Private Fund Managers

Name: Form ADV Annual Amendment for advisers with 6/30 FYE
Start: 2024-09-27T00:00:00-04:00
End: 2024-09-27T23:59:59-04:00

June 2024
June 11, 2024 @ 8:00 am - 5:00 pm

Form PF Enhancements – Lg Private Equity
June 30, 2024 @ 8:00 am - 5:00 pm

Form ADV Annual Amendment for advisers with 3/31 FYE
June 30, 2024 @ 8:00 am - 5:00 pm

GIPS Compliance Notification
July 2024
July 10, 2024

Form 13H Q3

Quarterly Filing due within 10 days of quarter end (if required)
July 15, 2024 @ 8:00 am - 5:00 pm

Form PF – Quarterly Filing 15 Day
July 30, 2024 @ 8:00 am - 5:00 pm

2Q Code of Ethics Quarterly Certifications
August 2024
August 14, 2024 @ 8:00 am - 5:00 pm

Form 13F

Quarterly filing due within 45 days of quarter end.
August 29, 2024 @ 8:00 am - 5:00 pm

Form PF – Quarterly Filing 60 Day

For PF >$1.5Billion in PF assets
August 29, 2024 @ 8:00 am - 5:00 pm

Form PF – Private Equity Reporting Event 60 Day
August 29, 2024 @ 8:00 am - 5:00 pm

N-PX

All 13F filers regardless of registration status must file; must make filing if you don't […]
September 2024
September 14, 2024 @ 8:00 am - 5:00 pm

Compliance with Restricted Activities and Preferential Treatment Rules if Large Private Fund ($1.5B or more in PF asses)
September 27, 2024

Form ADV Annual Amendment for advisers with 6/30 FYE

Fairview has been providing streamlined solutions to providers in the financial services industry since 2005. We are part of ViewPoint Partners, our employee-owned parent company for both Fairview and FilePoint, which provides regulatory reporting solutions for registered investment companies.

June 2024

July 2024

August 2024

September 2024