TD Ameritrade
Custodian
Private funds
4
Advisory firms
4
About TD Ameritrade
TD Ameritrade is named as a custodian on Form ADV filings for 4 private funds across 4 SEC-registered advisers. It appears in multiple roles across filings: prime broker, custodian.
Largest fund clients
4 funds| Fund | Manager | Gross assets |
|---|---|---|
| Pinnacle Opportunity Fund, L.P. | Pinnacle Associates, Ltd. | $21.9M |
| Gallo Partners Fund, LP | Gallo Partners LP | $17.7M |
| Fi3 Capital Private Equity 2024, LP | Fi3 Financial Advisors, LLC | $5.4M |
| White Wolf Capital Management, LLC | White Wolf Capital Advisors, LLC | — |
Coverage
| As prime broker | 1 funds |
| As custodian | 3 funds |