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证监会出手!22.4万亿私募新规落地,四大看点关乎你的钱袋子
看点一,责任重构。 管理人为信息披露第一责任人,托管人责任进一步压实,销售机构接受委托披露信息也需如实披露,管 理人股东、合伙人、实控人也得配合披露,发挥独立审计监督作用——信息披露不再是独角戏,而是多 方制衡。 看点二,穿透披露。 21世纪经济报道记者崔文静 2月27日,证监会发布《私募投资基金信息披露监督管理办法》,作为《私募投资基金监督管理条例》 出台后首部配套行政规章,为22.4万亿私募市场立下新规矩。 新规四大看点: 值得注意的是,这只是系列配套第一步,后续机构主体、投资运作、监督约束等规则将陆续落地。 22.4万亿私募市场,正从规模扩张走向质量提升。 针对不同基金类型设置差异化披露频率:私募证券投资基金须按季披露,私募股权投资基金按半年披 露,创业投资基金则仅需年报。 看点四,处罚加码。 明确违反规定后的法律责任和处罚措施,违反规定最高可罚违法所得五倍或100万,股东实控人隐瞒信 息也要挨罚,打破了以往"罚管理人、不罚背后老板"的局限。 嵌套投资必须穿透披露投资路径和穿透后的投资资产情况,投资者终于能看清钱投到了哪。 看点三,差异化披露。 ...
私募头部阵营大“起底”:多位大佬旗下不止一家机构
Xin Lang Cai Jing· 2026-02-28 01:20
来源:@华夏时报微博 | 实控人 | 公司简称 | 公司规模 | 办公城市 | 核心策略 | 成立时间 | | --- | --- | --- | --- | --- | --- | | 梁文锋 | 宁波幻方量化 | 100亿以上 | 杭州 | 股票 | 2016/2/15 | | | 九章资产 | 100亿以上 | 杭州 | 多资产 | 2015/6/11 | | 裘国根 | 重阳投资 | 100亿以上 | 上海 | 股票 | 2009/6/26 | | | 重阳战略 | 100亿以上 | 上海 | 股票 | 2014/1/8 | | 吴星 | 深圳凯丰投资 | 50-100亿 | 深圳 | 多资产 | 2011/8/26 | | | 昌都凯丰投资 | 50-100亿 | 昌都 | 多资产 | 2015/5/29 | | 方三文 | 北京雪球私募 | 50-100亿 | 北京 | 组合重要 | 2014/12/9 | | | 上海斯诺波 | 50-100亿 | 北京 | 股票 | 2015/6/25 | | 单样双 | 中科招商 | 100亿以上 | 北京 | 股票 | 2000/12/4 | | | 中科 ...
Private credit concerns are not overblown, says Verdad's Dan Rasmussen
Youtube· 2026-02-27 20:34
Let's bring in Dan Res Muen. He's the founder and portfolio manager at Verdad Capital. Dan, really appreciate it.And it's important to set the stage here because in some ways there were going to be problems or or the sort of problems were going to come home to roost in private equity one way or the other. And we thought it was going to be from higher interest rates. you know that that in many ways was going to be the no one really saw oh by the way the thing they invested in private equity and credit over t ...
Brookfield Business Partners (NYSE:BBU) Earnings Call Presentation
2026-02-27 12:00
Brookfield Business Partners Investor Presentation February 2026 Brookfield Business Partners Flagship listed vehicle of Brookfield's private equity group, focused on continuing a long- term track record of compounding strong returns for investors BBU/BBUC NYSE & TSX Listed ~$7B Market Capitalization1,2 Investing alongside Brookfield's private equity strategies, executing a consistent playbook developed and refined over the past 25+ years Focused on owning and operating high-quality, vital industrial and se ...
私募头部阵营大“起底”:多位大佬旗下不止一家机构,九坤、灵均等员工人数最多
Hua Xia Shi Bao· 2026-02-27 10:58
Core Insights - The private equity industry is experiencing significant growth, with 243 private equity managers managing over 5 billion yuan as of January 2026, an increase of 48 from the end of 2024 [1] - The majority of these firms are controlled by individuals, with 93.42% of the institutions having natural persons as actual controllers [1] Group 1: Team Structure and Size - There is a notable disparity in team sizes among leading private equity firms, with 15 firms having over 100 employees, 38 firms with 50 to 100 employees, and 172 firms with 10 to 50 employees [2] - The largest firm, Foreign Trade Trust, has 223 employees, followed by Jiukun Investment and Lingjun Investment, both with 165 employees [4][5] Group 2: Control Structures - 14 prominent capital figures control multiple private equity firms, showcasing a trend of individuals managing more than one institution [6] - The dual control model is prevalent among 10 firms, with 7 of them managing over 10 billion yuan, indicating a shift towards shared leadership in the industry [9][10] Group 3: Geographic Distribution - Most actual controllers have established their firms in the same or neighboring cities, indicating a regional concentration of private equity activities [8] Group 4: Advantages and Disadvantages of Dual Control - The dual control structure offers advantages such as risk diversification and resource integration, enhancing organizational resilience and operational efficiency [11] - However, it also presents challenges, including potential decision-making inefficiencies and governance conflicts, which can impact the firm's stability [12][13]
湘潭产兴私募被出具警示函,涉未对基金产品进行风险评级等
Sou Hu Cai Jing· 2026-02-27 10:43
蓝鲸新闻2月27日讯,近日,湖南证监局发布行政监管措施决定书,剑指湘潭产兴私募股权基金管理有限责任公司。 决定书显示,湘潭产兴私募股权基金管理有限责任公司存在以下违规事项: 一、公司管理的部分基金在多个项目投资协议中约定固定回报,基金收益不与投资项目的收益风险情况挂钩; 二、未对管理的基金产品进行风险评级; 三、在中国证券投资基金业协会登记的合规风控负责人与实际履职人员不一致。 以上行为不符合《关于加强私募投资基金监管的若干规定》《私募投资基金监督管理暂行办法》的规定。 对此,湖南证监局决定对湘潭产兴私募股权基金管理有限责任公司采取出具警示函措施,并记入证券期货市场诚信档案。 2026年2月26日 سہ دارا - די د ベートアプトリアココールのバイクストレームの J v r 讼期间,上述监督管理措施不停止执行。 湖南证监局 1 - " I' veno ...
