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Type	Result	AUM ($B)

Charles Schwab & Co Inc
Role	Fund Custodian
Rank	#189 by total fund AUM
Funds	1,253
Fund AUM	121.2 B
Firm	View adviser / firm page →

Cumulative Funds

Fund	Firm	Onset	AUM
Yield Pool LP	Signature Financial Management Inc	2013	17.0 M
Goff MCF Partners LP	Goff Focused Strategies LLC	2019	17.0 M
Cypress Domestic Equity Low Vol II LP	Cresset Asset Management LLC	2013	16.9 M
Treble Range Partners III LLC	Bonaventure Capital LLC	2022	16.8 M
Weik Small-Cap Partners	Weik Capital Management Inc	2012	16.7 M
Trademark Capital Risk Managed Income Fund LP	Trademark Capital Management Inc	2022	16.5 M
Regents Partners Equity Fund LP	Regents Partners LLC	2022	16.4 M
BCS Family Fund LP	Bernard Caroli Wealth Management Inc	2023	16.4 M
Hunter Diversified Fund LLC	Hunter Perkins Capital Management LLC	2021	16.3 M
Short Term US Treasury Insurance Fund Series Interests of the SALI Multi-Series Fund LP	SALI Fund Management LLC	2012	16.2 M
Admiral Capital Group Fund LLC	ATON Financial LLC	2025	16.0 M
AW Jones Select Opportunities Fund I LP	AW Jones Advisors LLC	2026	16.0 M
BBR Private LP - Real Assets Class - Sub-Class 2026		2026	15.9 M
100-5	Stevard LLC	2016	15.8 M
Leonid Credit Income Fund Parallel LP	Leonid Capital Partners LLC	2025	15.8 M
CAIN5 LP	Southwind Associates of NJ Inc	2018	15.6 M
McCutchen Group Investment Fund Series LLC 2014 Opportunistic Portfolio	Corient IA LLC	2014	15.5 M
Spottail Partners LP	Cedar Cove Capital LLC	2025	15.5 M
Mariner 2019 Private Opportunities Fund LP	1248 Partners LLC	2020	15.5 M
GT Fixed Income Fund LP	Gerber/Taylor Management LLC	2012	15.4 M
Income Opportunity Fund II LP	HB Wealth Management LLC	2014	15.3 M
Legacy SSN SPV LLC	Wilbanks Smith & Thomas Asset Management LLC	2021	15.2 M
BBR Private LP - Private Equity Class - Sub-Class 2026		2026	15.2 M
Pinnacle Income Partners LLC	Pinnacle Holdings LLC	2012	15.1 M
WMC International Fund LLP	Cresset Asset Management LLC	2012	15.1 M
WMS Private Income Fund I LLC	HB Wealth Management LLC	2025	15.1 M
APC- Park Central LLC	Berkeley Capital Partners LLC	2023	15.1 M
LRHF II Holding Company LLC	Laird Norton Wetherby Wealth Management LLC	2018	15.0 M
Class VI Accelerator Fund I LP	Class VI Ventures LLC	2023	14.9 M
WCERS Opportunity Fund LP	Steward Capital Management Inc	2015	14.8 M
Coastedge Focus Fund Offshore LLC	Coastedge Partners LLC	2012	14.4 M
SCS Insurance Global Series I Series Interests of the SALI Multi-Series Fund LP	SALI Fund Management LLC	2012	14.4 M
805-2135054767	BFSG LLC	2012	14.4 M
Trinity Legacy Dynamic Options Fund I LP	Trinity Legacy Partners LLC	2020	14.1 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
Chg-Credit LLC	Cypress Investment Management LLC	2023	14.1 M
BCM Credit Opportunities Fund LP	Balter Capital Management LLC	2012	14.0 M
HCP Real Estate Fund IV-A LP	Pathstone Family Office LLC	2023	13.9 M
A/Y Digital Holdings LP	Ackerman Capital Advisors LLC	2024	13.8 M
HCP Private Equity Fund X LP	Pathstone Family Office LLC	2022	13.8 M
Equinox Venture Capital Fund III LP	Manchester Capital Management LLC	2013	13.7 M
Bonaparte Partners L P	Regent Investment Management LLC	2012	13.6 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
Goalvest Pre-IPO Growth Fund LP	Goalvest Advisory LLC	2022	13.4 M
Backcountry Investment Partnership LP	Lind Capital Partners LLC	2013	13.4 M
Klingenstein Fields Venture Fund III LP	Klingenstein Fields & Co LP	2023	13.3 M
HCP Absolute Return Fund Master Feeder LLC	Pathstone Family Office LLC	2012	13.3 M
SWP Strategic Income LLC	Strategic Wealth Partners Group LLC	2017	13.2 M
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