Private Equity Wire

OCTOBER 31, 2024

The UK is to raise taxes on performance fees, or “carried interest,” for private equity fund managers from 28% to 32%, effective April 2025 — a smaller increase than many in the industry had anticipated, according to a report by Reuters.

Taxes 95

Taxes Fee Structure Performance Fees Venture Capital 95

Private Equity Wire

JULY 16, 2024

The report cites documents prepared for the San Bernardino County Employees’ Retirement Association’s board meeting on 18 July as conforming the fundraising target, with Patria planning at least two closes for the fund this year. The fund carries a 10% performance fee over an 8% preferred return.

Funds 96

Funds Performance Fees Management Fees Assets 96

Private Equity Wire

FEBRUARY 14, 2024

PARTNER CONTENT By Muhammad Akram, CPA Founder, Akram | Assurance, Advisory & Tax Firm Why fair value is so important Fair value impacts net assets/partners’ capital, potentially overstating performance and overcharging management and performance fees. Update calibrated inputs to reflect changes since the transaction.

Venture Capital 98

Venture Capital Investing Best Practices Mutual Funds 98

Pension Pulse

MAY 22, 2024

billion of net income, CPP Investments directly and indirectly incurred $1,617 million of operating expenses, $1,449 million in investment management fees and $2,067 million in performance fees paid to external managers, as well as $427 million of transaction-related expenses. To generate $46.4 bps and below the 28.6

Investing 59

Investing Pension Funds Stakes Assets 59

The Big Picture

FEBRUARY 28, 2023

RITHOLTZ: Like, wait, you want me to FedEx your documents to get a wet signature on it, and then have the other eight people sign it. And that comes from having our capital invested alongside theirs, and having very strict requirements for performance before we get paid performance fees. LAYTON: Yeah, absolutely.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

JANUARY 15, 2025

billion was 23% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. This is evidenced by this quarter's fee rate increase primarily reflecting the onboarding of higher fee rate private market assets following the GIP closing. Operating income of 8.1 increased 15%.

Assets 130

Assets Shareholders Capital Asset Management 130

The Motley Fool

JULY 18, 2024

portfolio, helping us to drive document negotiations and control the dialogue with borrowers, if any challenges arise. We believe our scale, careful sector and asset selection and deep experience will differentiate us in a world of greater performance dispersion in credit. We're the sole or lead lender in approximately 80% of our U.S.

Assets 130

Assets Finance Financing Management Fees 130