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PE Glossary

Hurdle Rate

Hurdle Rate · The minimum return that a fund must achieve before the GP earns carried interest. The standard PE hurdle rate is 8% per annum, though it varies by fund.

Example

A fund's LP agreement sets an 8% annual hurdle rate. If the fund returns less than 8% IRR, the GP earns no carried interest. Above 8%, the GP receives 20% of excess returns (often after a catch-up provision that lets the GP catch back up to a 20% share of total profits).

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