Skip To The Main Content

News & Events

Simpson Thacher in the News Go Back

Samuel Francis Authors Article for Private Equity Law Report on Investment Fund Classification

02.04.20

Corporate Associate Samuel Francis authored an article published by Private Equity Law Report titled “Considerations for Advisers to Properly Classify Single-Investor Funds Under the Custody Rule and Form ADV.” In the article, Samuel discusses practical considerations for fund managers when determining whether to treat a single-investor fund client as a pooled investment vehicle or a separately managed account under the custody rule and Form ADV.

To read the article, please click here (subscription required).