【行业深度】一文洞察2026年中国私募股权投资行业发展前景及投资趋势研究报告
Sou Hu Cai Jing· 2026-02-27 02:46
相关企业:中科创星科技投资有限公司、腾讯投资基金管理(北京)有限公司、上海国投先导私募基金管理有限公司、江苏高投战新私募基金管理有限公 司、重庆渝富高质产业母基金私募股权投资基金管理有限公司、建信住房租赁私募基金管理有限公司、国风投创新私募基金管理有限公司、安徽启航鑫睿私 募基金管理有限公司、和创数字私募股权基金管理(北京)有限公司、诚通混改私募基金管理有限公司、合肥产投资本创业投资管理有限公司、中投君义资 产管理有限责任公司、国投(广东)创业投资管理有限公司、国家中小企业发展基金有限公司、上海恒旭创领私募基金管理有限公司、国网英大产业投资基 金管理有限公司、北京磐茂投资管理有限公司、北京中科创星创业投资管理合伙企业(有限合伙)、上海科创中心股权投资基金管理有限公司、上海国方私 募基金管理有限公司、南京紫金创投基金管理有限责任公司、北京壹舟云亭私募基金管理有限公司 关键词:私募股权/创业投资定义、私募股权/创业投资流程,私募股权/创业投资基金募资,私募股权/创业投资项目投资、私募股权/创业投资退出情况、私 募股权/创业投资发展现状、私募股权/创业投资发展趋势 一、私募股权、创业投资基金相关概述 私募股权基金( ...
天津滨海滨建新型储能股权基金成立,出资额20亿
天眼查App显示,近日,天津滨海滨建新型储能股权投资基金合伙企业(有限合伙)成立,执行事务合伙 人为天津滨海新区新兴产业基金管理有限公司,出资额20亿人民币,经营范围为以私募基金从事股权投 资、投资管理、资产管理等活动。合伙人信息显示,该基金由天津滨海新能源投资管理有限公司、科力 远(600478)、天津滨海新区新兴产业基金管理有限公司、深圳市元科慧储投资有限公司共同出资。 ...
Carlyle targets $200 billion in new flows by 2028, touts Washington connections
Yahoo Finance· 2026-02-26 19:08
By Isla Binnie and Prakhar Srivastava Feb 26 (Reuters) - Carlyle aims to rake in $200 billion in fresh capital by the end of 2028 and to boost earnings from managing that money, it said ‌on Thursday, three years after Chief Executive Harvey Schwartz took the job of turning around the ‌investment firm. Shares initially rose more than 6%, as Carlyle also approved a $2 billion buyback, before settling to trade 3.6% higher on the day. Schwartz, ​a former Goldman Sachs executive, said he had "systematicall ...
Carlyle CEO Harvey Schwartz: The demand for capital is going up in all forms
Youtube· 2026-02-26 14:37
Core Insights - Carlyle Group has increased its targets for fee-related earnings, distributable earnings per share, and inflows up to 2028, surpassing consensus expectations and reflecting growth over the past few years [2][4] Company Strategy - The company has undergone a systematic overhaul over the past three years, focusing on strategic growth initiatives, operating model improvements, compensation strategy changes, capital allocation, and leadership restructuring [3][4] - Leadership changes have been fundamental in mobilizing the firm, contributing to significant growth and setting a conservative model for the next three years without relying on inorganic growth strategies [4][5] Market Sentiment and Economic Outlook - Despite market volatility, Carlyle remains the best performer among its peers, although it has seen a 12% decline month-to-date [6] - The firm does not overly react to daily market sentiment, instead relying on data from its portfolio companies, which employ over 700,000 people across various sectors [7][8] - Economic indicators suggest a positive outlook, with GDP growth potentially exceeding 3% to 4% in the first quarter, supported by favorable financial conditions [9] Capital Demand and Industry Trends - There is a growing global demand for capital, driven by economic growth, reindustrialization, and national security investments, which Carlyle has been engaged in for 40 years [15][16] - The geopolitical landscape has shifted towards a competition for capital, making private capital increasingly important for economic growth [16]