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 Real Assets Fund II LP
Pathstone Family Office LLC
2012
5.1 M
Overlay Capital Innovation Fund PV LP
Trajan Wealth LLC
2024
5.0 M
Sailfish Fund LLC
Narwhal Capital Managment LLC
2012
5.0 M
HFS ID Fund LP
Howard Financial Services Ltd
2012
5.0 M
Ironwood Funding Tulip LLC
Cumberland Hill Capital Management LLC
2017
5.0 M
Murphy Farm QOZ Fund
Permit Capital Advisors LLC
2021
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
Cypress Core Real Estate Fund LP
Cresset Asset Management LLC
2017
4.9 M
Feeder Fund TAO LLC
Cresset Asset Management LLC
2015
4.9 M
Transcend Capital Credit Fund II LP
Transcend Capital Advisors LLC
2020
4.9 M
Talson Credit Opportunities LP
Talson Capital Management LP
2015
4.9 M
Leveraged Global Opportunity Fund LP
Merriman Wealth Management LLC
2012
4.8 M
MTE Tax Efficient Income & Growth Fund LP
Mytimeequity LLC
2026
4.8 M
RPG Animoca Ventures LP
Resolute Advisors LLC
2022
4.8 M
RA Concept I LLC
Research Affiliates LLC
2023
4.7 M
BBR Private Investment Fund-Series D LP
2012
4.7 M
Tag Yield Opportunities Fund LLC
Tag Associates LLC
2016
4.7 M
XLCR Special Situations I LP
XLCR Capital LLC
2016
4.7 M
Hutchinson Capital Partners LLC
Blume Capital Management Inc
2012
4.5 M
China Equity Markets Fund Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2020
4.5 M
Laurel Bain LLC
freeGulliver LLC
2021
4.5 M
Transcend Capital Credit Fund I LP
Transcend Capital Advisors LLC
2020
4.5 M
CCA Aggressive Return Insurance Fund Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2014
4.4 M
Lemuel VIII LLC
freeGulliver LLC
2017
4.4 M
FMP Real Estate Two LP
Financial Management Professionals Inc
2013
4.4 M
The Augusta Fund
Augusta Capital Investors LLC
2013
4.4 M
Light Cap Growth Fund I LLC
Light Capital LLC
2026
4.3 M
SYON NBA Access I LLC
SYON Capital LLC
2023
4.3 M
HCP Private Equity Fund LP
Hall Capital Partners LLC
2012
4.3 M
ZCA Chesterbrook LP
Sequoia Financial Advisors LLC
2020
4.3 M
SRM - Appel Balanced Fund Segregated Series
Signalert Asset Management LLC
2012
4.3 M
AGW PE Access Vehicle BPV - IV LLC
Annis Gardner Whiting Capital Advisors LLC
2021
4.2 M
PFS Insurance Fund Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2016
4.1 M
HCP Private Equity Fund XII-A LP
Pathstone Family Office LLC
2025
4.1 M
Goff Focused Energy Strategies LP
Goff Focused Strategies LLC
2018
4.1 M
Ladrillo Fund LLC
Arrowroot Family Office LLC
2021
4.1 M
Outrunner Capital - SPV VI LLC
Outrunner Capital LLC
2026
4.0 M
New York Metropolitan Regional Center LP I
Canam Capital Management LLC
2021
4.0 M
FCOD II LLC
Flyover Capital Partners LLC
2023
4.0 M
HCP Real Assets Fund LP
Hall Capital Partners LLC
2012
4.0 M
Mission Ventures II LP
Mission Ventures Operating Company LLC
2012
4.0 M
HCP BCF X Investors LLC
Hall Capital Partners LLC
2012
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
FFFIV Investments LLC
freeGulliver LLC
2016
3.9 M
Jackson 124 LLC
Matter LLC
2016
3.8 M
The Constellation Fund LP
Solaris Advisors LLC
2012
3.8 M
Forum Global Investments LP
Forum Partners Investment Management LLC
2021
3.8 M
Cypress Real Estate Opportunity Fund 2012 LP
Cresset Asset Management LLC
2013
3.8 M
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