Hedge Fund Investing Through Your IBKR Account
Find Investment Opportunities in
the Hedge Fund Marketplace
IBKR Advantage
- Review performance data for independent hedge funds
- View private placement memoranda and subscription information
- Use a secure, password-protected area of our website to invest
- Directly contact hedge funds or request a hedge fund contact you
Hedge Fund Investing
A Path for Discerning and Sophisticated Investors
Interactive Brokers' Hedge Fund Marketplace is an online version of a traditional Capital Introduction program and is designed to allow hedge funds who use IBKR as their principal prime broker to market their funds to IBKR clients who are Accredited Investors and Qualified Purchasers, as well as to other hedge funds who already market their funds to IBKR clients at the Hedge Fund Marketplace.
- IBKR clients can browse and invest in participating hedge funds via a password-protected area of our website.
- View and download hedge fund information such as documentation, private placement memoranda and subscription information.
- Contact funds directly or request a fund contacts you. After subscribing to a fund, you can easily transfer funds between your account and the fund.
How Can I Participate?
Eligible clients can access the Hedge Fund Marketplace by logging in to Client Portal or visiting the Investors Marketplace.
Minimum Investments Allowed by the Funds
The minimum investment for most independent funds participating in the Hedge Fund Marketplace is USD 25,000. However, some funds may have a larger minimum investment requirement.
Risks of Hedge Fund Investing
- Funds participating in the Hedge Fund Marketplace may not have registered under the securities laws of the United States, any state, or any other jurisdiction. The Hedge Fund Marketplace is not an offer to sell shares of any of the Funds. Rather, the offer to invest in the Funds may only be made by the private placement memorandum for the relevant Fund and only to investors who meet certain eligibility requirements.
- An investment in a Hedge Fund is speculative and involves a high degree of risk. Only sophisticated, high net worth investors with a high risk tolerance should participate.
- The Hedge Funds listed on the website are independent from Interactive Brokers and Interactive Brokers will not supervise their trading decisions or be liable for losses.
Hedge Fund Marketplace
Hedge Fund names in the table below have been made anonymous. Log in to Client Portal to review Information on Hedge Fund names, returns, assets under management, minimum required investment and investment strategy.
| Rates of Return Returns as reported by Hedge Fund and Not Interactive Brokers |
||||||||
|---|---|---|---|---|---|---|---|---|
| Fund | 2021 | 2020 | 2019 | 2018 | 2017 | AUM | Min. Invest. | Invest Strategy |
| Hedge Fund 01 | 56.64% | 13.33% | 24.83% | 1.70% | 23.90% | 22.00 MM | 0.25 MM | Value-oriented small cap and special sit |
| Hedge Fund 02 | 54.82% | 126.71% | - | - | - | 8.17 MM | 0.25 MM * | long/Short, Event Driven, Long Bias |
