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
5401 WNC Capital Corporation 268.8 M 2
5402 PGAM Japan Holdings Ltd 268.8 M 2
5403 CWS Investments 268.6 M 21
5404 Huntington Financial Advisors 268.4 M 1
5405 The Huntington Investment Company 268.4 M 1
5406 Evergreen Advisors Capital LLC 268.3 M 2
5407 Cross Bay Capital Partners/Equus Financial Consulting LLC 268.1 M 1
5408 The Private Investment Group LLC 267.8 M 2
5409 LaSalle Investment Management 266.9 M 1
5410 Banque Cantonale de Genve 266.9 M 2
5411 Brian Purchia 266.7 M 4
5412 Karthik Sundaram 266.7 M 4
5413 Centara Capital Securities Inc 265.9 M 1
5414 Auden Capital LLP 265.9 M 1
5415 Rosecastle Capital Limited 265.6 M 1
5416 SGF Marketing Limited 265.6 M 1
5417 Alvine Capital Limited 265.6 M 1
5418 Henderson Global Investors Japan Limited 265.6 M 1
5419 Jan Chen 265.6 M 1
5420 Alternative Investment Products Co Ltd 265.6 M 1
5421 Steben & Company Inc 265.6 M 1
5422 Falcon Private Bank Limited 265.6 M 1
5423 Janus Henderson Investors Japan Limited 265.6 M 1
5424 SOVX Partners DMCC 265.6 M 1
5425 Sinopac Securities Limited 265.3 M 4
5426 Yuanta Asset Management HK Limited 265.3 M 4
5427 Pohjola Asset Management Ltd 265.3 M 4
5428 Epic Investment Partners 265.2 M 1
5429 Rock Lake Advisors GmbH 264.8 M 1
5430 Connng Asia Pacific Limited Hong Kong 263.9 M 1
5431 SBS Delta Partners Limited 263.8 M 1
5432 Delta Partners International LLP 263.8 M 1
5433 Astir Capital Advisors Ltd 263.7 M 6
5434 Bordier & CIE 263.5 M 5
5435 Globalview Investments Sa 263.3 M 2
5436 Entrust Wealth Advisors LLC 263.0 M 2
5437 C'Funds BV 262.9 M 1
5438 Candela Partners 262.9 M 1
5439 ISPartners 262.9 M 1
5440 Trinity Group Finance Limited 262.9 M 1
5441 Nordea Alternative Investments AB 262.7 M 1
5442 Nordea Investment Management AB 262.7 M 1
5443 Fiona Balch 262.7 M 1
5444 John R Fritsch and William T Fritsch- Partnership 262.7 M 1
5445 Landolt Securities Inc 261.2 M 22
5446 Main Street Advisors 261.1 M 2
5447 Integritas Group PTY Ltd 260.7 M 2
5448 KDC Securities LP 260.5 M 5
5449 TORC Capital Limited 260.4 M 1
5450 Palmer Capital 260.3 M 2
5451 Thornbridge Investment Management 259.8 M 1
5452 Oz Israel 259.4 M 1
5453 Inspira Ltd 259.4 M 1
5454 Park Hill Group 259.0 M 2
5455 BSI Bank 258.8 M 1
5456 Bank of Bahrain & Kuwait 258.8 M 1
5457 All Funds Bank S A 258.8 M 1
5458 Phoenix Insurance Company Limited 258.8 M 1
5459 ANZ Bank 258.8 M 1
5460 David R Sanchez 258.4 M 1
5461 Amity Investment Management 258.4 M 1
5462 GB Capital Markets LLC 258.4 M 1
5463 Highland Capital Funds Distributor Inc 258.1 M 6
5464 Cannell & Spears LLC 258.0 M 1
5465 Bridge Haven LLC 257.8 M 4
5466 Stonegate Capital Markets Inc 257.8 M 2
5467 Fund Placement Israel FPI 257.8 M 4
5468 BMSS Wesson Wealth Solutions 257.4 M 2
5469 Matinecock Capital LLC 257.1 M 3
5470 Commongood Securities LLC 257.0 M 5
5471 Banyan Global Investment Advisors LLC 256.8 M 3
5472 Ashberg Ltd 255.4 M 2
5473 CDC IXIS Capital Markets 255.0 M 1
5474 Terwin Capital LLC 255.0 M 1
5475 HANA Daetoo Securities Ltd 255.0 M 2
5476 Brookline Group LLC 254.9 M 10
5477 Acanthus Capital Limited 254.7 M 5
5478 Bright Harbor Advisors 254.6 M 2
5479 Oaktree Capital Management LP 254.6 M 2
5480 Ruvane Fund Management Corporation 254.3 M 1
5481 Coller Capital Inc 253.8 M 3
5482 Dynasty Securities LLC 253.8 M 6
5483 Brinker Capital Securities Inc 253.7 M 2
5484 Carol Lefcourt 253.7 M 2
5485 No 3rd Party Marketer Received Compensation for Asset Raising in 2013 253.6 M 3
5486 Itajuba Capital Ltd 253.5 M 3
5487 Marpach Consulting Group LLC 253.5 M 3
5488 26 Degrees Global Markets 252.5 M 3
5489 Hamon Asset Management Limited 252.5 M 1
5490 Route 67 252.3 M 1
5491 Platinum Grove Asset Management Japan Ltd 252.2 M 1
5492 Fourbridges Capital Advisors LLC 252.0 M 2
5493 Swissalts Consulting GmbH 251.9 M 4
5494 Skilnik Investment Group Ltd 251.4 M 12
5495 Klitzberg Associates 250.9 M 6
5496 Lumyna Investments Ltd 250.6 M 1
5497 Claxton Associates Ltd 250.4 M 1
5498 Tanden Research Institute LLC 250.0 M 1
5499 CAV GP Ltd 249.9 M 1
5500 Sullivan & Serwitz 249.6 M 3
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