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Browse terms140

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Investment Company

A pooled vehicle that issues its own securities and invests investors' money collectively, unless it qualifies for an exclusion such as the private-fund exclusions.

What traders should verify

For Investment Company, inspect the legal structure, adviser and Form ADV, investor eligibility, strategy, holdings, fees, leverage, liquidity, conflicts, and reporting date.

Do not conflate

The label Investment Company 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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