| Hedge Fund 03 | 54.40% | 72.20% | 72.70% | -62.60% | 233.70% | 215.00 MM | 1.00 MM * | Long biased, concentrated |
| Hedge Fund 04 | 41.97% | 24.91% | 1.50% | -1.41% | - | 10.76 MM | 0.25 MM * | Long Only Orientation |
| Hedge Fund 05 | 40.65% | 239.18% | 39.58% | -8.94% | 20.11% | 75.00 MM | 0.10 MM | Long-biased; mostly small-cap |
| Hedge Fund 06 | 38.97% | -10.76% | 33.91% | -17.12% | 23.26% | 74.00 MM | 0.25 MM * | Focused equity, financial sector |
| Hedge Fund 07 | 38.66% | 23.55% | 22.07% | -22.32% | 18.21% | 8.60 MM | 0.05 MM | Concentrated global small cap value |
| Hedge Fund 08 | 37.21% | 4.84% | 59.87% | -10.96% | 44.20% | 432.00 MM | 0.50 MM * | Event Driven, Long/Short Value Investing |
| Hedge Fund 09 | 37.00% | 90.10% | 5.22% | - | - | 8.10 MM | 0.50 MM * | Long/Short, Multi-strategy |
| Hedge Fund 10 | 35.51% | 54.47% | 11.84% | -6.00% | 12.48% | 32.00 MM | 0.05 MM | Market Neutral Strategies |
| Hedge Fund 11 | 33.60% | 24.70% | 22.20% | - | - | 13.00 MM | 0.25 MM * | Event Driven Long/Short Equity |
| Hedge Fund 12 | 33.20% | 32.90% | 10.20% | 4.50% | - | 4.60 MM | 0.50 MM * | Fundamental Long Only |
| Hedge Fund 13 | 32.50% | 15.70% | 40.80% | -24.40% | 5.00% | 63.00 MM | 1.00 MM | Long only |
| Hedge Fund 14 | 30.03% | 75.67% | 50.21% | -29.09% | 33.03% | 15.00 MM | 0.25 MM | Long bias, value investment, US & China |
| Hedge Fund 15 | 29.68% | -16.56% | 72.97% | 0.04% | 80.93% | 27.82 MM | 1.00 MM * | LRT Economic Moat Strategy |
| Hedge Fund 16 | 29.68% | 87.67% | 89.16% | -21.08% | 93.75% | 13.35 MM | 0.20 MM * | Long/Short |
| Hedge Fund 17 | 27.16% | 24.47% | 15.47% | 3.49% | 0.11% | 5.58 MM | 0.10 MM * | Systematic Global Macro |
| Hedge Fund 18 | 25.57% | 21.16% | 6.02% | -7.94% | 2.89% | 15.80 MM | 0.10 MM * | Systematic Macro (trendfollowing) |
| Hedge Fund 19 | 22.30% | 21.00% | - | - | - | 29.50 MM | 1.00 MM * | Long only |
| Hedge Fund 20 | 22.04% | 21.41% | 34.79% | -10.82% | 18.30% | 32.00 MM | 0.50 MM | intrinsic value based, long biased |
| Hedge Fund 21 | 22.01% | 69.53% | 47.41% | -9.30% | 47.28% | 25.00 MM | 0.30 MM * | Long and longer |
| Hedge Fund 22 | 20.69% | -11.51% | -6.49% | -17.69% | -12.41% | 7.28 MM | 0.25 MM * | Long/short microcap & macro |
| Hedge Fund 23 | 20.67% | 39.14% | 68.17% | -11.75% | 33.76% | 12.45 MM | 0.10 MM * | Long/Short |
| Hedge Fund 24 | 19.43% | 61.28% | - | - | - | 4.77 MM | 0.25 MM | Long/Short |
| Hedge Fund 25 | 17.99% | 6.92% | 32.04% | -14.89% | 20.34% | 65.00 MM | 0.10 MM | Long only value with low turnover |
| Hedge Fund 26 | 16.69% | 94.03% | 24.26% | -21.53% | 29.64% | 6.79 MM | 1.00 MM * | We run a long-biased strategy |
| Hedge Fund 27 | 16.20% | 88.40% | - | - | - | 6.83 MM | 0.08 MM * | Concentrated, Long-Only Value Fund |
| Hedge Fund 28 | 14.92% | -1.99% | 50.01% | -20.33% | 19.48% | 5.91 MM | 0.25 MM * | Global multi-asset, multi-strategy. |
| Hedge Fund 29 | 14.57% | 14.40% | 13.50% | -1.03% | 12.33% | 26.00 MM | 1.00 MM * | Multi-asset class at discount to NAV |
| Hedge Fund 30 | 14.56% | 209.96% | - | - | - | 28.00 MM | 0.10 MM | Quantitative arbitrage, program trading |
