FormDSignal

CHARLES SCHWAB & CO., INC.

Custodian · NEW YORK, United States · WESTLAKE, United States · EL PASO, United States · SAN FRANCISCO, United States · NEW YOK, United States · ORLANDO, United States

Funds served
174
Advisers served
33
Gross assets on those funds
$24.19B
Client launches, 12 months
60

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name CHARLES SCHWAB & CO., INC. on an existing fund. For CHARLES SCHWAB & CO., INC.: your clients' new funds. For everyone else: launches where CHARLES SCHWAB & CO., INC. is the incumbent to beat.

60 launches in the last 12 months by advisers that already use CHARLES SCHWAB & CO., INC., each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming CHARLES SCHWAB & CO., INC. as custodian

  • BROADWOOD PARTNERS, L.P.
  • PARTNERS CAPITAL GREYHAWK FUND, L.P.
  • BBR ABSOLUTE RETURN (QP), LP
  • BBR EQUITY LONG/SHORT (QP), LP
  • BBR FIXED INCOME OPPORTUNITIES FUND, LP

All 174 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.