Infrastructure Funds Ask SEC to Bend Rules for Joint Investments
Published Date: 1/31/2025
Notice
Summary
ISQ Infrastructure Income Fund and its partners asked the SEC for permission to team up and invest together in the same companies, even though rules usually say they can’t. This change lets several investment groups pool their money to grow bigger and smarter, potentially boosting returns. The SEC is reviewing this request, which could affect how these funds invest starting soon and might impact investors’ money moves.
Analyzed Economic Effects
1 provisions identified: 1 benefits, 0 costs, 0 mixed.
Funds Allowed to Co‑Invest Together
If you own investment funds that invest in business development companies (BDCs) or closed‑end management investment companies, the SEC is considering an application (filed August 19, 2024 and amended January 2, 2025) to allow those funds to co‑invest with each other and with certain affiliated investment entities. If the SEC grants the requested order, those funds could pool money together and potentially boost returns for their investors; interested persons had until February 24, 2025 to request a hearing on the application.
Your PRIA Score
Personalized for You
How does this regulation affect your finances?
Sign up for a PRIA Policy Scan to see your personalized alignment score for this federal register document and every other regulation we track. We analyze your financial profile against policy provisions to show you exactly what matters to your wallet.
Key Dates
Department and Agencies
Take It Personal
Get Your Personalized Policy View
Start a Free Government Policy Watch to see how policy affects your household, then upgrade to PRIA Full Coverage for year-round monitoring.
Already have an account? Sign in