Charles Schwab & Co Inc

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Fund Custodian

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Charles Schwab & Co Inc
RoleFund Custodian
Rank#189 by total fund AUM
Funds1,253
Fund AUM121.23 B
FirmView adviser / firm page →
Cumulative Funds
1300104078052026002011201620212026
Fund Firm Onset AUM
Rosemawr Municipal Partners Fund LP Rosemawr Management LLC 2012 409.8 M
Partners Capital Condor Fund XII LP Partners Capital Investment Group LLP 2019 402.5 M
Partners Capital Merlin Co-Investment Fund II Master LP Partners Capital Investment Group LLP 2021 380.2 M
AW Jones Company AW Jones Advisors LLC 2012 380.1 M
Partners Capital Merlin Co-Investment Fund II LP Partners Capital Investment Group LLP 2021 379.8 M
SFM Capital Markets LP Signature Financial Management Inc 2012 367.2 M
Partners Capital Harrier Fund A LP Partners Capital Investment Group LLP 2012 356.7 M
Leonid Credit Income Fund LP Leonid Capital Partners LLC 2025 345.0 M
Seven Bridges Multi-Strategy Fund LP Seven Bridges Advisors LLC 2012 344.7 M
Woodtiger LP Cambridge Associates LLC 2014 332.5 M
ZCA Niche Credit Opportunities Fund LP Sequoia Financial Advisors LLC 2017 328.9 M
Off the Chain LP Off the Chain Capital LLC 2021 321.0 M
SCP Alpha Omega Long/Short Fund LP Stamos Capital Partners LP 2012 318.7 M
100-1 Stevard LLC 2016 318.3 M
HPS Private Credit Insurance Fund Series Interests of the SALI Multi-Series Fund LP SALI Fund Management LLC 2021 306.9 M
Okabena Private Markets Fund LLC Okabena Investment Services Inc 2012 305.0 M
Beachhead Special Opportunities LLC Corrigo Investment Partners LLC 2015 304.7 M
Punch Micro Cap Partners LLC Punch & Associates Investment Management Inc 2012 302.8 M
Meristem Global Equity Fund LLC Cresset Asset Management LLC 2012 298.1 M
CRA Fund IV LLC Castle Rock Advisors LLC 2025 298.0 M
The Ignatius Fund LLC Cambridge Associates LLC 2014 296.5 M
HCP Private Equity Fund VIII LP Pathstone Family Office LLC 2018 296.5 M
Partners Capital Condor Fund IX LP Partners Capital Investment Group LLP 2017 289.1 M
Partners Capital Condor Fund X LP Partners Capital Investment Group LLP 2017 288.2 M
Freestone LP Advantage Partners V Freestone Capital Management LLC 2024 285.3 M
StepStone Real Estate Insurance Fund Series of the SALI Multi-Series Fund LP StepStone Group Real Estate LP 2024 284.6 M
Prime Efficiency Fund I LLC Prime Finance Advisor LP 2012 281.6 M
StepStone Real Estate Insurance Fund Series Interests of the SALI Multi-Series Fund LP SALI Fund Management LLC 2023 274.2 M
Partners Capital Secondaries SMA 2020 LP Partners Capital Investment Group LLP 2020 270.9 M
HCP Global Investment Fund LP Pathstone Family Office LLC 2012 270.6 M
Okabena International Equity Fund LLC Okabena Investment Services Inc 2012 269.0 M
CAZ Partners Fund Liquid Income TE LP CAZ Investments LP 2018 268.3 M
HCP Private Equity Fund IX LP Pathstone Family Office LLC 2020 264.6 M
Corient Diversified Alpha LLC Corient IA LLC 2013 261.9 M
KWK Partners LP KWK Management LLC 2012 258.4 M
Santa Monica Partners LP SMP Asset Management LLC 2012 255.4 M
Partners Capital Merlin Co-Investment Fund III LP Partners Capital Investment Group LLP 2024 254.9 M
Framtiden LP Rings Capital Management LLC 2016 253.7 M
BBR Absolute Return Long Duration IV LP 2022 252.6 M
Telesoftai LP FKA Telesoft-2020 LP Jedivc Management LLC 2021 252.0 M
RXR Waterfall LP SCP Investment LP 2019 250.1 M
Sequence Multi Asset IDF Series Interests of the SALI Multi-Series Fund LP SALI Fund Management LLC 2012 243.8 M
Golden Bay Investment Fund LLC Union Square Investment Co 2012 236.6 M
PGA SIF LP Cambridge Associates LLC 2014 233.1 M
CITW Fund LP Cambridge Associates LLC 2014 233.1 M
Partners Capital Red Kite Fund II LP Partners Capital Investment Group LLP 2024 225.0 M
Pace University Fund LP Cambridge Associates LLC 2014 224.2 M
Florida Regional Center LP I Canam Capital Management LLC 2022 223.4 M
Okabena US Equity Fund LLC Okabena Investment Services Inc 2012 213.3 M
Okabena Marketable Alternatives Fund II LLC Okabena Investment Services Inc 2012 211.4 M
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