Subpart J - MERCHANT BANKING INVESTMENTS
- Section 225.170 - What type of investments are permitted by this subpart, and under what conditions may they be made?
- Section 225.171 - What are the limitations on managing or operating a portfolio company held as a merchant banking investment?
- Section 225.172 - What are the holding periods permitted for merchant banking investments?
- Section 225.173 - How are investments in private equity funds treated under this subpart?
- Section 225.174 - What aggregate thresholds apply to merchant banking investments?
- Section 225.175 - What risk management, record keeping and reporting policies are required to make merchant banking investments?
- Section 225.176 - How do the statutory cross marketing and sections 23A and B limitations apply to merchant banking investments?
- Section 225.177 - Definitions