Top 25 Fund Custodians League Tables

Private and Public Funds

Stay on top of the Fund Custodians who are winning and losing market share in this highly competitive and rapidly changing industry. Our League Tables are drawn from our industry leading database that includes287,000+activepublic and private funds,46,000+ registered and un-registered US and non-US investment advisersand5,000+service providers. Do not be fooled by competitors who includeinactive fundsin their numbers.

Ideal for investment advisers looking for independent decision support when looking to hire new or change existing Fund Custodians  who want to track the performance of Fund Custodians to the funds that they are targeting or currently servicing, investment bankers looking to identify candidates in this highly competitive market, asset owners who want to improve their understanding of the Fund Custodians supporting their funds or their advisers (surprise examinations) and regulators who want to study growth and risk trends in the industry..

All reports include a year-over-year view of the Top 25 Fund Custodians with detailed market share segmented by Hedge, Private Equity, Prive Credit, Infrastructure, Venture Capital, Real Estate, Securitized Assets, Liquidity and Other fund type.

Features

Features

  • Listing of Top 25 Fund Custodians by Funds and Assets
  • Year-over-Year Change in Funds and Assets
  • Breakdown of business into Single and Multi-Custodian category
  • Market Share of Top 25
  • Current Period Rankings and Year-over-Year ranking changes
  • Segmented by Fund Type (by Strategy is available upon request)

Choose Your League Table Subscription (Annual)

Global (Public and Private) League Tables

  • All Private Funds and Assets Aggregate

    Lists the total number of public and private funds and assets of the Top 25 Fund Custodians. Updated monthly. Drawn from our database of 287,000 active public and private funds. Updated monthly.

    $15,000
  • All Private Funds and Assets Segmented by Type of Fund

    Lists the total number of private funds and assets of the Top 25 Fund Custodians segmented by Hedge, Private Equity, Prive Credit, Infrastructure, Venture Capital, Real Estate, Securitized Assets, Liquidity and Other private fund types. Drawn from our database of 287,000 active private funds. Updated monthly.

    $20,000

Public Fund League Tables

  • Public Fund League Tables

    Lists the total number of public funds and assets of the Top 25 Custodians drawn from our database of 42,000 active public funds. Updated monthly.

    $10,000

Private Fund League Tables

  • Hedge Fund League Table

    Analyzes  the Top 25  Custodians to the  27,000+ Hedge Funds

    $2,250
  • Private Equity League Table

    Analyzes  the Top 25 Custodians to the 58,000+ Private Equity Funds

    $2,250
  • Real Estate League Table

    Analyzes the Top 25 Custodians to 18,000+ Real Estate Funds

    $2,250
  • SAF League Table

    Analyzes the Top 25 Custodians to 3,000+ Securitized Assets Funds

    $2,250
  • Venture Capital League Table

    Analyzes the Top 25 Custodians to 42,000+ Venture Capital Funds

    $2,250
  • Venture Capital – Crowd Funding Platforms

    Analyzes the Top 25 Custodians to 42k+ Venture Capital Crowd Funds

    $2,250
  • Other Funds League Table

    Analyzes the Top 25 Custodians to 57k+ Other Funds accounting

    $2,250
  • Liquidity Funds League Table

    Lists the Top 25 Custodians to the 100+ Liquidity Funds

    $2,250

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Get an Annual Subscription to Our Total Market League Table
Detailed and segmented administrator insights into 247k+ funds accounting for $86 TN in assets

$20,000

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How You Benefit

  • Identify key players in the Fund Custodian industry
  • Monitor and track existing relationships
  • Analyze overall growth and identify industry winners
  • Conduct independent analysis for your Fund Custodians
  • Convergence can provide you with a deeper time series analysis of how Fund Custodians have grown their business across 9 different growth factors, all of which tell a story about the Fund Custodian firm

