// definition
Form PF
Confidential regulatory reporting on private funds
Short definition
A confidential filing submitted to the SEC by certain investment advisers about the private funds they manage. Content and frequency depend on fund type, assets under management and applicable rules. Information covers matters including assets, borrowing and exposures. This regulatory reporting is distinct from a voluntary survey of lending conditions.
risk atlas
Knowledge map
Intuition
Regulatory reporting and a lending-conditions survey have different scopes and purposes.
Related analyses
Primary sources
- SEC, Form PF: general instructionsFilers, form organisation, frequency and requested information.
- SEC/CFTC, Form PF proposal of April 20, 2026Summary: the form’s confidential nature. A proposal is distinct from applicable rules.