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3(c)(1)

A private fund exclusion for pooled vehicles with no more than 100 beneficial owners, or up to 250 for a qualifying venture capital fund, subject to the other Section 3(c)(1) conditions.

What traders should verify

For 3(c)(1), inspect the legal structure, adviser and Form ADV, investor eligibility, strategy, holdings, fees, leverage, liquidity, conflicts, and reporting date.

Do not conflate

The label 3(c)(1) does not by itself establish registration status, current holdings, liquidity, risk, performance, or investor eligibility.

Primary source

SEC definition

Source boundary: this glossary reflects SEC staff views and is not a Commission rule, regulation, or statement. Check the linked source for current wording and legal context.

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