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ASSURE NAMED AS THE 13TH FASTEST GROWING COMPANY IN UTAH
Rapid revenue growth and achieving $2 billion AUM reflect company’s forward momentum SALT LAKE CITY (Oct. 30, 2018)Assure, the leading provider of outsourced administrative and transaction services for the...

Opportunity Zone Program: Assure Opportunity Fund Services
Opportunity Zone Program: Assure Opportunity Fund Services The Opportunity Zone Program, a tax incentive designed to boost investment in low-income areas, provides organizers in a Qualified Opportunity Fund (“QO...

Investment Adviser Compliance: Venture Capital and Private Fund Adviser Exemption for ERAs
SEC ERA Registration Investment advisers who are primarily regulated by the SEC (Large Adviser firms with $100M or more in Assets Under Management (“AUM”)) may claim federal exempt reporting...

Exempt Reporting Advisers: Registration With the SEC or With the State?
Investment fund organizers acting as investment advisers are subject to registration with the appropriate regulatory authority. The determination of which regulatory authority the adviser is subject to is based...