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
121.23 B
Firm
View adviser / firm page →
Cumulative Funds
1300
1040
780
520
260
0
2011
2016
2021
2026
Fund
Firm
Onset
AUM
Greenwood Builders Fund IV LP
Greenwood Investors LLC
2025
42.8 M
Andina Private Credit Strategies LP
Andina Capital Management LLC
2018
42.4 M
SB Diversified Asset Fund XIII Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2025
42.3 M
HCP Private Equity Fund X-A LP
Pathstone Family Office LLC
2022
41.6 M
Virtera Dynamic Equity Fund LP
Virtera Partners LLC
2024
41.3 M
Altes Growth IDF Series Interests of the SALI Multi-Series Fund XIV LP
SALI Fund Management LLC
2025
41.2 M
Commonwealth Capital Ventures IV LP
Commonwealth Venture Management Corp
2012
41.2 M
2015 Opportunity Fund LP
HB Wealth Management LLC
2016
41.1 M
CRA Fund I LLC
Castle Rock Advisors LLC
2025
41.0 M
FMP Select Assets Diversified Fund LP
Financial Management Professionals Inc
2016
41.0 M
SFG Aligned LP
Sequoia Financial Advisors LLC
2025
40.8 M
Partners Capital Kestrel Fund LP - Series W
Partners Capital Investment Group LLP
2023
40.8 M
MPOF 2022 LP
1248 Partners LLC
2023
40.8 M
SB Digital Assets Fund LP
Seven Bridges Advisors LLC
2022
40.7 M
Golub Capital Insurance Fund II Series Interests of the SALI Multi-Series Fund IV LP
SALI Fund Management LLC
2013
40.5 M
New Mountain Group
Summit Trail Advisors LLC
2024
40.3 M
CornerStone Private Equity IX LP
Pathstone Family Office LLC
2019
40.3 M
Yellow Warbler LP
CPMG Inc
2012
40.0 M
Israel Investment Fund LP
Israel Investment Advisors LLC
2012
39.8 M
Genesee Global Holdings LLC
Genesee Value Management LLC
2018
39.8 M
Simon Quick Global Equities Fund LP
Simon Quick Advisors LLC
2012
39.4 M
2017 Opportunity Fund LP
HB Wealth Management LLC
2018
39.3 M
ZVS LLC
Zuckerman Investment Group LLC
2022
39.3 M
Alera Bridge Fund LLC
CWC Advisors LLC
2013
39.3 M
Equinox Multi-Strategy Fund LP
Manchester Capital Management LLC
2012
39.2 M
Saber Capital Partners LP
Saber Capital Management LLC
2022
38.5 M
Opportunity Partners Europe Fund LLC
Cresset Asset Management LLC
2020
38.4 M
SV Fund
Lion Capital Advisors LLC
2023
38.2 M
DNB Opportunities III LP
Signature Financial Management Inc
2019
38.1 M
Toth Growth & Income Fund LP
Toth Financial Advisory Corp
2012
37.9 M
Flyover Capital Tech Fund II LP
Flyover Capital Partners LLC
2021
37.6 M
BBR Private Investment Fund-Series F LP
2012
37.5 M
100-6
Stevard LLC
2016
37.5 M
Cash Value Fund LP
Desert Rose Capital Management Inc
2024
37.5 M
Spritsail 3 LLC
The Bollard Group LLC
2022
37.4 M
Columbia Pacific Alternatives Fund I LP
Corient IA LLC
2017
37.3 M
SB Diversified Asset Fund VII Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2021
37.2 M
Kovitz Private Holdings LLC
Kovitz Investment Group LLC
2012
37.1 M
Oncology Ventures Fund II LP
Oncology Ventures LLC
2026
37.1 M
SB Diversified Asset Fund X Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2022
36.8 M
FWF Global Opportunity Partners LP
Peachtree Investment Advisors Inc
2012
36.8 M
CornerStone Private Equity VIII LP
Pathstone Family Office LLC
2017
36.7 M
HIC - Evolution RP II LLC
Evolution Investment Management LLC
2023
36.3 M
VLP056
Veritable LP
2021
36.2 M
SFG Diameter Private Credit LP
Sequoia Financial Advisors LLC
2024
36.1 M
BBH Balanced Growth Insurance Fund Series Interests of the SALI Multi-Series Fund LP
SALI Fund Management LLC
2018
36.0 M
HCP Real Estate Fund IV LP
Pathstone Family Office LLC
2023
35.9 M
MPOF 2024 LP
1248 Partners LLC
2025
35.7 M
Pope Investments LLC
Pope Asset Management LLC
2012
35.7 M
HCP Full Consequence Investing Fund I LP
Pathstone Family Office LLC
2018
35.3 M
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