“The Merging” – Seeds of Wisdom RV/GCR Update(s) from Goldilocks 6-7-24

Goldilocks and Seeds of Wisdom Family Office Update: Exchange Act Form 13F – New Requirements Effective July 1, 2024 In a nutshell, Section 13(f) requires any “institutional  investment manager” that exercises investment discretion  over the accounts of any other person holding “section  13(f) securities”3 with an aggregate fair market value of at least US$100 million to make certain periodic filings with  the Securities and Exchange Commission (SEC) on Form  13F. Section 13(f) applies to all “institutional investment   managers,” regardless of whether they are registered as  investment advisers under the Advisers Act. Therefore,  a family office, even if it is not…