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NorthPoint Offers Insight on Form PF Filing

Mar 07, 2013
Jing Chen

Hedge fund technology services provider NorthPoint announced that it has completed another successful round of Form PF filings and offers insight regarding the process.

The New York-based firm advised that the process of filing Form PF should begin early or “it will be a fire drill around the reporting date.” NorthPoint also suggested that service providers approach the filing as a data and risk management exercise, and not just a regulatory reporting requirement.

Form PF is a 42-page document that private investment firms with $150 million or more in assets under management must file with the Securities and Exchange Commission that makes transparent detailed aspects of each fund they advise.

Launched in 2003, NorthPoint has an additional office in Boston.


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