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Form ADV Regulatory Requirements Reporting Requirements

Mayer Brown Free Writings + Perspectives

SEC Proposes Updates to “Small Entity” Definitions for Funds and Advisers

On January 7, 2026, the Securities and Exchange Commission (“SEC”) proposed amendments to the rules that define which registered investment companies, investment advisers, and business development companies qualify as “small...more

Foley Hoag LLP

Reminder: Renewal and Notice Filing Fees for Investment Advisers Due by December 8

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As a reminder, investment advisers who are subject to any state registration, renewal or notice filing fees must have funded their IARD accounts by December 8, 2025 in order to cover such fees (with a recommendation from IARD...more

Seward & Kissel LLP

Latest Disclosure Trends in the Form ADV Brochure

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Stay ahead of the curve with Seward & Kissel’s analysis of Form ADV Part 2A (“Brochure”) filings from leading SEC-registered investment advisers...more

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