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Hedge Fund Capital Introduction Program

Interactive Brokers' Hedge Fund Capital Introduction Program is an online version of a traditional Capital Introduction program and is designed to help Hedge Funds who use IB as their principal Prime Broker market their Funds to IB customers who are Accredited Investors and Qualified Purchasers.

IB’s Hedge Fund Capital Introduction Program is provided free of charge to all Hedge Funds who use IB as their principal Prime Broker and have at least $3 million in assets under management. In addition, eligible IB Hedge Fund accounts must be have a demonstrated track record of trading for at least one year.

The Hedge Fund Capital Introduction Program page in Account Management provides the following functions:

• Eligible Hedge Funds who use IB as their principal Prime Broker use this page to apply for participation in the program.
• Once a Hedge Fund is accepted into the program, the Fund’s Investment Manager uses this page to perform administrative functions, including uploading new Fund documentation for potential investors, require minimum investment sizes, identify a Fund as open or closed to new investments, and add or remove Funds.
• Each participating Hedge Fund account identifies at least one Third-Party Administrator, who functions as a second level of approval for investment and redemption requests. Third-Party Administrators for participating Funds use this page to approve investment and redemption requests, as well as review Fund documentation.

Who Can Access the Hedge Fund Capital Introduction Page?

You can access this page if you are a(n):

• Hedge Fund who uses IB as your principal Prime Broker.
  
  or
• Third-Party Administrator identified in the Hedge Fund Capital Introduction Program application.

 

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