Top Fund Marketers

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Custodians, Auditors, Brokers & Marketers

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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.
Overview Fund Sponsors / GPs Custodians Auditors Brokers Marketers
# Top Marketers Fund AUM Funds
10001 Cambell Lutyens 1
10002 Prescient Fund Services Ireland Limited 1
10003 Bridgeway Wealth Partners LLC 1
10004 Precision Wealth Strategies LLC 1
10005 Heck Capital Advisors LLC 1
10006 Frankfurt Financial Solutions 1
10007 First Citizens Bank & Trust Co 1
10008 Nuvest Capital PTE Ltd 1
10009 Robeco Institutional Asset Management BV 1
10010 Bank of Montreal Singapore Branch 1
10011 Bank of Montreal Hong Kong Branch 1
10012 John Zixen Zhu 1
10013 Shakespeare Capital Management 1
10014 REIT Funding LLC 1
10015 First Albany Capital Inc 1
10016 Gleacher & Company Securities Inc 1
10017 Mountainview Securities LLC 1
10018 Diefendorf Planning Services 1
10019 Scepter Capital Ltd 1
10020 Capital United Ltd 1
10021 Bell Pottel Funds Management Limited 1
10022 American General Life Insurance Company of Delaware 1
10023 Cappello Capital Corp 1
10024 WAKO Advisors Co Ltd 1
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