Visualization

Private Fund Statistics

Sept. 17, 2024

These data highlights visualize Private Fund Statistics – the periodic report produced by the Division of Investment Management’s Analytics Office. Please see the latest PDF report, and the downloadable Excel file, for additional information on the underlying data sources, methodologies, and key definitions. These statistics reflect staff’s compilation and analysis of data reported to the Commission on Form PF.

Only SEC-registered advisers with at least $150 million in private fund assets under management must report to the Commission on Form PF. SEC-registered investment advisers (RIAs) with less than $150 million in private fund assets under management, SEC exempt reporting advisers, and state-registered investment advisers are not required to file Form PF, but report general information about the private funds they manage on Form ADV. For aggregate statistics concerning private funds reported on Form ADV, see https://www.sec.gov/data-research/data-visualizations/investment-adviser-statistics/investment-advisers-total-private-funds-advised-rias-or-eras.

PF Statistics at a Glance

50,086
Private Funds Reported on Form PF

+5.1%
Year-over-Year Change

Number of Funds

Combination chart with 2 data series.
Data shown are from Table 1.1, through fourth calendar quarter 2023.
The chart has 2 X axes displaying Time, and navigator-x-axis.
The chart has 2 Y axes displaying values, and navigator-y-axis.
5Y10YAll
End of interactive chart.



$22.8
Trillion (USD) Gross Assets

+6.7%
Year-over-Year Change

Aggregate Private Fund Gross Asset Value (USD)

Combination chart with 2 data series.
Data shown are from Table 2.1, through fourth calendar quarter 2023.
The chart has 2 X axes displaying Time, and navigator-x-axis.
The chart has 2 Y axes displaying values, and navigator-y-axis.
5Y10YAll
End of interactive chart.

As reported on Form PF, Question 8.



$15.1
Trillion (USD) Net Assets

+6.9%
Year-over-Year Change

Aggregate Private Fund Net Asset Value (USD)

Combination chart with 2 data series.
Data shown are from Table 2.3, through fourth calendar quarter 2023.
The chart has 2 X axes displaying Time, and navigator-x-axis.
The chart has 2 Y axes displaying values, and navigator-y-axis.
5Y10YAll
End of interactive chart.

As reported on Form PF, Question 9.



Last Reviewed or Updated: Sept. 19, 2024