Private Funds Reporting Change
The Bureau of Economic Analysis (BEA) and the Treasury Department are preparing to implement a change that will simplify how certain cross-border investments by or into private funds are reported on Treasury International Capital (TIC) surveys of portfolio investment and BEA surveys of direct investment. This webpage provides resources to help private fund reporters determine how the change affects their reporting requirements.
Resources for Private Funds
These tools will help you determine their reporting obligation.
U.S. Investments in Foreign Private Funds Foreign Investments in U.S. Private FundsFrequently Asked Questions (FAQs) New
Additional Resources
- Guide to BEA’s Direct Investment Surveys (PDF)
- BEA survey forms, instructions, and related materials
- Treasury International Capital (TIC) surveys
- Federal Register Documents
- U.S. Investments in Foreign Private Funds: 5/27/2016, 8/3/2016
- Foreign Investments in U.S. Private Funds: 7/1/2016, 10/20/2016