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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
7301 Marvel Finance 71.8 M 2
7302 AB Global Wealth 71.8 M 2
7303 Leverone 71.4 M 1
7304 Regal Securities Inc 71.3 M 3
7305 Valdes & Moreno Inc 71.1 M 3
7306 RedBird Capital Partners Management LLC 71.0 M 1
7307 Aaron Wealth Advisors 70.8 M 1
7308 Accel-KKR 70.8 M 2
7309 Erin Gargan D/B/A Socialite 70.8 M 3
7310 Everena 70.8 M 1
7311 First Point Equity 70.7 M 1
7312 Sequoia Financial Advisors LLC 70.7 M 2
7313 Austin Growth Capital LLC 70.5 M 3
7314 DAYO Management Ltd 70.5 M 1
7315 Bailard Fund Services Inc 70.4 M 7
7316 Gabriel Horn Capital LLC 70.2 M 1
7317 Bryn Mawr Capital Management LLC 70.1 M 1
7318 Accredited Investors Wealth Management 70.1 M 1
7319 Syntrinsic Investment Counsel LLC 70.1 M 1
7320 MGO One Seven 70.1 M 1
7321 Bryn Mawr Trust Advisors LLC 70.1 M 1
7322 Oneseven 70.1 M 1
7323 JPJ Nanjing 70.0 M 5
7324 JPJ Shanghai 70.0 M 5
7325 Medici Advisors Limited 69.9 M 4
7326 Palico SAS 69.5 M 1
7327 FI3 Financial Advisors LLC 69.5 M 2
7328 MENG Jiang 69.4 M 1
7329 Gaofeng YE 69.4 M 1
7330 RSTU Capital PTE Ltd 69.4 M 1
7331 TCN Private Wealth Management LLC 69.3 M 2
7332 Paxstone Capital Europe Partners 69.2 M 1
7333 Bermuda Life Worldwide Ltd 69.2 M 2
7334 Candarim Formerly Dexia Asset Managmeent 69.2 M 2
7335 Nicolas Schmidt-Urzua 69.1 M 10
7336 MGMD Banca de Inversion Sa de CV 69.1 M 2
7337 MGMD Banca de Inversin Sa de CV 69.1 M 2
7338 Fortanum GmbH 69.1 M 1
7339 MH59 S RL 69.1 M 1
7340 Infrontier Limited 69.1 M 1
7341 Case Advisors Limited 69.1 M 1
7342 Adamant Investment Partners Limited 69.1 M 1
7343 Karroo Capital Limited 69.1 M 1
7344 Martin Halliwell 69.1 M 1
7345 MH59 Sa RL 69.1 M 1
7346 Cutwater Asset Management 69.0 M 2
7347 Empire State Financial Inc 68.9 M 8
7348 MXC Ltd 68.9 M 26
7349 Ersel SIM Spa 68.9 M 1
7350 Tim Laflin 68.9 M 1
7351 Lynn McAlister 68.9 M 1
7352 Larry Toomey 68.9 M 1
7353 Crossbow Investments LLC 68.8 M 1
7354 Ridgewood Securities Corporation 68.8 M 1
7355 EWM Capital Limited 68.7 M 1
7356 Hyde Park Capital Advisors LLC 68.7 M 1
7357 Lara Shull & May LLC 68.6 M 5
7358 Lara May & Associates LLC 68.6 M 5
7359 Conwell Capital Advisors 68.6 M 1
7360 Jerrod John Stelli Financial Instruments Intermediary Business 537 Registered with the Local Kanton Finance Bureau 68.5 M 4
7361 Steven Spielman 68.2 M 1
7362 Ravipati Enterprises 68.2 M 1
7363 Lenore Kopko 68.2 M 1
7364 Matthew CHUA 68.2 M 1
7365 Eve Xanthopoulos 68.2 M 1
7366 Mallory Capital LLC 68.2 M 5
7367 David Dewey 68.2 M 5
7368 Advisors and Partners 68.1 M 2
7369 Advisors & Partners 68.1 M 2
7370 McCoy Associates 68.0 M 2
7371 Riverside Advisory Services LLC 68.0 M 1
7372 CMB Management Consulting Ltd 68.0 M 1
7373 Intuitae Courtage 67.9 M 2
7374 Native Dancer BV 67.9 M 1
7375 Positron Consultancy Services Private Limited 67.7 M 1
7376 AIP Advisors Limited 67.6 M 1
7377 Accelnorth Partners Limited 67.5 M 1
7378 Consilium Capital 67.4 M 1
7379 PineBridge Investments Japan Co Ltd 67.3 M 4
7380 Minerva Capital Limited 67.2 M 1
7381 Greenway Investment Consulting Ltd 67.2 M 6
7382 Atlantic Trust Company A Division of Invesco National Trust Company 67.1 M 2
7383 Transamerica Financial Advisors Inc 67.1 M 2
7384 Marston Moors Sa 67.1 M 1
7385 Middlebury Securities LLC 67.0 M 1
7386 Joseph W Griffin 67.0 M 1
7387 JC Kane 67.0 M 1
7388 Donald Hannan 67.0 M 1
7389 Siena Global Securities LLC and Affiliate Fern Creek Ventures LLC 67.0 M 1
7390 Ascalon Capital Manageres Limited 66.9 M 1
7391 Garrison Securities LLC 66.9 M 1
7392 Deepwave Partners 66.9 M 1
7393 Hawthorne Lane Capital Group LLC 66.8 M 1
7394 Barclay Investments LLC 66.7 M 1
7395 Greenstone Group FZF 66.7 M 1
7396 Lars Bjoergerd 66.7 M 1
7397 Bartlett & Co Wealth Management LLC 66.7 M 1
7398 Childress Capital Advisors LLC 66.7 M 1
7399 Soaring Capital Management LLC 66.6 M 1
7400 Tyrus Capital Asset Management Europe Limtied 66.6 M 1
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