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Type	Result	AUM ($B)

Charles Schwab & Co Inc
Role	Fund Broker
Rank	#231 by total fund AUM
Funds	332
Fund AUM	61.8 B

Cumulative Funds

Fund	Firm	Onset	AUM
HCP Energy and Natural Resources Fund LP	Pathstone Family Office LLC	2015	22.7 M
Adam Smith Fund LLC	Cherry Tree Wealth Management LLC	2012	22.5 M
Artegius Income and Growth Fund LLC	Artegius Capital Inc	2022	22.5 M
Saber Capital Partners II LP	Saber Capital Management LLC	2022	22.5 M
GT US Fund LP	Gerber/Taylor Management LLC	2012	22.4 M
Regents Partners Fund LP	Regents Partners LLC	2024	22.3 M
Equinox Venture Capital Fund II LP	Manchester Capital Management LLC	2012	22.0 M
Atalanta Variable Fund LP	Atalanta Sosnoff Capital LLC	2012	21.9 M
HCP Real Estate Fund LP	Pathstone Family Office LLC	2015	20.6 M
Silvercrest Jefferson Fund Ltd	Silvercrest Asset Management Group LLC	2015	20.5 M
Berkshire Growth Fund	Berkshire Asset Management LLC	2012	20.2 M
Bard Micro-Cap Value Fund LP	Bard Associates Inc	2012	19.2 M
Barnett US Equity Fund LP	Barnett Capital Advisors LLC	2024	19.1 M
Akanthos SPV1 LLC	Akanthos Capital Management LLC	2018	19.0 M
Andina Performex Series of Copperstone Multi-Series IDF LP	Andina Capital Management LLC	2018	18.0 M
Talon Fund LP	Selway Asset Management Inc	2012	17.8 M
Prescott Group Tradition Fund LP	Prescott Group Capital Management LLC	2012	17.4 M
Washington Growth Fund LP	Washington Growth Strategies LLC	2015	17.2 M
Regents Partners Equity Fund LP	Regents Partners LLC	2022	16.4 M
100-5	Stevard LLC	2016	15.8 M
GT Fixed Income Fund LP	Gerber/Taylor Management LLC	2012	15.4 M
Legacy SSN SPV LLC	Wilbanks Smith & Thomas Asset Management LLC	2021	15.2 M
Innovatus Structured Credit Real Estate Fund I LP	Innovatus Capital Partners LLC	2018	14.8 M
Coastedge Focus Fund Offshore LLC	Coastedge Partners LLC	2012	14.4 M
Equinox Venture Capital Fund VI LP	Manchester Capital Management LLC	2019	14.1 M
Rosemawr Capital II LP	Rosemawr Management LLC	2015	14.1 M
Equinox Venture Capital Fund III LP	Manchester Capital Management LLC	2013	13.7 M
HCP Real Assets Fund III LP	Pathstone Family Office LLC	2012	13.6 M
McCormick Equity Partners LLC	CTM Capital Management LLC	2012	13.6 M
Klingenstein Fields Venture Fund III LP	Klingenstein Fields & Co LP	2023	13.3 M
Pinetree Partners LLC	Eidelman Virant Capital	2012	13.2 M
Hawser Capital Opportunity Trading Fund LP	Hawser Capital Partners LLC	2020	12.8 M
100-10	Stevard LLC	2016	12.8 M
Altfest Alternative Value Fund I LLC	LJ Altfest & Co Inc	2014	12.6 M
Gravity Long-Biased Fund LP	Gravity Capital Management LLC	2020	12.5 M
US Affordable Housing Fund 1 LP	Hohimer Wealth Management LLC	2024	12.4 M
FWG Capital Fund LP	FWG Investment Management LLC	2022	12.4 M
Miller Global Partners LP	Miller Global Investments LLC	2018	12.3 M
Klingenstein Fields Asia Fund LP	Klingenstein Fields & Co LP	2012	12.1 M
Itasca Capital Partners LLC	White Pine Capital LLC	2012	11.9 M
Precog Capital Partners LP	Mittleman Investment Management LLC	2012	11.8 M
Parian Ultreia LP	Parian Global Management LP	2026	11.6 M
MIS Equity Strategies LP	Millennium Investment Services	2016	11.2 M
Regents Partners Equity Alpha Fund LP	Regents Partners LLC	2022	11.2 M
Regents Partners Tactical Equity Fund LP	Regents Partners LLC	2022	11.2 M
Freestone Capital Qualified Partners LP	Freestone Capital Management LLC	2012	11.1 M
CIS Balanced Investment Partners II	Connors Investor Services Inc	2017	10.9 M
Seelaus Housing Equality Fund LP	Seelaus Asset Management LLC	2024	10.8 M
Rockefeller US Small Cap ESG Fund LP	Rockefeller & Co LLC	2012	10.8 M
ASA Tax Advantaged Relative Value Fund LP	ASA Managed Account Managers LLC	2014	10.7 M
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