2025-18767NoticeWallet

SEC Eyes Approval for Varied Shares in Lending Fund Offering

Published Date: 9/26/2025

Notice

Summary

Partners Group Lending Fund, LLC and Partners Group (USA), Inc. asked the SEC for permission to offer different types of shares with varying fees and sales charges. This change mainly affects investors in these funds, giving them more options on how they invest and pay fees. The SEC will decide by October 20, 2025, unless someone requests a hearing, which could impact when the new share classes start.

Analyzed Economic Effects

1 provisions identified: 1 benefits, 0 costs, 0 mixed.

Fund may offer multiple fee classes

You (as an investor) are affected because Partners Group Lending Fund asked the SEC for permission to issue multiple classes of shares that can carry different sales loads and asset-based distribution and/or service fees. The application was filed on September 2, 2025, and the SEC will act or receive hearing requests by 5:30 p.m. on October 20, 2025.

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Key Dates

Published Date
9/26/2025

Department and Agencies

Department
Independent Agency
Agency
Securities and Exchange Commission
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