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What is the purpose of Form PF?

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Form PF was adopted by the SEC following the passage of the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Dodd-Frank Act”). “The Dodd-Frank Act amended section 204(b) of the Investment Advisers Act of 1940 (“Advisers Act of 1940″) to require the SEC to establish reporting and recordkeeping requirements for advisers to private funds.” The SEC adopted Form PF “to obtain data that will facilitate monitoring of systemic risk in U.S. financial markets.” Form PF covers all private funds including private equity funds, hedge funds and liquidity funds.

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