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
6201 Pavillion Asset Management Co Ltd 153.7 M 1
6202 Kenneth Griebell 153.3 M 1
6203 Argentis Advisors Inc 153.2 M 2
6204 Beta Wealth Group Inc 153.2 M 3
6205 Five Mile Capital Securities LLC 153.2 M 8
6206 Dedham Institution for Savings 153.1 M 2
6207 CBIZ Retirement Plan Advisory Services 153.1 M 4
6208 Introsight Advisors 153.0 M 1
6209 Mirabella Malta Advisers 152.8 M 1
6210 D-Tail Family Office AG 152.8 M 1
6211 Rhincodon Capital AG 152.3 M 1
6212 R5 Capital Ltd 152.3 M 1
6213 Sinclair & Company LLC 152.2 M 3
6214 Daley & Tang Securities LLC 152.0 M 1
6215 Roselaine Securities LLC 152.0 M 1
6216 First Southern Securities LLC 151.9 M 1
6217 Eureka Capital Partners HK Ltd 151.9 M 5
6218 Jinan Fanmei Consultancy Co Ltd 151.8 M 12
6219 Sun HUNG KAI & Co Limited 151.3 M 1
6220 BSS Capital 151.3 M 1
6221 David Cohen 151.3 M 1
6222 Adara Advisors PTY Limited 151.2 M 1
6223 ISIS Asia PTY Limited 151.2 M 1
6224 KB Securities Ltd 151.2 M 1
6225 Korea Asset Investment Secrurities 151.1 M 1
6226 Ark Alternative Advisors Co Ltd 151.1 M 1
6227 Sauren Fonds-Research AG 150.9 M 2
6228 Carillon Tower Advisers Inc 150.9 M 2
6229 Alpine Private Capital LLC 150.1 M 2
6230 Alpine Private Wealth 150.1 M 2
6231 Cenzia as 150.0 M 1
6232 Penserra Capital Management LLC 150.0 M 1
6233 Novafund Advisors Division of Du Pasquier & Co Inc 149.9 M 6
6234 Davis Securities LLC 149.9 M 6
6235 HP Wealth Management S PTE Ltd 149.9 M 1
6236 Australia and New Zealand Banking Group Limited 149.9 M 1
6237 Old Mutual Wealt Life Insurance Limited 149.9 M 1
6238 OMAN ARAB Bank SAOC 149.9 M 1
6239 Lombard Odier and CIE 149.9 M 1
6240 Jupiter Asset Management International Sa 149.5 M 3
6241 Oxford Advisors Ltd 149.3 M 1
6242 Vectorglobal IAG Inc 149.3 M 1
6243 El Dorado Investment SAC 149.3 M 1
6244 Paradigm Partners International Ltd 149.3 M 1
6245 Monex Securities Inc 149.3 M 1
6246 Advisory Investor Services LLC 149.3 M 1
6247 Quest Advisors Inc 149.3 M 1
6248 Global Capital Peru 149.3 M 1
6249 Pro Capital LLC 149.3 M 1
6250 Chipney Company Ltd 149.3 M 1
6251 Grupo Promotora de Vivienda Para Mexico 149.3 M 1
6252 Molyger Sa 149.3 M 1
6253 Startengine Primary LLC 149.2 M 93
6254 Aldebaran Advisory SL 149.1 M 2
6255 Boileau Conseil 149.1 M 2
6256 Majlis Investment Management LLC 149.0 M 2
6257 B Riley & Co LLC 148.9 M 15
6258 First Forte Consulting 148.7 M 1
6259 Stormharbour Securities Hong Kong Limited 148.7 M 1
6260 Adam Ladjadj 148.7 M 1
6261 Pan American Finance LLC 148.7 M 1
6262 Houlihan Lokey EMPA LLP 148.6 M 1
6263 Lakestreet Family Office AG 148.6 M 1
6264 VCP Advisors Ltd 148.1 M 3
6265 3ICO Securities LLC 148.1 M 5
6266 Philip R Trussell 148.0 M 2
6267 ZIV Investment Company 148.0 M 1
6268 Scott M Harrington 147.8 M 2
6269 Banque Safre Luxembourg 147.4 M 1
6270 Jack Barber Frontier Solutions LLC 147.4 M 1
6271 Ventum Group 147.2 M 3
6272 Physis Partners LLC 147.2 M 1
6273 LXG Capital SAC 147.2 M 1
6274 Global Strategic Associates LLC 147.2 M 1
6275 Estrategias Corporativas Sa 147.2 M 1
6276 Various Schroders Group Entities UB Asset Management Ltd 146.7 M 1
6277 Matrix Capital Group Inc 146.7 M 2
6278 Tollymore Investments LLC 146.7 M 2
6279 Capital & Marketing Services Ltd 146.5 M 3
6280 Investx Markets LLC 146.4 M 27
6281 Cara Partners & Investors 146.1 M 2
6282 Greycourt & Co Inc 146.0 M 1
6283 Rise Financial Services LLC 145.8 M 1
6284 Synocap Limited 145.8 M 1
6285 Advanced Alpha Advisers Inc 145.8 M 1
6286 Indian Harbor LLC 145.6 M 4
6287 Laurea LLC 145.6 M 1
6288 Curtis Point Holdings LLC 145.6 M 1
6289 Interchange Capital Partners 145.6 M 3
6290 T Rowe Price International Ltd 145.4 M 3
6291 Henderson Park Capital 145.2 M 3
6292 Carat Capital 145.0 M 1
6293 Teissedre & Associs 145.0 M 1
6294 Auris Gestion Prive 145.0 M 1
6295 My Family Officer Lyon 145.0 M 1
6296 Justae 145.0 M 1
6297 LotusGroup Capital 144.8 M 1
6298 Summit Financial Resources Inc 144.5 M 2
6299 Blackwood Investments Management Ltd 144.5 M 2
6300 Clockhouse Capital 144.3 M 1
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