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
LFC Stanford Ltd
Lee Financial Company LLC
2012
0.2 M
RGT - Champions II LP
Corient IA LLC
2026
0.2 M
Bigsur Capital Partners Three Corp
Bigsur Wealth Management LLC
2017
0.2 M
Ma Resources Fund 1 LP
Heritage Wealth Advisors LLC
2012
0.2 M
Indie Diversified Absolute Return Fund LLC
Indie Asset Partners LLC
2018
0.2 M
Pine River Insurance Fund Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2016
0.1 M
Overbrook Mezzanine Fund LLC
Overbrook Management Corporation
2011
0.1 M
Ubiquity Partners LP
Ubiquity Management LLC
2020
0.1 M
LFC Assignment Ltd
Lee Financial Company LLC
2012
0.1 M
One Tower Medmen LLC
Permit Capital Advisors LLC
2018
0.1 M
Rockefeller Financial IDF I Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2012
0.1 M
Cypress Debt Investment Funds LP
Cresset Asset Management LLC
2012
0.1 M
McCabe Income Insurance Fund Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2012
0.1 M
Cypress Alternative Partners II LP
Cresset Asset Management LLC
2012
0.1 M
Cypress Debt Fund-King Street LP
Cresset Asset Management LLC
2014
0.1 M
Cypress Hedge Funds LP
Cresset Asset Management LLC
2012
0.1 M
Raven Ventures Capital Partners LP
ICM Asset Management Inc
2012
0.1 M
BGA Focus Fund LLC - Mreitc Series
Battery Global Advisors LLC
2018
0.1 M
RGT - Champion III LP
Corient IA LLC
2026
0.1 M
H&B Equity Ventures Fund I LLC
Homrich & Berg Inc
2012
0.1 M
H&B Real Estate Ventures IV LLC
Homrich & Berg Inc
2012
0.1 M
LFC Delta Fund Ltd
Lee Financial Company LLC
2012
0.1 M
Roundview Capital Partners Series Fund LLC - Series LXR
Roundview Capital LLC
2022
0.1 M
NorthRock Credit Access Opportunity I LP
NorthRock Partners LLC
2025
0.1 M
H&B Real Estate Ventures III
Homrich & Berg Inc
2012
0.1 M
Sage Real Estate Fund V LP
Sage Financial Group Inc
2016
0.1 M
London & Capital Global Multi-Strategy Insurance Fund II Series Interests of the SALI Multi-Series Fund IV LP
SALI Fund Management LLC
2013
0.1 M
ZCA GTI LP
Sequoia Financial Advisors LLC
2018
0.1 M
LFC OMNI Ltd
Lee Financial Company LLC
2012
0.1 M
JCAM Dynamic Alpha Founders Fund
First Growth Capital LLC
2020
0.0 M
RGT - Champions IIQ LP
Corient IA LLC
2026
0.0 M
Overbrook Private Equity LLC
Overbrook Management Corporation
2011
0.0 M
DLA Equity Ltd
Diesslin Group Inc
2011
0.0 M
LFC Terra Ltd
Lee Financial Company LLC
2012
0.0 M
RGT - Reserve Capital VI LP
Corient IA LLC
2026
0.0 M
RGT - Champion I LP
Corient IA LLC
2026
0.0 M
LFC Orion Ltd
Lee Financial Company LLC
2012
0.0 M
LFC Structured Settlement
Lee Financial Company LLC
2012
0.0 M
K Investments II LLC
Klingenstein Fields & Co LP
2012
0.0 M
Diesslin Real Estate Opportunities Fund I Ltd
Diesslin Group Inc
2013
0.0 M
LFC Omega Ltd
Lee Financial Company LLC
2012
0.0 M
LFC Century
Lee Financial Company LLC
2012
0.0 M
CornerStone Real Estate Fund A LLC
Pathstone Family Office LLC
2012
0.0 M
SIM Apex Value Fund LP
Strategic Income Management LLC
2017
0.0 M
LFC Energy Resources Ltd
Lee Financial Company LLC
2012
0.0 M
Pacific Point Co-Invest I LLC
Pacific Point Advisors LLC
2022
0.0 M
LFC Summit Resources Ltd
Lee Financial Company LLC
2012
0.0 M
Cypress Real Estate Income Fund 2012 LP
Cresset Asset Management LLC
2013
0.0 M
DA Home Solutions Ltd
Diesslin Group Inc
2011
0.0 M
LFC Energy Royalty Ltd
Lee Financial Company LLC
2012
0.0 M
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tony@aum13f.com
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