MANAGED FUNDS ASSOCIATION — Lobbying Disclosure | Poliscope

MANAGED FUNDS ASSOCIATION

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This entity appears on both sides of lobbying disclosures. The firm tab shows registrant-reported income; the client tab shows client-reported lobbying spend. Contract awards are separate and are not included here.

Lobbying Spend

$89.1M

Filings

758

Firms Hired

Active Period

2000–2026

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2026	$3,860,000	27	9
2025	$5,030,000	36	9
2024	$4,730,000	37	9
2023	$5,050,000	31	8
2022	$4,920,000	39	13
2021	$6,510,000	62	15
2020	$3,180,000	32	10
2019	$3,240,000	25	6
2018	$2,700,000	29	9
2017	$2,790,000	38	10
2016	$4,140,000	41	10
2015	$4,220,000	43	10
2014	$3,680,000	41	10
2013	$3,760,000	41	10
2012	$5,210,000	40	10
2011	$4,000,000	45	10
2010	$7,160,000	43	9
2009	$9,380,000	34	7
2008	$3,660,000	43	9
2007	$1,900,000	15	7
2006	—	5	3
2005	—	4	2
2004	—	4	1
2000	—	3	1

Hired Firms

Lobbying firms retained by this client; amounts are client-reported expenses when available

Firm Name	Reported Spend	Filings
MANAGED FUNDS ASSOCIATION	$89,120,000	91
AVOQ, LLC	—	60
SQUIRE PATTON BOGGS	—	48
WILLIAMS AND JENSEN, PLLC	—	50
THE OB-C GROUP, LLC	—	52
ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG)	—	39
MINDSET ADVOCACY, LLC	—	57
FIERCE GOVERNMENT RELATIONS	—	30
FEDERAL HALL POLICY ADVISORS, LLC	—	26
PORTERFIELD, FETTIG & SEARS, LLC	—	24
BLUE RIDGE LAW & POLICY, P.C.	—	26
FIERCE, ISAKOWITZ & BLALOCK	—	17
THE NICKLES GROUP, LLC	—	8
T CAP SOLUTIONS, LLC	—	19
PRICEWATERHOUSECOOPERS	—	13

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
SENATE	636
HOUSE OF REPRESENTATIVES	619
Treasury, Dept of	180
Commodity Futures Trading Commission (CFTC)	157
Securities & Exchange Commission (SEC)	109
Executive Office of the President (EOP)	57
Federal Reserve System	42
Labor, Dept of (DOL)	26
Federal Deposit Insurance Corporation (FDIC)	25
Internal Revenue Service (IRS)	22
Office of the Comptroller of the Currency (OCC)	22
White House Office	21
Agriculture, Dept of (USDA)	3
Federal Trade Commission (FTC)	2
Natl Economic Council (NEC)	2

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	476
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	430
Agriculture	Agriculture	113
Banking	Banking	81
Bankruptcy	Bankruptcy	44
Retirement	Retirement	31
Commodities (big ticket)	Commodities (big ticket)	27
Communications/Broadcasting/Radio/TV	Communications/Broadcasting/Radio/TV	11
Budget/Appropriations	Budget/Appropriations	9
Labor Issues/Antitrust/Workplace	Labor Issues/Antitrust/Workplace	6
Trade (domestic/foreign)	Trade (domestic/foreign)	4
Immigration	Immigration	3
Computer Industry	Computer Industry	1
Law Enforcement/Crime/Criminal Justice	Law Enforcement/Crime/Criminal Justice	1
Small Business	Small Business	1

Bills Explicitly Cited (25)

Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded

H.R. 1091119th Congress

Carried Interest Fairness Act of 2025

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Carried interest. Taxation of investments.

Client expense: $1,130,000 · Firm income: —

Matched citations: H.R. 1091

H.R. 2225119th Congress

Access to Small Business Investor Capital Act

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.

Client expense: $1,130,000 · Firm income: —

Matched citations: H.R. 2225

H.R. 3383119th Congress

Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.

Client expense: $1,130,000 · Firm income: —

Matched citations: H.R. 3383

H.R. 3633119th Congress

Digital Asset Market Clarity Act

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.

Client expense: $1,130,000 · Firm income: —

Matched citations: H.R. 3633

Show 21 more cited filings

H.R. 3682119th Congress

Financial Stability Oversight Council Improvement Act of 2025

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.

Client expense: $1,130,000 · Firm income: —

Matched citations: H.R. 3682

H.R. 5748119th Congress

Retirement Investment Choice Act

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.

Client expense: $1,130,000 · Firm income: —

Matched citations: H.R. 5748

H.R. 6161119th Congress

SEC Data Protection Act

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.

Client expense: $1,130,000 · Firm income: —

Matched citations: H.R. 6161

H.R. 8125119th Congress

CFTC Proprietary Information Act of 2026

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 8125, CFTC Proprietary Information Act of 2026 Protection for sensitive and proprietary data. Commodities and future regulation.

Client expense: $1,130,000 · Firm income: —

Matched citations: H.R. 8125

S. 1808119th Congress

Access to Small Business Investor Capital Act

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.

