The Securities and Exchange Commission (SEC) requires certain advisers to hedge funds and private equity funds to report information for use by the Financial Stability Oversight Council (FSOC) in monitoring risks to the U.S. financial system. Download this FAQ sheet to learn about the key provisions of this SEC rule and what you need to do to meet the filing requirements of Form PF.

Get answers to these questions and more:

  • What is Form PF and what is its purpose?
  • Is my company required to file this form?
  • What is the required timing and frequency of Form PF filings?
  • What type of information will be required on the form?
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Frequently Asked Questions About Form PF Reporting

The Securities and Exchange Commission (SEC) requires certain advisers to hedge funds and private equity funds to report information for use by the Financial Stability Oversight Council (FSOC) in monitoring risks to the U.S. financial system. Download this FAQ sheet to learn about the key provisions of this SEC rule and what you need to do to meet the filing requirements of Form PF.

Get answers to these questions and more:

  • What is Form PF and what is its purpose?
  • Is my company required to file this form?
  • What is the required timing and frequency of Form PF filings?
  • What type of information will be required on the form?


Our Subject Matter Expert

Joshua Altchek
Director, Hedge Fund Services
Kaufman Rossin Fund Services


FAQ | January 2015


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