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
4301 Mondiale Securities LLC 525.2 M 7
4302 Novafund Advisors LLC 524.7 M 3
4303 Securitize Markets LLC 524.2 M 7
4304 Nineteen Degrees North Advisors LLP 523.5 M 2
4305 Arch Capital Limited 523.5 M 2
4306 Beacon Wealth Management LLC 522.2 M 14
4307 Delta Trust Suisse Sa 522.0 M 13
4308 Avenue Alternatives LLP 521.8 M 2
4309 4X Capital Management LLC 521.0 M 1
4310 James Alpha Management 520.9 M 2
4311 Rothschild & Co Wealth Management Italy SIM Spa 519.9 M 1
4312 PMA Assets Ltd 519.4 M 2
4313 GDB Capital PTY Ltd 519.4 M 2
4314 Mukund Menda 519.2 M 1
4315 Access C Partner FZE 519.2 M 1
4316 EBW Capital Ltd 518.6 M 3
4317 Brighton 5th Partners LLC 518.4 M 2
4318 ROKA Capital Distributors LLC 518.4 M 2
4319 CITIC Securities International USA LLC 518.4 M 2
4320 Sinolink Securities Hong Kong Company Limited 518.4 M 2
4321 Hugo Fund Services NA 518.4 M 2
4322 Dalma Capital Management Limited 517.4 M 4
4323 ARTA Finance Wealth Management LLC 517.3 M 1
4324 Campell Luytens 516.8 M 1
4325 Weild & Co 516.5 M 18
4326 Keel Harbour Capital 515.7 M 2
4327 Dakota Fund Group LLC 515.0 M 2
4328 Capital Advisers Inc 515.0 M 7
4329 Swiss Capital Wealth Management AG 514.7 M 2
4330 Revere Securities Corp 514.3 M 3
4331 American Portfolios Advisors Inc 513.9 M 2
4332 21 Capital Advisors GmbH 513.6 M 4
4333 Sheldon Shulman 513.4 M 3
4334 Iriquois Capital Advisors LLC 512.8 M 1
4335 Douse Associates LLP 512.8 M 10
4336 Vista Wealth Management Group LLC 512.8 M 3
4337 Capital Sa 512.5 M 1
4338 BRT Global 512.3 M 1
4339 Excel Capital 512.3 M 2
4340 Prima Europe Ltd 512.0 M 1
4341 Santander Investment Securities Inc 512.0 M 1
4342 ISP Israel 511.3 M 7
4343 MFEX 509.9 M 3
4344 Hodes Weill & Associates 509.7 M 2
4345 North Sea Asset Management LLP 509.6 M 2
4346 APEL Financial Distribution Services Limited 508.8 M 5
4347 Jabre Capital Partners Cayman Ltd 508.7 M 4
4348 Investor Partners GmbH 508.5 M 1
4349 Veritable LP 508.5 M 2
4350 Akrivia Capital Limited 508.0 M 3
4351 Acceleration Capital 508.0 M 1
4352 NTS Bearing 507.8 M 3
4353 Fusion Analytics Securities LLC 507.7 M 4
4354 Campbell Luytens & Co Limited 507.5 M 3
4355 SMBC Nikko Inc 507.1 M 2
4356 Prisminvest 507.1 M 2
4357 Dredillet Investments Limited 507.1 M 2
4358 Palmyra Holdings Management Limited 507.1 M 2
4359 PSF Service Limited 507.0 M 1
4360 KUNI UMI AI Securities Co Ltd 507.0 M 1
4361 Penn Square Real Estate Group LLC 506.9 M 3
4362 Prestige Fund Management Ltd 506.8 M 2
4363 Skypoint Capital Partners 506.7 M 1
4364 Four Peaks Wealth Management LLC 506.5 M 3
4365 Davenport Capital Limited 505.6 M 6
4366 KBFG Securities 505.6 M 6
4367 Black Diamond Financial LLC 505.6 M 5
4368 BSG Markets LLC 505.4 M 2
4369 Hisham Osama Hadid 505.4 M 2
4370 Craft Global Services Off-Shore SAL 505.4 M 2
4371 Ahmad Abu Khalil 505.4 M 2
4372 Wmpartners Wealth Management Limited 505.4 M 2
4373 GKFO LLC 504.7 M 3
4374 Delta National Bank and Trust Company 504.1 M 11
4375 Campbell Luytens 504.0 M 2
4376 Box Consultants NV 503.9 M 4
4377 Ben Simon Sussman Capital Ltd 502.3 M 3
4378 Permal PGI LLC 501.7 M 1
4379 Permal Group Inc 501.7 M 1
4380 Asset Allocation AG 501.5 M 3
4381 Maltisian Capital PTY Ltd Authorised Representative of Lion Heart Capital PTY Ltd 501.5 M 4
4382 Real Asset Partners 501.3 M 1
4383 Fern Creek Ventures 501.3 M 1
4384 Curated Wealth Partners LLC 500.8 M 3
4385 Socit Gnrale 500.8 M 1
4386 Formuepleje A/S 500.4 M 3
4387 Capital Partners Securities Co Ltd 500.0 M 1
4388 Nyckelstenen Business Services AB 499.7 M 1
4389 Candriam Luxembourg SCA 499.7 M 1
4390 LP Capital Limited 499.6 M 3
4391 Montfort Capital Sa 499.6 M 2
4392 Westfield Partners 499.6 M 2
4393 Solventis AV Sa 499.6 M 2
4394 GAMA Investimentos 499.5 M 2
4395 Landy Partners Limited 498.8 M 1
4396 Bridge Haven Limited 498.5 M 2
4397 Premier Partners LLC 497.3 M 1
4398 Viewtrade Securities Inc 497.0 M 2
4399 Muinin Partners LLC 497.0 M 1
4400 MIM 3 Sa 496.8 M 1
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