Legal & Compliance

3(c)(7) Fund

A 3(c)(7) fund is a private fund exemption limited to Qualified Purchasers, typically enabling broader investor counts than 3(c)(1).

Allocator relevance: High — standard for institutional fundraising and a common expectation for larger allocators and family offices meeting QP thresholds.

Expanded Definition
3(c)(7) prioritizes eligibility (QP status) over tight investor-count limits. It is widely used by institutional private funds because it accommodates scale while maintaining strict investor qualification. Allocators still treat it as a structure choice—not an automatic governance guarantee—so they focus on verification, disclosure, and operational discipline.

Decision Authority & Governance
Governance includes QP verification, ongoing eligibility monitoring, transfer controls, documentation consistency across feeder/parallel vehicles, and clear investor communications. Allocators want a defensible verification record and a clear process for changes in investor status.

Common Misconceptions

  • 3(c)(7) removes all constraints (eligibility remains strict).
  • QP verification is optional.
  • 3(c)(7) implies better governance by default.

Key Takeaways

  • 3(c)(7) is QP-only—eligibility is the gate.
  • Verification and records are critical diligence items.
  • Scale is enabled, but governance must still be proven.