IRS Form PF is a financial report that must be completed by private fund managers and submitted to the Internal Revenue Service (IRS) of the United States. The form is used to provide information about the fund manager’s financial position and the activities of the private funds it manages.

Fund managers that are required to file IRS Form PF include those that manage private funds with assets under management (AUM) of at least $150 million.

IRS Form PF includes a number of different sections that must be completed, including information about the private fund manager’s assets, liabilities, and equity; details about the private funds it manages; and information about the private fund manager’s risk management practices and compliance with relevant laws and regulations.

The purpose of IRS Form PF is to provide the IRS with information about the private fund industry and to help the agency monitor potential risks to the financial system. By collecting and analyzing this information, the IRS is able to ensure that private fund managers are operating in a stable and compliant manner.

  1. SCALABILITY AND FLEXIBILITY

    The FUND XP solution is able to automate the process of gathering and organizing the required information from multiple sources.

  2. ACCURACY

    Robust controls in place to prevent errors or omissions.

  3. TRANSPARENCY

    Each report will be produced in XML and its equivalent in Excel format.

  4. FILING

    Optionally, we can do the secure filing to the authorities and the feedback fellowship.

  5. TIMELINESS

    Our fully automatic solution enables AIFMs to meet the required reporting deadlines.

  6. USER FRIENDLY

    The solution is easy for users to understand and use, with clear instructions and intuitive interfaces.

  7. SUPPORT

    Free adequate support and helpdesk.