Investment Bank & PE Firms

Size the market and identify M&A and investment opportunities

Asset Managers

Identify and select "best fit" Auditor for your funds

Auditors

Monitor competitors and measure progress against strategic growth plans

Use Cases

  • Fund Custodians: Sales, client management, product management and senior management use our League Tables to monitor, measure and benchmark their growth versus the market, market segment and peer group and their progress against strategic growth plans
  • Auditors, Fund Administrators, Prime Brokers Marketers and Compliance Firms: Use our League Tables to follow Fund Custodians doing business with the funds they support.
  • Investment Banks & PE Firms: Our League Tables are used to measure the size and growth of funds and assets in the market and sub-markets and to identify M&A and investment opportunities
  • Investment Managers: Use our League Tables Select to meet their fiduciary obligations to hire the  "best fit" Auditor for their existing and new funds and monitor the ongoing growth and financial sustainability of the Fund Custodians they use.
  • Asset Owners: Use our League Tables to evaluate the Fund Custodian hired by their investment managers. Our League Table data can be provided at the strategy level which can be used to determine if they are hiring the “best-fit” Fund Custodian.
  • Regulators: Use our League Tables to identify industry growth, business concentrations within and among Fund Custodians and systemic risks that can emerge in this unregulated market.
Use

Convergence's Data Independence and Accuracy

Independence

We are the only firm that does not rely on data sourced from insiders. Data sourced from insiders is often subjective and cannot be fully verified and validated by the data provider.

Accuracy

We spent several years testing, evaluating, normalizing and curating our data sources, including regulatory filings, and are proud to provide a 95% accuracy standard to the data we use to power our products and services, including attributing funds and assets to service providers and asset managers.

Breadth and Depth

Our combined fund database is the largest and most comprehensive in the market. We track 287,000+ active US and non-US Hedge, Private Equity, Venture Capital, Real Estate, Securitized Asset and Other funds.

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See how out data and research will optimize your business model. Contact George Gainer to set up a demo data today!

"Our investment mandate was to identify private equity Fund Administrators . Convergence's League Tables quickly helped us identify acquisition targets."

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FAQ

What are League Tables? plus icon

Detailed monthly insights into the Fund Type and Investment Strategies of the 600+ Fund Custodians.

Why should I care about League Tables? plus icon

You will gain an unprecedented holistic view of the entire 600+ Fund Custodians.

In what format will I receive the League Tables? plus icon

The League Table is downloadable in a PDF format.

When will I receive the League Tables after purchase? plus icon

You will receive the League Tables within 2 business days after purchase.

Are League Tables a subscription model? And how frequently will I receive updates? plus icon

Yes - they are an annual subscription and you will receive updates on the second Monday of each month.

Do you have a support number or email if I have questions about the League Tables? plus icon

Yes, you can contact us at info@convergenceinc.com.

What Private Fund Types are available? plus icon

Hedge Funds - A hedge fund is a pooled investment fund that trades in relatively liquid assets and is able to make extensive use of more complex trading, portfolio-construction and risk management techniques to improve performance, such as short selling, leverage, and derivatives. Financial regulators generally restrict hedge fund marketing except to institutional investors, high net worth individuals and others who are considered sufficiently sophisticated. Generally hedge funds are open-ended and they receive performance fees on unrealized gains.

Private Equity Funds - Private equity is a type of equity and one of the asset classes consisting of equity securities and debt in operating companies that are not publicly traded on a stock exchange. A private-equity investment will generally be made by a private-equity firm, a venture capital firm or an angel investor. Each of these categories of investors has its own set of goals, preferences and investment strategies; however, all provide working capital to a target company to nurture expansion, new-product development, or restructuring of the company's operations, management, or ownership. Private Equity funds are generally closed-ended and only receive performance fees on realized gains.

Real Estate Funds -

Venture Capital Funds - Venture capital funds are pooled investment funds that manage the money of investors who seek private equity stakes in startups and small- to medium-sized enterprises with strong growth potential. These investments are generally characterized as very high-risk/high-return opportunities. In the past, venture capital (VC) investments were only accessible to professional venture capitalists, but now accredited investors have a greater ability to take part in venture capital investments. Still, VC funds remain largely out of reach to ordinary investors.

Other Funds - 

SAF Funds - Securitized products are pools of financial assets that are brought together to create a new security, which is then divided and sold to investors. Since the value and cash flows of the new asset are based on its underlying securities, these investments can be hard to analyze, but they have their benefits. Mortgages (residential and commercial), credit card receivables, auto loans, student loans, etc. can each be pooled together to create securitizations.

Liquidity Funds - Private liquidity funds entered the SEC vocabulary as the result of the February 2010 money market fund reform, which required private fund investment advisors to file Form PF by December 2012. The SEC defines liquidity funds as “any private fund that seeks to generate income by investing in a portfolio of short term obligations in order to maintain a stable net asset value per unit or minimize principal volatility for investors.”

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Get in touch with George Gainer