Comments on Amendments to Form PF to Require Current Reporting and Amend Reporting Requirements for Large Private Equity Advisers and Large Liquidity Fund Advisers-

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Date Received
Date Letter Type Commenter Name
Public Comment Jennifer W. Han, Executive Vice President, Chief Counsel & Head of Global Regulatory Affairs, Managed Funds Association
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding a March 9, 2023 meeting with representatives of the Managed Funds Association
Meeting with SEC Officials Memorandum from the Office of Public Engagement regarding a February 10, 2023 meeting with various Investor and Advocacy Organizations
Public Comment 29 Organizations and Individuals
Meeting with SEC Officials Memorandum from the Office of the Chair regarding a December 21, 2022 meeting with representatives of the Americans for Financial Reform
Meeting with SEC Officials Memorandum from the Office of Commissioner Jaime Lizárraga regarding a September 16, 2022 meeting with Americans for Financial Reform
Meeting with SEC Officials Memorandum from the Office of Commissioner Mark T. Uyeda regarding a November 1, 2022 meeting with representatives of the American Investment Council
Meeting with SEC Officials Memorandum from the Office of Commissioner Hester M. Peirce regarding an October 19, 2022 meeting with representatives of the Investment Advisers Association
Public Comment Rebekah Goshorn Jurata, General Counsel, American Investment Council
Meeting with SEC Officials Memorandum from the Office of Commissioner Hester M. Peirce regarding an August 22, 2022 meeting with representatives of Alpha Wealth Strategies, et al.
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding a July 6, 2022 meeting with representatives of Alternative Investment Management Association
Meeting with SEC Officials Memorandum from the Office of Commissioner Hester M. Peirce regarding a June 16, 2022 meeting with members of the Managed Funds Association
Meeting with SEC Officials Memorandum from the Office of Commissioner Hester M. Peirce regarding a May 5, 2022 Videoconference with Representatives of the Alternative Investment Management Association
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding an April 29, 2022 videoconference with a representative of the Standards Board for Alternative Investments (“SBAI”)
Public Comment Alternative & Direct Investment Securities Association
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding an April 20, 2022 meeting with representatives of the Managed Funds Association
Public Comment Brian Marsee
Public Comment Josh Harris
Meeting with SEC Officials Memorandum from the Division of Investment Management regarding a March 29, 2022 videoconference with representatives of the Alternative Investment Management Association (“AIMA”)
Public Comment Edward Campbell, Senior Vice President-Banking
Public Comment Anonymous
Public Comment Americans for Financial Reform Education Fund
Public Comment Bart Naylor, Public Citizen
Public Comment Bobby Franklin, President & CEO, National Venture Capital Association
Public Comment Delilah Rothenberg, Co-Founder & Executive Director, Predistribution Initiative
Public Comment Gail C. Bernstein, General Counsel, Investment Adviser Association
Public Comment Ian Gary, Executive Director, FACT Coalition; Erica Hanichak, Government Affairs Director, FACT Coalition; and Ryan Gurule, Policy Director, FACT Coalition
Public Comment James H. Freis, Jr., Co-Founder & Chairman, CRINDATA, LLC and Mark Stetler, Co-Founder & CEO, CRINDATA, LLC
Public Comment James Whelan, President, Real Estate Board of New York
Public Comment Jason Brown and Joel Wattenbarger, Ropes and Gray LLP

Last Reviewed or Updated: Dec. 18, 2025

File Number
S7-01-22
Release Number
IA-5950
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