Episode 85: Qualified Client Thresholds Are Going Up

Tokens of Wisdom · Jun 1, 2026 · 9m

Episode 85: Qualified Client Thresholds Are Going Up

Quick housekeeping episode today. The SEC just increased the qualified client thresholds, effective June 29, 2026 – mere weeks away. If you charge a performance allocation — or if you invest in a fund that does — this affects you. It's not complicated, but the deadline is real, and the numbers moved more than they usually do. Thanks, inflation.

Key Points From This Episode:

What Is a Qualified Client?

Why Does It Matter?

What are the New Thresholds?

Brief explanation of the Grandfathering Rule.

What do managers actually need to do?…