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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
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
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