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from the blog
SEC Raises the Bar on Qualified Clients. Here's What Changed.
On June 29, 2026, updated thresholds under SEC Rule 205-3 take effect, changing who qualifies as a "qualified client" for performance-based fee arrangements. The assets-under-management test rises from $1.1 million to $1.4 million. The net worth test rises from $2.2 million to $2.7 million. Any new advisory relationship or fund subscription on or after that date must meet the updated standards. Existing investors who already qualified are not affected retroactively.