Carlyle Funds Gain Approval for Varied Share Fees
Published Date: 3/21/2025
Notice
Summary
Carlyle Global Credit wants permission to offer different types of shares with varying fees and sales charges in some of their investment funds. This change affects investors in these funds by giving them more choices on how they pay fees. If no one asks for a hearing by April 11, 2025, the SEC will likely approve this soon.
Analyzed Economic Effects
1 provisions identified: 1 benefits, 0 costs, 0 mixed.
Funds May Offer Multiple Share Classes
Carlyle Global Credit asked the SEC on February 28, 2025 (amended March 17, 2025) for permission to let certain registered closed-end business development companies issue multiple classes of shares with different sales loads and asset-based distribution or service fees. This would give investors in those funds more choices about how they pay fees; the SEC will likely issue the order unless a hearing is requested by April 11, 2025.
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