RIA Intelligence

CHARLES SCHWAB & CO., INC.

WESTLAKE, Washington, United States

Funds Served
216
Total GAV
$69.7B

Funds

Fund Name Adviser Type GAV
REGENTS PARTNERS INCOME FUND V, LP REGENTS PARTNERS, LLC Hedge Fund $1.3M
EQUINOX PRIVATE EQUITY FUND LP MANCHESTER CAPITAL MANAGEMENT LLC Private Equity Fund $1.2M
OPAL SHEPPARD OPPORTUNITIES FUND I LP OPAL ADVISORS, LLC Hedge Fund $1.1M
OPAL SHEPPARD OPPORTUNITIES FUND I LP OPAL ADVISORS, LLC Hedge Fund $1.1M
REGENTS PARK EQUITY FUND, LP REGENTS PARTNERS, LLC Hedge Fund $890.4K
REGENTS PARK EQUITY FUND, LP REGENTS PARTNERS, LLC Hedge Fund $890.4K
REGENTS PARK EQUITY FUND, LP REGENTS PARTNERS, LLC Hedge Fund $890.4K
REGENTS PARK EQUITY FUND, LP REGENTS PARTNERS, LLC Hedge Fund $890.4K
REGENTS PARK EQUITY FUND, LP REGENTS PARTNERS, LLC Hedge Fund $890.4K
VISIONSQUARE FUND, L.P. VISIONSQUARE FUND, L.P. Hedge Fund $250K
PERMANENS CAPITAL DEFENSIVE INCOME FUND, L.P. PERMANENS CAPITAL L.P. Other Private Fund $53.5K
PERMANENS CAPITAL EQUITIES FUND, L.P. PERMANENS CAPITAL L.P. Other Private Fund $51.3K
LEGACY SSN SPV, LLC WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC Other Private Fund $14.2K
KNAPTON, LIMITED PARTNERSHIP KNAPTON, NICHOLAS ROSS Hedge Fund $0
WST INCOME FUND I, LLC WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC Other Private Fund $0
EQUINOX PRIVATE EQUITY FUND IV, L.P. MANCHESTER CAPITAL MANAGEMENT LLC Private Equity Fund $0