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
Ph Investors Riverstone Energy II LLC
Palisades Hudson Asset Management LP
2015
3.8 M
FC Opendorse SPV2021 LLC
Flyover Capital Partners LLC
2022
3.7 M
The Philadelphia Community Impact Fund LLC
Sage Advisors LLC
2022
3.7 M
Altera Rose PA LLC
Altera Private Access LLC
2020
3.7 M
Ph Investors TPG Asia VII LLC
Palisades Hudson Asset Management LP
2019
3.7 M
CornerStone Real Estate Fund III-B LP
Pathstone Family Office LLC
2014
3.6 M
MBP-II LLC
CIG Asset Management Inc
2025
3.6 M
AWM Venture Fund II LLC
AWM Capital LLC
2021
3.6 M
Outrunner Capital - SPV III LLC
Outrunner Capital LLC
2025
3.5 M
Mercer Global Multi-Asset Fund LLC
Mercer Investments LLC
2012
3.5 M
Peregrine Investment Fund LLC
SIMS Capital Management LLC
2012
3.4 M
G2 Capital Priority Yield Fund LLC
G2 Capital Management LLC
2026
3.3 M
TCG Partners Fund I LLC
The Caprock Group LLC
2013
3.3 M
CornerStone Real Estate Fund IV-B LP
Pathstone Family Office LLC
2016
3.3 M
Emerging Markets Fund Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2022
3.2 M
Camden Energy Opportunity Fund LLC - Series I
Certuity LLC
2017
3.2 M
K Investments VI LLC
Klingenstein Fields & Co LP
2012
3.2 M
Granite Harbor - Sandstone Pointe Investors LP
Granite Harbor Advisors Inc
2025
3.2 M
Sapphire Star Partners LP
Palogic Value Management LP
2026
3.2 M
My PE Access Fund LLC - Voyager
American Fundstars Financial Group LLC
2025
3.2 M
Heritage GESA LP
Heritage Wealth Management Inc
2026
3.2 M
Equinox Private Equity Fund IV LP
Manchester Capital Management LLC
2025
3.1 M
Bowie Health VC LP
Bowie Capital Management LLC
2017
3.0 M
FFF18 Investments LLC
freeGulliver LLC
2017
3.0 M
Keystone Bio SPV I LP
Forefront Analytics LLC
2025
3.0 M
AWM Venture Fund I LLC
AWM Capital LLC
2018
3.0 M
SRM - Marin Sector Investors Segregated Series
Signalert Asset Management LLC
2012
3.0 M
Rocky Mountain Capital Fund LP
Capstone Investment Financial Group LLC
2015
3.0 M
SRM - ASTR Segregated Series
Signalert Asset Management LLC
2015
2.9 M
Polaris Point LP
Bluestone Capital Management LLC
2021
2.9 M
Opportunistic Private Allocation Fund LLC - Series A
Jason A Prattes Financial Inc
2024
2.8 M
Ma Investors Fund 1 LLC
Heritage Wealth Advisors LLC
2012
2.8 M
Keystone Edge SPV I LP
Forefront Analytics LLC
2025
2.7 M
Tag Distressed Debt Fund III LLC
Tag Associates LLC
2012
2.7 M
FFF21 Investments LLC
freeGulliver LLC
2020
2.7 M
Opal Sheppard Opportunities Fund I LP
Opal Advisors LLC
2017
2.7 M
K Investments IV LLC
Klingenstein Fields & Co LP
2012
2.6 M
Jbglobal Fund LP
Jbglobalcom LLC
2012
2.6 M
Kansas in Bloom LLC
Frontier Wealth Management LLC
2012
2.6 M
Painted Porch Rallyday 2 LP
Painted Porch Advisors LLC
2023
2.6 M
REW Alt-Equity LP
Wacker Wealth Partners LLC
2012
2.6 M
Cypress Investment Funds II LP
Cresset Asset Management LLC
2014
2.5 M
Windermere Equity Fund Series of Windermere Jupiter Fund LLC
Convergent Wealth Advisors LLC
2012
2.5 M
Overlay Capital Innovation Fund PV III LP
Trajan Wealth LLC
2026
2.5 M
Sapphire Star Partners LP
Sapphire Star Capital LLC
2015
2.5 M
Directed Impact Fund LP
Impact Cap Management LLC
2020
2.5 M
Income Opportunity Fund LP
HB Wealth Management LLC
2012
2.5 M
Gulfstream Nordic Holdings LLC
Bonaventure Capital LLC
2021
2.4 M
Cypress Real Estate Partners III LP
Cypress Wealth Advisors LLC
2012
2.4 M
Paragon Private Strategies Fund LP
Paragon Capital Management Inc
2014
2.4 M
Prev
| Page 20 |
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": 213065885, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
316984842