SEC Eyes Fee Tweaks for Monroe Capital's Investor Buffet
Published Date: 4/15/2025
Notice
Summary
Monroe Capital BDC Advisors and related funds want permission to offer different types of shares with varying fees and sales charges to investors. This change affects investors in these business development companies and could impact how much they pay in fees. The SEC will decide by May 5, 2025, unless someone asks for a hearing.
Analyzed Economic Effects
1 provisions identified: 0 benefits, 0 costs, 1 mixed.
BDC share classes with varying fees
Monroe Capital BDC Advisors and two Monroe Capital funds filed on April 4, 2025 to ask the SEC for permission to issue multiple classes of shares that would have different sales loads and asset-based distribution or service fees. If approved, investors in Monroe Capital Income Plus Corporation and Monroe Capital Enhanced Corporate Lending Fund could pay different amounts in fees depending on which share class they hold. The SEC will act or receive hearing requests by May 5, 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