Management Fees Performance Fees Taxes 
Private Equity Insights
FEBRUARY 23, 2024
C-SPEF is available to both US taxable and tax-exempt investors and offers monthly subscriptions and quarterly redemptions, a lower minimum than traditional private market investments, and 1099 tax reporting. The fund does not charge a performance fee and waives its management fee for the first year.
Private Equity Wire
FEBRUARY 22, 2024
C-SPEF is available to both US taxable and tax-exempt investors and offers monthly subscriptions and quarterly redemptions, a lower minimum than traditional private market investments, and 1099 tax reporting. The fund does not charge a performance fee and waives its management fee for the first year.
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The Motley Fool
FEBRUARY 19, 2024
A family office A family office is a unique wealth management firm that caters to billionaires and the ultra-wealthy. A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities.
The Motley Fool
OCTOBER 31, 2024
At the end of September, the fair value of our equity portfolio included cumulative pre-tax unrealized gains of $7.8 Net unrealized investment gains included in other comprehensive income in the first nine months of 2024 were $283 million net of taxes, compared to net unrealized investment losses of $135 million net of taxes last year.
The Motley Fool
OCTOBER 11, 2024
The combination triples infrastructure AUM and doubles private markets run-rate management fees. increased 5%, reflecting a higher tax rate compared to a year ago. Our as-adjusted tax rate for the third quarter was 26%. We continue to estimate that 25% is a reasonable projected tax run rate for the remainder of 2024.
The Big Picture
MARCH 27, 2023
And all these formally high performers are now just so big, they’re very happy collecting the management fee and the performance fee matters less. And you go through what the endowment is invested in, and there are a few sites that do this because they have to do tax filings.
The Motley Fool
JANUARY 12, 2024
billion was 7% higher year over year, driven by the impact of higher markets on average AUM and higher performance fees. Our as-adjusted tax rate for the fourth quarter was approximately 24%, driven, in part, by discrete items. Fourth quarter base fees and securities lending revenue of 3.6 Operating income of 6.6
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