Charles Schwab & Co Inc
-
Fund Broker
Home
|
Sign Up
|
Log In
Search
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Type
Result
AUM
Charles Schwab & Co Inc
Role
Fund Broker
Rank
#107 by total fund AUM
Funds
332
Fund AUM
61.78 B
Firm
View adviser / firm page →
Cumulative Funds
350
280
210
140
70
0
2011
2016
2021
2026
Fund
Firm
Onset
AUM
Opportunistic Private Allocation Fund LLC - Series B
Jason A Prattes Financial Inc
2024
10.1 M
Achtinon Capital Partners LP
Lountzis Asset Management LLC
2012
10.1 M
GHP International Reform and Development Fund LP
GHP Investment Advisors Inc
2012
10.1 M
Hadleigh Fund
Taylor Hoffman Capital Management LLC
2020
9.9 M
Chartwell Family Fund TF1 LP
Focus Partners Wealth LLC
2012
9.8 M
K Investments VIII LLC
Klingenstein Fields & Co LP
2014
9.7 M
Equinox Asia Overlook Fund LP
Manchester Capital Management LLC
2012
9.6 M
K Investments VII LLC
Klingenstein Fields & Co LP
2012
8.9 M
Equinox Private Equity Fund III LP
Manchester Capital Management LLC
2020
8.9 M
EBS Partners LP
Eubel Brady & Suttman Asset Management Inc
2012
8.7 M
Talson Systematic Insurance Fund LP
Talson Capital Management LP
2024
8.2 M
Berkshire Partnership
Berkshire Asset Management LLC
2012
8.1 M
ASA Municipal Convergence Fund LP
ASA Managed Account Managers LLC
2014
8.1 M
CIS Aggressive Growth Partners
Connors Investor Services Inc
2012
7.8 M
Chartwell Family Fund LP
Focus Partners Wealth LLC
2012
7.8 M
Sterne AGEE Asia Fund LP
Seabridge Investment Advisors LLC
2012
7.7 M
CIS Index Overwrite Partners
Connors Investor Services Inc
2012
7.6 M
Branzan Alternative Opportunities Fund LLLP
Branzan Investment Advisors Inc
2012
7.5 M
Equinox Alternative Offshore Fund LP
Manchester Capital Management LLC
2012
7.4 M
CIS Microcap Growth Partners
Connors Investor Services Inc
2012
7.4 M
HCP Private Equity Fund IV LP
Pathstone Family Office LLC
2012
7.0 M
PPWM Fund I LLC
Pacific Point Advisors LLC
2022
7.0 M
Lemonade Fund By Alpha Principle LP
Alpha Principle LLC
2021
7.0 M
Wertheim Ticket Fund LLC
Klingenstein Fields & Co LP
2012
6.7 M
US Residential Development Fund
Hohimer Wealth Management LLC
2026
6.4 M
Matrix Aggressive Value Partners LP
Matrix Asset Advisors Inc
2012
6.2 M
Talson Insurance Series - Silvercrest Insurance Series
Talson Capital Management LP
2026
6.2 M
WST Income Fund II LLC
Wilbanks Smith & Thomas Asset Management LLC
2021
6.2 M
ODIN Raven Fund LP
ODIN Capital Management LLC
2013
6.1 M
SP Long-Short Equity Strategy LP
Steelpeak Wealth LLC
2023
6.0 M
Local Economies Income Fund LLC
Progressive Investment Management Corporation
2012
6.0 M
Alphaeus Select LLC
LCM Global Partners LLC
2012
6.0 M
Cobblestone Private Income Fund LP
CapFinancial Partners LLC
2013
5.8 M
Equinox Venture Capital Fund VII LP
Manchester Capital Management LLC
2021
5.5 M
PSG Opportunity Fund
The Portfolio Strategy Group Inc
2012
5.5 M
Freestone Capital Partners LP
Freestone Capital Management LLC
2012
5.4 M
TMG Investment Fund LP
The Mitchell Group Inc
2017
5.3 M
HCP Real Assets Fund II LP
Pathstone Family Office LLC
2012
5.1 M
Sailfish Fund LLC
Narwhal Capital Managment LLC
2012
5.0 M
Delphi Alpha Fund LLC
Corestates Capital Advisors LLC
2012
5.0 M
Regents Partners Equity Fund II LP
Regents Partners LLC
2022
5.0 M
Opportunistic Private Allocation Fund LLC - Series C
Jason A Prattes Financial Inc
2026
5.0 M
KWK Special Situations 1 LP
KWK Management LLC
2025
4.9 M
Lexion Alpha Fund LP
Lexion Capital Management LP
2021
4.8 M
Petra TF Fixed Income Fund LLC
Petra Financial Advisors Inc
2012
4.8 M
Robbins Capital Partners LP
Robbins Capital Management LLC
2012
4.7 M
RA Concept I LLC
Research Affiliates LLC
2023
4.7 M
XLCR Special Situations I LP
XLCR Capital LLC
2016
4.7 M
Equinox Resources Fund LP
Manchester Capital Management LLC
2012
4.5 M
Innovatus Structured Credit Real Estate Offshore Fund I LP
Innovatus Capital Partners LLC
2018
4.4 M
Prev
| Page 5 |
Next
Terms
|
Privacy
|
Providers
|
Companies
|
Guide
tony@aum13f.com
{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}
{"uid": 233267148, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
347615568