Business & Commerce

SEC Notice of Application for Co-Investment Relief: Lord Abbett Private Credit Fund et al.

🇺🇸United States··Notice·Medium Impact·View source ↗

AI-generated summary for informational purposes only. Not legal advice. See the original source for the authoritative text.

🇬🇧 English

The Securities and Exchange Commission published a notice on March 25, 2026 regarding an application filed by Lord Abbett Private Credit Fund and multiple affiliated entities. The applicants are seeking an order under sections 17(d) and 57(i) of the Investment Company Act of 1940 and rule 17d-1 to allow certain business development companies (BDCs) and closed-end management investment companies to engage in joint transactions with each other and with affiliated investment entities. These co-investments would otherwise be prohibited by sections 17(d) and 57(a)(4) of the Act. The application was originally filed on May 28, 2025 and has undergone multiple amendments, with the latest on February 5, 2026. Interested parties may request a hearing by April 21, 2026.

AI-generated summary. May contain errors. Refer to official sources for legal decisions.

Key Changes

  • Grants relief under Sections 17(d) and 57(i) of the 1940 Act and Rule 17d-1 for co-investments
  • Application filed May 28, 2025 with amendments through February 5, 2026
  • Hearing requests must be received by April 21, 2026 at 5:30 p.m. Eastern time

+ 3 more changes with Pro

Obligations

What this law requires

high

Interested parties seeking a hearing on the co-investment relief application must submit a written request by email to Secretarys-Office@sec.gov and serve a copy on the Applicants by the deadline of 5:30 p.m. Eastern time on April 21, 2026, including proof of service as an affidavit or certificate of service.

Interested parties requesting a hearing on the application
operational
high

Hearing requests must include the file number (812-15816), state the nature of the requestor's interest, any facts bearing upon the desirability of a hearing, the reason for the request, and the issues contested, pursuant to rule 0-5 under the Investment Company Act.

Interested parties requesting a hearing on the application
disclosure
high

The applicant entities (Lord Abbett Private Credit Fund and affiliated entities) must comply with sections 17(d) and 57(a)(4) of the Investment Company Act of 1940 and rule 17d-1 unless an order granting relief is issued by the SEC.

Lord Abbett Private Credit Fund and all listed affiliated applicant entities
prohibition
medium

The applicants must maintain and make available their third amended and restated application filed February 5, 2026, including representations, legal analysis, and conditions, accessible via the SEC's EDGAR system for File No. 812-15816.

Lord Abbett Private Credit Fund and affiliated applicant entities
operational
high

Business development companies and closed-end management investment companies cannot engage in joint co-investment transactions with each other and affiliated investment entities in portfolio companies unless the SEC grants the requested order under sections 17(d) and 57(i) of the Act and rule 17d-1.

All applicant BDCs and closed-end management investment companies listed in the application
prohibition

Affected Parties

Business Development Companies (BDCs)Closed-end management investment companies+3 more…

Tags

co-investment,BDC,Investment Company Act