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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

Fund	Firm	Onset	AUM
CCA Aggressive Return Insurance Fund Series Interests of the SALI Multi-Series Fund LP	SALI Fund Management LLC	2014	4.4 M
The Augusta Fund	Augusta Capital Investors LLC	2013	4.4 M
Freestone Capital Partners Ltd	Freestone Capital Management LLC	2012	4.2 M
Meteoric LP	Guild Investment Management Inc	2012	4.0 M
Declaration 56 Capital Partners Fund LP	Spouting Rock Asset Management LLC	2014	4.0 M
Falcon Performance Fund LP	Fogel Capital Management Inc	2014	4.0 M
CCA Core Return Insurance Fund Series Interests of the SALI Multi-Series Fund LP	SALI Fund Management LLC	2014	3.9 M
Deep Blue Performance Fund II LP	Deep Blue Capital Management LP	2013	3.7 M
Ellevity Partners LLC	Manhattan Advisory Services Inc	2024	3.6 M
Flagship Fund By Alpha Principle LP	Alpha Principle LLC	2021	3.2 M
K Investments VI LLC	Klingenstein Fields & Co LP	2012	3.2 M
Equinox Private Equity Fund IV LP	Manchester Capital Management LLC	2025	3.1 M
Rocky Mountain Capital Fund LP	Capstone Investment Financial Group LLC	2015	3.0 M
Polaris Point LP	Bluestone Capital Management LLC	2021	2.9 M
DaVinci Fund LP	Carmel Capital Partners LLC	2012	2.9 M
Opportunistic Private Allocation Fund LLC - Series A	Jason A Prattes Financial Inc	2024	2.8 M
Klingenstein Fields Global Fund LP	Klingenstein Fields & Co LP	2012	2.8 M
Rosebury LP	Guild Investment Management Inc	2012	2.7 M
Opal Sheppard Opportunities Fund I LP	Opal Advisors LLC	2017	2.7 M
K Investments IV LLC	Klingenstein Fields & Co LP	2012	2.6 M
Jbglobal Fund LP	Jbglobalcom LLC	2012	2.6 M
Directed Impact Fund LP	Impact Cap Management LLC	2020	2.5 M
Cardinal Value Equity Partners LP	Cardinal Capital Management LLC	2012	2.3 M
Q2 Partners	Quantitative Asset Management LLC	2015	2.3 M
Petra T Fixed Income Fund LLC	Petra Financial Advisors Inc	2012	2.3 M
Ivy Halo I LLC	Ivy Equities II LLC	2021	2.2 M
Historic Preservation Fund LLC	Preservation Fund Management LLC	2012	2.2 M
Freestone Opportunity Partners LP	Freestone Capital Management LLC	2012	2.2 M
Regency Capital Management Fund LP	Regency Capital Management Inc	2023	2.1 M
Lane Trading Partners LP	Lane Brothers & Co Inc	2012	2.0 M
East Pier Capital LP	Eagle Ridge Investment Management LLC	2012	1.8 M
ICF Scholarship Impact Fund LP	Impact Cap Management LLC	2023	1.8 M
Visionsquare Fund LP	Visionsquare Fund LP	2025	1.8 M
Regents Partners Low Volatility Fund LP	Regents Partners LLC	2024	1.7 M
Equinox Venture Capital Fund LP	Manchester Capital Management LLC	2012	1.7 M
RS Focus Fund LLC	RS Investment Management Co LLC	2012	1.6 M
Coyote One LLC	Oasis Investment Strategies LLC	2021	1.6 M
Blackpoint LT Partners LLC	Skyview Investment Advisors LLC	2020	1.6 M
Darkhorse Opportunity Fund	Berkshire Asset Management LLC	2012	1.5 M
K Investment Partners LP III	Klingenstein Fields & Co LP	2012	1.3 M
MMI Fund LLC	Bradley Foster & Sargent Inc	2012	1.1 M
K Investments V LLC	Klingenstein Fields & Co LP	2012	1.1 M
Toro Capital Income Fund LP	Toro Partners Capital Management LLC	2016	0.9 M
Regents Park Equity Fund LP	Regents Partners LLC	2022	0.9 M
Equinox Private Equity Fund LP	Manchester Capital Management LLC	2012	0.8 M
WST Income Fund I LLC	Wilbanks Smith & Thomas Asset Management LLC	2020	0.7 M
Southern Avenue Partners LP	Coleman River Capital LLC	2012	0.6 M
ACIA Asset Allocation Fund LP	Allen Investment Management LLC	2012	0.6 M
Dalarne Partners LP	Dunvegan Associates Inc	2012	0.6 M
GT Insurance II LP	Gerber/Taylor Management LLC	2018	0.4 M
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