menu

Archive for April, 2012

Results

New “Qualified Client” Net Worth Standard for Performance Fee Rule

The SEC recently amended the “qualified client” definition in the Performance Fee Rule, Rule 205-3 under the Investment Advisers Act…

Shartsis Friese has relocated to 425 Market Street, 11th Floor, San Francisco, CA 94105-2496. Telephone and fax numbers remain the same.

X