Charles Schwab & Co Inc
-
Fund Custodian
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Type
Result
AUM
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
1300
1040
780
520
260
0
2011
2016
2021
2026
Fund
Firm
Onset
AUM
HCP WPPE XII Investors-A LP
Pathstone Family Office LLC
2016
8.3 M
Lemuel VI LLC
freeGulliver LLC
2015
8.2 M
Growth Capital Energy LP
Corient IA LLC
2012
8.2 M
AWM Venture Fund III LLC
AWM Capital LLC
2022
8.1 M
Berkshire Partnership
Berkshire Asset Management LLC
2012
8.1 M
AOF Tactical Opportunities Fund LP
AOF Management LLC
2025
8.0 M
Windermere Opportunistic Fund Series of Windermere Jupiter Fund LLC
Convergent Wealth Advisors LLC
2012
8.0 M
CornerStone Real Estate Fund IV LP
Pathstone Family Office LLC
2016
8.0 M
Goff MCEP II LP
Goff Focused Strategies LLC
2019
8.0 M
Ninepeaks Multi-Strategy Insurance Fund Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2012
8.0 M
Cypress Real Estate Funds II LP
Cresset Asset Management LLC
2012
8.0 M
Lakeside Income & Growth Fund LLC
Marshall & Sullivan Inc
2014
8.0 M
SP Goal-Line Growth Fund LP
Steelpeak Wealth LLC
2024
7.9 M
CIS Venture Partners 2013
Connors Investor Services Inc
2024
7.9 M
CIS Aggressive Growth Partners
Connors Investor Services Inc
2012
7.8 M
HCP BF 1819 Investors LP
Pathstone Family Office LLC
2019
7.7 M
Madison Business Park Investments LLC
CIG Asset Management Inc
2012
7.7 M
Convergence Fund I LP
Fortis Advisors LLC
2016
7.7 M
Dexter Balter Fund LLC
Balter Capital Management LLC
2012
7.7 M
Annandale Global Select Strategies Fund LP
Annandale Capital LLC
2012
7.7 M
Palisades Fund LP
Elgethun Capital Management
2013
7.6 M
CIS Index Overwrite Partners
Connors Investor Services Inc
2012
7.6 M
HCP CDH V Investors LP
Pathstone Family Office LLC
2013
7.6 M
WMS Real Estate Opportunity Fund LLC
WMS Partners LLC
2012
7.6 M
Alethea Biotech Fund LP
Alethea Capital Management LLC
2014
7.6 M
Cypress Real Estate Income Fund 2015 LP
Cresset Asset Management LLC
2016
7.5 M
Granite Harbor - West Allis Investors LP
Granite Harbor Advisors Inc
2023
7.5 M
New Lantern Hedged Equity Fund LP
Investment Research Partners LLC
2024
7.4 M
Ridgewood Select Value Funds
Ridgewood Investments LLC
2019
7.4 M
CornerStone Real Estate Fund III LP
Pathstone Family Office LLC
2014
7.4 M
Navigator Diversified Strategies Fund LLC
C & I Partners
2012
7.4 M
SL Capital Alternatives Fund I LP
SLT Holdings LLC
2026
7.4 M
Equinox Alternative Offshore Fund LP
Manchester Capital Management LLC
2012
7.4 M
H&B Equity Ventures Fund II LLC
Homrich & Berg Inc
2012
7.4 M
Cygnet Fund 2024 LP
Swan Capital LLC
2024
7.4 M
CIS Microcap Growth Partners
Connors Investor Services Inc
2012
7.4 M
McCutchen Group Investment Fund Series LLC 2011 Opportunistic Portfolio
Corient IA LLC
2012
7.3 M
Opportunity Partners Crestline Fund LLC
Cresset Asset Management LLC
2017
7.2 M
Algonquin Special Opportunities Fund I LP
Sage Advisors LLC
2012
7.2 M
Permit QOZ Fund I LLC
Sage Advisors LLC
2021
7.2 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
RBE Capital Partners Fund LP
Morton Capital Management LLC
2021
7.0 M
Oncology Ventures Fund I-A LP
Oncology Ventures LLC
2025
7.0 M
SFM Private Equity I LP
Signature Financial Management Inc
2012
7.0 M
Southeastern Micro-Cap Financial Services Fund LP
Bonaventure Capital LLC
2012
6.9 M
Talson Discover 3C1 Fund LP
Talson Capital Management LP
2021
6.9 M
KStone Municipal Opportunities Fund LP
One Oak Capital Management LLC
2020
6.9 M
Cypress Int'l Equity Fund LP
Cresset Asset Management LLC
2012
6.8 M
Saa-Tiger 15 LLC
Southeast Asset Advisors LLC
2022
6.8 M
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