Episode 85: Qualified Client Thresholds Are Going Up

Episode 85: Qualified Client Thresholds Are Going Up Quick housekeeping episode today. The SEC just increased the qualified client thresholds, effective June 29, 2026 – mere weeks away. If you charge a performance allocation — or if you invest in a fund that does — this affects you. It's not complicated, but the deadline is real, and the numbers moved more than they usually do. Thanks, inflation. Key Points From This Episode: What Is a Qualified Client?Why Does It Matter?...