Definition of private investment company
What Is a Private Investment Company? - UpCounsel
Private equity fund strategies include venture capital investments and leveraged buyouts, among others. (Institutions that make direct investments in private companies, often as “co-investments” alongside a private equity fund in which they invest, also should categorize such investments as “Private Equity.”)
[DOC File]FDM 450 Examples
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The investment in the client by the intermediary (which is not a diversified mutual fund) represents 20 percent or more of the value of its total investments. If neither of the preceding applies, your investment in an SEC Audit Client through another entity would normally be considered to be an indirect financial interest in that client.
[DOC File]AICPA Plain English Guide to Independence
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Investment decision Whether to undertake new projects. Whether to invest in new plant and machinery. Whether to carry out a takeover or a merger, etc. Financing decision Cash available within the company. Access to new sources of finance. Cost of finance (WACC) Dividend decision Pay less dividend if profits need to be retained new for investment
[DOC File]SBA Definitions
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13 CFR 107.50 contains the definition of “Leverageable Capital” ... TO ISSUE THE APPLICANT A LICENSE AS A SMALL BUSINESS INVESTMENT COMPANY AND/OR TO PROVIDE SBA FINANCIAL ASSISTANCE, THE APPLICANT HEREBY REPRESENTS AND WARRANTS TO AND COVENANTS AND AGREES WITH SBA AS FOLLOWS: ... its Capital Commitment constitutes Private Capital (as ...
[DOCX File]Capital Certificate - Small Business Administration
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Shares of SEC registered Investment Companies captured under the Investment Company Act of 1940 (open-end investment companies (mutual funds), closed-end funds and unit investment trusts), regardless of the types or mix of securities owned by the fund (e.g., bonds or stocks), except for Bond Mutual Funds which qualify for bond treatment, as ...
[DOC File]Revision 1 – Financial Management, Financial Objectives ...
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Jun 01, 2010 · The financial interest in the attest client arises because the plan does not offer any other investment options, including money market or invested cash options, other than an investment in the attest client. Therefore, in order to participate in the plan, the immediate family member has no other choice but to invest in the attest client.
[DOCX File]Statement of Statutory Accounting Principles No.
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If an investment LP does not meet the definition of an excepted investment fund, the underlying assets must be disclosed. Public Limited Partnership An LP that sells shares to the public. Filer must report the full name of the LP. Public LPs will usually meet the definition of an excepted investment fund.
[DOCX File]Statement of Statutory Accounting Principles No.
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The definition of preferred stock, as defined in paragraph 3 does not include fund investments. ... private sale from the issuing company or from an affiliate of the issuer. They typically bear a “restrictive” legend clearly stating that the holding may not resell the stock in the public marketplace unless the sale is exempt from the SEC ...
[DOCX File]Explanation of Investment and Deposit Types
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Dollar amount of equity capital (to include private investment) Jobs Retained Jobs retained are identified as employee positions a business would have otherwise eliminated due to downsizing or closing or downsizing. This measure is be collected annually by survey and reported in EDMIS II …
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