SEC Whispers About Wilshire's Private Money Moves
Published Date: 3/31/2025
Notice
Summary
Wilshire Private Assets Fund and its related funds asked the SEC for permission to team up and invest together in companies, even though rules usually say they can’t. This change lets these funds pool their money to chase bigger opportunities and possibly make more money. If approved, it could start soon and affect how these funds manage their investments.
Analyzed Economic Effects
1 provisions identified: 1 benefits, 0 costs, 0 mixed.
Funds Seeking Permission to Co‑Invest
A group of Wilshire funds asked the SEC for an order to let certain business development companies and closed‑end management investment companies co‑invest together in portfolio companies. The application was filed November 29, 2024 and amended February 28, 2025 and March 20, 2025; interested persons could request a hearing by April 21, 2025. If the SEC grants the order, these funds would be allowed to pool money and invest side‑by‑side with affiliated entities.
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