CHARLES SCHWAB & CO., INC.
Prime broker · NEW YORK, United States · WESTLAKE, United States · SAN FRANCISCO, United States · GREENWICH, United States
- Funds served
- 8
- Advisers served
- 5
- Gross assets on those funds
- $362.9M
- Client launches, 12 months
- 21
Form D launches by this prime broker'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.
21 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 prime broker
- SILVERCREST JEFFERSON FUND LP
- SUMMIT PRIVATE INVESTMENTS II, L.P.
- SEMPER AUGUSTUS INVESTMENT PARTNERS, L.P.
- TAYLOR INSURANCE SERIES - SILVERCREST INSURANCE SERIES
- TAYLOR INSURANCE SERIES LP - TALSON ACIER FUND
All 8 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.