Charles Schwab & Co Inc
-
Fund Custodian
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 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
Wertheim Ticket Fund LLC
Klingenstein Fields & Co LP
2012
6.7 M
Fortis Private Strategies I LLC
Fortis Advisors LLC
2025
6.7 M
Upper Pines Capital LP
Reynolds Group Private Investment Counselors LLC
2014
6.6 M
Tag Credit Opportunities Fund Series of Tag Series Fund LLC
Tag Associates LLC
2025
6.6 M
FMP Generation Asia LLC
Matter LLC
2016
6.6 M
ZCA Apex Corporate Partners LLC
Sequoia Financial Advisors LLC
2018
6.6 M
Goff Ren Holdings LLC
Goff Focused Strategies LLC
2017
6.5 M
Growth Capital QP Diversified Fund LP
Corient IA LLC
2015
6.5 M
US Residential Development Fund
Hohimer Wealth Management LLC
2026
6.4 M
Cypress Natural Resources Investment Funds LP
Cresset Asset Management LLC
2012
6.4 M
Golden Bay Investment Fund II LLC
Union Square Investment Co
2024
6.3 M
SYON Capital AST LP
SYON Capital LLC
2026
6.3 M
Outrunner Capital - SPV IV LLC
Outrunner Capital LLC
2026
6.3 M
Talson Discover Qualified Fund LP
Talson Capital Management LP
2021
6.3 M
Cypress Venture Capital Fund LP
Cresset Asset Management LLC
2016
6.2 M
Talson Insurance Series - Silvercrest Insurance Series
Talson Capital Management LP
2026
6.2 M
HCRE Edge LLC
Hamilton Capital LLC
2025
6.2 M
WST Income Fund II LLC
Wilbanks Smith & Thomas Asset Management LLC
2021
6.2 M
Freedom Income Fund I Series
Ridgewood Investments LLC
2015
6.1 M
ODIN Raven Fund LP
ODIN Capital Management LLC
2013
6.1 M
Soteria Fund LP
Trivant Custom Portfolio Group LLC
2019
6.1 M
CP Yield Fund LP
Corient IA LLC
2022
6.0 M
Genesis Asset Opportunity Fund LP
Genesis Capital Advisors LLC
2012
6.0 M
SP Long-Short Equity Strategy LP
Steelpeak Wealth LLC
2023
6.0 M
Concentrated Active Equity Strategies LLC
Robson Investment Strategies LLC
2018
6.0 M
ZCA Front Street QOF LLC
Sequoia Financial Advisors LLC
2020
6.0 M
Berkeley Ventures I LLC
Berkeley Capital Partners LLC
2017
5.9 M
MPWM Leonard Green Equity Fund IX LP
Institute for Wealth Management LLC
2025
5.9 M
Partners Capital Condor Fund IV LP
Partners Capital Investment Group LLP
2012
5.8 M
Cobblestone Private Income Fund LP
CapFinancial Partners LLC
2013
5.8 M
Socal Catalyst Fund I LP
Pasadena Private Wealth LLC
2024
5.7 M
SYON Capital PL 10 LP
SYON Capital LLC
2026
5.7 M
Stable Value Portfolio LP
Alliance Advisory & Securities LLC
2012
5.5 M
Octavia Capital Opportunities Fund LP
freeGulliver LLC
2022
5.5 M
Tag Associates Insurance Fund Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2014
5.5 M
Equinox Venture Capital Fund VII LP
Manchester Capital Management LLC
2021
5.5 M
Steamboat Fund LP
Diastole Wealth Management Inc
2012
5.5 M
PLRP Capital LP
SYON Capital LLC
2026
5.5 M
McCabe Multi-Manager Insurance Fund Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2012
5.4 M
JFG Fund LLC
Johnson Financial Group LLC
2022
5.4 M
CG-4 Feeder LP
Cypress Point Wealth Management LLC
2026
5.3 M
Laurel Arbor I LLC
freeGulliver LLC
2021
5.3 M
TMG Investment Fund LP
The Mitchell Group Inc
2017
5.3 M
GG Z SPV 1 LLC
Greenwood Gearhart LLC
2023
5.2 M
CHG Co Investment LLC V
Cypress Investment Management LLC
2023
5.2 M
Pure Growth LP
Tellone Management Group Inc
2012
5.2 M
Trevi Fund I LP
Innovative Portfolios LLC
2022
5.2 M
Golub Capital Insurance Fund V Series of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2025
5.2 M
Tag Distressed Debt Fund II LLC
Tag Associates LLC
2012
5.1 M
Mission Ventures LP
Mission Ventures Operating Company LLC
2012
5.1 M
Prev
| Page 18 |
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", "update_card": "/update-card"}
{"uid": 213045373, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
316947308