Client expense: $1,130,000 · Firm income: —

Matched citations: S. 1808

S. 3578119th Congress

Financial Stability Oversight Council Improvement Act of 2025

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 2225/S. 1808, Access to Small Business Investor Capital Act H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act Regulation and oversight of investment advisers and companies. Equity market structure. Capital formation. Treasury markets. Private credit. Protection for sensitive and proprietary data. AML/beneficial ownership. Investment screening. Nonbank regulation. Systemic risk regulation. Expanding access to alternative investments. Digital assets and cryptocurrencies. Artificial intelligence.

Client expense: $1,130,000 · Firm income: —

Matched citations: S. 3578

S. 445119th Congress

Carried Interest Fairness Act of 2025

2026 · third_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Carried interest. Taxation of investments.

Client expense: $1,130,000 · Firm income: —

Matched citations: S. 445

H.R. 1091119th Congress

Carried Interest Fairness Act of 2025

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Carried interest. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments.

Client expense: $1,100,000 · Firm income: —

Matched citations: H.R. 1091

H.R. 3383119th Congress

Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.

Client expense: $1,100,000 · Firm income: —

Matched citations: H.R. 3383

H.R. 3633119th Congress

Digital Asset Market Clarity Act

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.

Client expense: $1,100,000 · Firm income: —

Matched citations: H.R. 3633

H.R. 3682119th Congress

Financial Stability Oversight Council Improvement Act of 2025

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.

Client expense: $1,100,000 · Firm income: —

Matched citations: H.R. 3682

H.R. 3838119th Congress

Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.

Client expense: $1,100,000 · Firm income: —

Matched citations: H.R. 3838

H.R. 5166119th Congress

Financial Services and General Government Appropriations Act, 2026

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 5166, Financial Services and General Government Appropriations Act, 2026 H.R. 8115, CFTC Proprietary Information Act of 2026 Protection for sensitive and proprietary data.

Client expense: $1,100,000 · Firm income: —

Matched citations: H.R. 5166

H.R. 5748119th Congress

Retirement Investment Choice Act

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.

Client expense: $1,100,000 · Firm income: —

Matched citations: H.R. 5748

H.R. 6161119th Congress

SEC Data Protection Act

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.

Client expense: $1,100,000 · Firm income: —

Matched citations: H.R. 6161

H.R. 8115119th Congress

Precision Brain Health Research Act of 2026

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 5166, Financial Services and General Government Appropriations Act, 2026 H.R. 8115, CFTC Proprietary Information Act of 2026 Protection for sensitive and proprietary data.

Client expense: $1,100,000 · Firm income: —

Matched citations: H.R. 8115

S. 2296119th Congress

National Defense Authorization Act for Fiscal Year 2026

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.

Client expense: $1,100,000 · Firm income: —

Matched citations: S. 2296

S. 3578119th Congress

Financial Stability Oversight Council Improvement Act of 2025

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues / beneficial ownership. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Private credit regulation. Treasury market structure.

Client expense: $1,100,000 · Firm income: —

Matched citations: S. 3578

S. 445119th Congress

Carried Interest Fairness Act of 2025

2026 · second_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Carried interest. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments.

Client expense: $1,100,000 · Firm income: —

Matched citations: S. 445

H.R. 1091119th Congress

Carried Interest Fairness Act of 2025

2026 · first_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Pass-through entity taxes. International retaliatory taxes. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments. Proposed Section 899 of the Internal Revenue Code - related to retaliatory taxes on applicable persons from foreign countries. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Carried interest.

Client expense: $1,630,000 · Firm income: —

Matched citations: H.R. 1091

H.R. 3383119th Congress

Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025

2026 · first_quarter · Firm: MANAGED FUNDS ASSOCIATION

Open original LDA filing ↗

Cited source text and reported amounts

H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 H.R. 3633, Digital Asset Market Clarity Act of 2025 H.R. 3682/S. 3578, Financial Stability Oversight Council Improvement Act of 2025 Financial Services and General Government FY 2027 Appropriations Act, 2026 H.R. 3838, Streamlining Procurement for Effective Execution and Delivery and National Defense Authorization Act for Fiscal Year 2026 H.R. 5748, Retirement Investment Choice Act H.R. 6161, SEC Data Protection Act S. 2296, National Defense Authorization Act for Fiscal Year 2026 Regulation and oversight of investment advisers. Equity market structure issues including electronic and algorithmic trading. Protection for sensitive and proprietary data. Nonbank regulation. AML issues. Financial Stability Oversight Council (FSOC) interpretive guidance regarding authority to require supervision and regulation of certain nonbank financial companies. Retail access to alternatives. Accredited investor definition. Capital formation. Increasing initial public offerings (IPOs). Form PF rule. Beneficial ownership. Investment limitations on foreign assets. Outbound investment review process. Short selling. Digital assets and cryptocurrencies. Artificial intelligence. Securities lending. Private credit regulation. Treasury market structure.

Client expense: $1,630,000 · Firm income: —

Matched citations: H.R. 3383

Source: Senate LDA