Top Fund 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
1001 Soling Partners LLC 9,094.8 M 7
1002 Shelter Rock Capital Group LLC 9,092.7 M 26
1003 Parvus Asset Management Services LLP 9,085.2 M 11
1004 Foreside Funds Distributors LLC 9,048.4 M 39
1005 Credicorp Capital Securities Inc 9,026.7 M 10
1006 Appleton Partners Inc 9,020.1 M 5
1007 First Foundation Advisors 9,010.6 M 4
1008 Kukui Tree Capital Management LLC 8,972.8 M 4
1009 Monarch Wealth Strategies 8,972.8 M 4
1010 John Moore & Associates Inc 8,972.8 M 4
1011 Seven Post Investment Office LP 8,972.8 M 4
1012 Alejandro Probert 8,972.6 M 17
1013 Homrich Berg 8,965.0 M 3
1014 VCP Advisors LLC 8,958.6 M 25
1015 Westshore Wealth 8,925.3 M 3
1016 Balentine 8,921.4 M 5
1017 BTG Pactual 8,920.0 M 6
1018 Northern Lights Alternative Advisors LLP 8,912.1 M 23
1019 Fenera & Partners SGR Spa 8,887.2 M 3
1020 Servicios Financieros Altis Sa 8,881.7 M 5
1021 Ullico Investment Company LLC 8,872.8 M 9
1022 PGIM Limited 8,862.6 M 21
1023 BMO Family Office LLC 8,846.2 M 5
1024 Sanctuary Advisors LLC 8,842.9 M 8
1025 Cresset Asset Management LLC 8,837.0 M 3
1026 Fortis Capital Management LLC 8,834.1 M 2
1027 Clarfeld 8,834.1 M 2
1028 Palo Alto Wealth Advisors LLC 8,834.1 M 2
1029 iCapital Securities LLC Institutional Capital Network Inc 8,834.1 M 2
1030 Fifth Third Bank 8,834.1 M 2
1031 The Glenmede Trust Company NA 8,834.1 M 2
1032 Cherrydale Wealth Management LLC 8,834.1 M 2
1033 NRI Wealth Management LLC 8,834.1 M 2
1034 Hirtle Callaghan & Co LLC 8,834.1 M 2
1035 GW&K Investment Management LLC 8,834.1 M 2
1036 Baker Street Advisors LLC 8,834.1 M 2
1037 BMO Bank NA 8,834.1 M 2
1038 World Advisory Services 8,834.1 M 2
1039 Concurrent Investment Advisors LLC 8,834.1 M 2
1040 Spirepoint Private Client LLC 8,834.1 M 2
1041 Legacy Capital Wealth Partners LLC 8,834.1 M 2
1042 CIBC National Trust Company Atlantic Trust 8,834.1 M 2
1043 Morling Financial Advisors LLC 8,834.1 M 2
1044 Citizens Private Wealth 8,834.1 M 2
1045 RBC Wealth Management 8,834.1 M 2
1046 Steward Partners Investment Advisory LLC 8,834.1 M 2
1047 MDRN Capital 8,834.1 M 2
1048 Evercore Asia Singapore PTE Ltd 8,831.5 M 3
1049 FEF Distributors LLC 8,826.5 M 24
1050 BTG Pactual Chile Sa Administradora General de Fondos 8,820.4 M 3
1051 SP Securities LLC 8,775.0 M 25
1052 Champlain Advisors LLC 8,764.5 M 53
1053 iCapital Services LLC 8,743.3 M 3
1054 Entrepreneur Invest Sa 8,735.1 M 3
1055 DWS Distributors Inc 8,710.6 M 24
1056 Manulife IM Switzerland LLC 8,690.7 M 12
1057 The Leaders Group Inc 8,688.4 M 18
1058 Stuart Portfolio Consultants LP 8,681.2 M 35
1059 Random Notes Inc 8,654.7 M 2
1060 Bastions Partners Office Sa 8,654.6 M 17
1061 Metis Global Limited 8,634.3 M 2
1062 Acts-Tensive Wealth Academy PTE Ltd 8,634.3 M 2
1063 Stork Capital SARL 8,634.3 M 2
1064 Avenue International Cook Islands Limited 8,634.3 M 2
1065 BBVA Sa 8,634.3 M 2
1066 Avenue International Services Hong Kong Limited 8,634.3 M 2
1067 ICHX Tech PTE Ltd ADDX 8,634.3 M 2
1068 JTS Investments AG 8,634.3 M 2
1069 Metis Global Cook Islands Limited 8,634.3 M 2
1070 Tranquility Partners LLC 8,594.4 M 4
1071 Seiryu Asset Management Ltd 8,554.0 M 24
1072 Templum Markets LLC 8,534.3 M 12
1073 Scotia Capital USA Inc 8,519.9 M 16
1074 Edgemoor Partners LLC 8,514.2 M 1
1075 Bice Inversiones 8,499.3 M 34
1076 Freestone Securities LLC 8,483.6 M 15
1077 Commerce Street Capital LLC 8,476.1 M 14
1078 Bedminster Financial Group Limited 8,451.1 M 13
1079 Invesco Asset Management Singapore Limited 8,438.5 M 3
1080 Altamar Global Investments AV 8,436.0 M 6
1081 Jones Lang LaSalle Securities LLC 8,420.2 M 25
1082 PIA Pontis Institutional Advisors GmbH 8,399.9 M 21
1083 Lyster Watson Securities Inc 8,390.1 M 30
1084 Summit Brokerage Services Inc 8,380.2 M 5
1085 AZR Capital Limited 8,365.6 M 8
1086 KB Securities Co Inc 8,359.6 M 1
1087 Apostle Funds Management PTY Limited 8,351.4 M 14
1088 Umergence LLC 8,349.0 M 35
1089 Saudi Fransi Capital 8,313.8 M 8
1090 Schroder Investment Management Europe Sa 8,301.3 M 26
1091 PJT Park Hill 8,299.2 M 15
1092 Uhlmann Price Securities LLC 8,289.4 M 33
1093 Guggenheim Securities LLC 8,281.5 M 72
1094 S64 Ventures Limited 8,276.5 M 12
1095 JPM Private Bank 8,264.3 M 3
1096 BDO USA 8,261.0 M 16
1097 Caplink Securities Inc 8,249.5 M 69
1098 Manulife Investment Management Ireland Limited 8,242.5 M 11
1099 Houlihan Lokey EMEA LLP 8,241.9 M 13
1100 Coronado Investments LLC 8,230.3 M 23
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