Updated versions of two closed-end fund reports for estimating DLOC

BVWireIssue #234-5
March 30, 2022

discounts & premiums
discount for lack of control (DLOC), family limited partnership (FLP), discount

Closed-end fund (CEF) data are commonly used to derive discounts for lack of control (DLOC) for closely held holding companies invested in marketable securities. Updated versions (to February 2022) of two sources of CEF data, prepared by Bruce A. Johnson and James R. Park (Partnership Profiles), are now available:

Price: $249 each.

Please let us know if you have any comments about this article or enhancements you would like to see.