TD Ameritrade, Inc.
Private fund custodian · 32 private funds on SEC Form ADV
Advisers' Form ADV filings name TD Ameritrade, Inc. as custodian to 27 and prime broker to 12 private funds, 32 funds in all. It ranks No. 246 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Hedge funds25
- Private equity funds3
- Other private funds3
- Venture capital funds1
Where its clients are
State of the funds' U.S. advisers.
- Puerto Rico8
- New York5
- Texas3
- Connecticut2
- Illinois2
- Pennsylvania1
- New Jersey1
- Indiana1
- Nevada1
- California1
- Florida1
Where the funds are organized
- United States32
Private funds that name TD Ameritrade, Inc. (6 listed here)
26 more funds name TD Ameritrade, Inc.: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
TD Ameritrade, Inc.; TD Ameritrade
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.