Fund Service Providers
- Custodians, Auditors, Brokers & Marketers
| Fund Service Providers |
|
Firms disclose their funds' custodians, auditors, brokers, and
marketers on SEC IAPD Schedule D. These leaderboards rank each
provider by the number of private funds it serves. Provider pages
chart cumulative funds over time, by each fund's first filing year.
|
| # |
Top Custodians |
Fund AUM |
Funds |
| 1 |
JPMorgan |
18,118.32 B |
28,493 |
| 2 |
Bank of America |
14,229.88 B |
16,520 |
| 3 |
BNY Mellon |
13,507.33 B |
11,476 |
| 4 |
Citi |
11,058.84 B |
8,273 |
| 5 |
Morgan Stanley |
9,942.81 B |
7,765 |
| 6 |
Goldman Sachs |
9,298.45 B |
6,430 |
| 7 |
Barclays |
8,505.20 B |
1,885 |
| 8 |
State Street |
8,027.28 B |
7,144 |
| 9 |
UBS |
6,897.26 B |
2,674 |
| 10 |
BNP Paribas |
5,982.23 B |
2,170 |
| 11 |
Deutsche Bank |
5,832.95 B |
2,949 |
| 12 |
Wells Fargo |
5,770.66 B |
6,952 |
| 13 |
Credit Suisse |
5,178.23 B |
1,503 |
| 14 |
HSBC |
4,173.15 B |
2,281 |
| 15 |
Societe Generale |
4,070.39 B |
1,428 |
See all Custodians →
|
| # |
Top Auditors |
Fund AUM |
Funds |
| 1 |
Ernst & Young |
13,951.76 B |
26,162 |
| 2 |
PricewaterhouseCoopers |
13,115.92 B |
28,182 |
| 3 |
KPMG |
8,638.87 B |
22,340 |
| 4 |
Deloitte |
7,163.75 B |
20,597 |
| 5 |
RSM US |
949.71 B |
6,073 |
| 6 |
Grant Thornton |
935.73 B |
3,909 |
| 7 |
BDO USA |
925.08 B |
5,512 |
| 8 |
EisnerAmper |
469.39 B |
3,362 |
| 9 |
Frank Rimerman & Co LLP |
232.83 B |
2,765 |
| 10 |
Rothstein Kass |
196.23 B |
1,056 |
| 11 |
Baker Tilly |
185.17 B |
1,807 |
| 12 |
McGladrey LLP |
174.03 B |
1,057 |
| 13 |
CohnReznick |
154.58 B |
2,611 |
| 14 |
Rothstein Kass & Company PC |
132.60 B |
641 |
| 15 |
McGladrey & Pullen LLP |
119.48 B |
770 |
See all Auditors →
|
| # |
Top Brokers |
Fund AUM |
Funds |
| 1 |
JPMorgan |
11,157.02 B |
5,850 |
| 2 |
Morgan Stanley |
10,699.52 B |
6,649 |
| 3 |
Goldman Sachs |
10,593.40 B |
7,205 |
| 4 |
Bank of America |
9,079.66 B |
3,193 |
| 5 |
Barclays |
8,544.66 B |
1,540 |
| 6 |
Citi |
8,399.71 B |
1,989 |
| 7 |
UBS |
7,211.12 B |
2,532 |
| 8 |
BNP Paribas |
6,987.80 B |
1,306 |
| 9 |
Credit Suisse |
6,852.52 B |
2,688 |
| 10 |
Deutsche Bank |
5,883.97 B |
1,998 |
| 11 |
HSBC |
3,579.28 B |
369 |
| 12 |
Wells Fargo |
2,836.41 B |
1,020 |
| 13 |
Societe Generale |
2,568.67 B |
370 |
| 14 |
National Financial Services LLC |
2,060.20 B |
777 |
| 15 |
BNY Mellon |
2,025.16 B |
273 |
See all Brokers →
|
| # |
Top Marketers |
Fund AUM |
Funds |
| 1 |
JPMorgan |
2,086.33 B |
1,758 |
| 2 |
Morgan Stanley |
2,063.96 B |
1,548 |
| 3 |
UBS |
1,842.44 B |
1,359 |
| 4 |
Goldman Sachs |
1,615.89 B |
2,251 |
| 5 |
Bank of America |
1,074.94 B |
760 |
| 6 |
Citi |
1,024.13 B |
1,043 |
| 7 |
Mirae Asset |
939.41 B |
131 |
| 8 |
Credit Suisse |
700.38 B |
960 |
| 9 |
Barclays |
658.15 B |
390 |
| 10 |
Raymond James |
540.34 B |
451 |
| 11 |
Wells Fargo |
434.79 B |
515 |
| 12 |
Deutsche Bank |
413.53 B |
455 |
| 13 |
Stifel |
389.30 B |
493 |
| 14 |
CAIS Capital LLC |
388.60 B |
257 |
| 15 |
Evercore Group LLC |
384.77 B |
444 |
See all Marketers →
|
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