entities

The SEC has issued a notice regarding an application from BlackRock entities seeking an order for joint transactions under the Investment Company Act. The application aims to allow certain investment companies to co-invest in portfolio companies, presenting streamlined terms compared to previous orders. Interested parties can request a hearing on this matter until May 5, 2025.

Learn More