| Hedge Fund 31 | 14.40% | 14.79% | 28.48% | -17.16% | 24.12% | 12.00 MM | 0.10 MM * | Long/Short Equity |
| Hedge Fund 32 | 13.00% | 27.70% | 18.60% | - | - | 3.75 MM | 0.50 MM * | Multi Strategy; Long/Short Equity |
| Hedge Fund 33 | 12.72% | 21.70% | 16.00% | - | - | 38.00 MM | 0.25 MM * | Fundamental Long/Short public securities |
| Hedge Fund 34 | 10.64% | 18.39% | 38.10% | -16.02% | 17.98% | 64.50 MM | 0.10 MM | Long/Short Equity Financial Sector |
| Hedge Fund 35 | 10.60% | 31.91% | 18.90% | -9.51% | 15.41% | 80.00 MM | 0.25 MM * | Event Driven. Long Biased, Special Sit. |
| Hedge Fund 36 | 10.16% | 34.48% | 33.21% | 18.40% | 40.15% | 63.00 MM | 0.25 MM * | Long/Short & Events ~50% Net Exposure |
| Hedge Fund 37 | 10.07% | 86.62% | 29.98% | 12.42% | 25.18% | 33.51 MM | 0.25 MM | Long/Short equity. No leverage |
| Hedge Fund 38 | 9.85% | 15.09% | 18.03% | -4.87% | 6.29% | 6.40 MM | 0.25 MM * | Tax Deferred Long/Short NO K1 |
| Hedge Fund 39 | 9.39% | 3.70% | 10.18% | 0.62% | 11.28% | 167.87 MM | 0.25 MM * | Multi Strategy |
| Hedge Fund 40 | 9.24% | 81.50% | -14.35% | -4.05% | 29.21% | 150.00 MM | 0.10 MM * | Long term, Low frequency, Long Biased |
| Hedge Fund 41 | 8.92% | 9.32% | 9.43% | -6.32% | 5.22% | 10.00 MM | 0.25 MM * | Long/Short |
| Hedge Fund 42 | 8.02% | -10.96% | 12.62% | 16.40% | 13.20% | 4.30 MM | 0.20 MM * | Mkt neutral quant machine learning |
| Hedge Fund 43 | 7.33% | 23.06% | 19.98% | 12.96% | - | 29.83 MM | 0.25 MM * | Long/Short equity |
| Hedge Fund 44 | 7.08% | 5.58% | 12.93% | -4.64% | 21.13% | 8.26 MM | 0.10 MM * | Quantitative Strategy |
| Hedge Fund 45 | 6.90% | 51.18% | - | - | - | 43.40 MM | 1.00 MM * | Long/Short Global |
| Hedge Fund 46 | 6.00% | -24.95% | 13.26% | 41.41% | -5.18% | 3.02 MM | 0.25 MM * | AI drive futures stat arb fund |
| Hedge Fund 47 | 5.32% | 16.53% | 20.12% | -4.06% | 11.86% | 21.44 MM | 0.10 MM | Multi-Strategy Equity Hedge |
| Hedge Fund 48 | 5.25% | 13,356.00% | - | - | - | 23.50 MM | 0.50 MM | Concentrated Growth |
| Hedge Fund 49 | 5.10% | 7.95% | 20.22% | -6.59% | 11.11% | 16.00 MM | 0.05 MM * | Hedged Long Position in S&P 500 stocks |
| Hedge Fund 50 | 4.63% | 30.50% | 8.18% | 6.34% | -2.77% | 14.32 MM | 0.25 MM * | Quantitative absolute returns strategies |
| Hedge Fund 51 | 3.60% | 10.49% | 5.73% | 43.00% | 102.00% | 14.00 MM | 0.25 MM * | Opportunistic. Long or short |
| Hedge Fund 52 | 3.52% | 268.02% | 66.21% | -28.63% | 17.06% | 5.50 MM | 0.10 MM | Long-only equities. Long-term value. |
| Hedge Fund 53 | 3.43% | 0.90% | 25.50% | -7.90% | 20.60% | 5.10 MM | 0.25 MM | Long/Short Financials+Business Services |
| Hedge Fund 54 | 3.41% | 35.64% | 12.67% | 26.07% | 22.93% | 8.00 MM | 0.25 MM | Long/Short equity with long bias |
| Hedge Fund 55 | 3.11% | 26.20% | 22.86% | - | - | 224.00 MM | 0.50 MM * | Long/Short Equity |
| Hedge Fund 56 | 2.10% | 20.10% | 10.80% | 8.20% | 16.90% | 10.00 MM | 0.50 MM * | Long/Short Variable net |
| Hedge Fund 57 | 1.99% | 33.54% | - | - | - | 12.00 MM | 0.50 MM * | Long/Short Equity, Top-Down Macro |
| Hedge Fund 58 | 1.41% | -12.01% | 3.66% | 0.19% | 11.67% | 16.34 MM | 0.10 MM | Sell put and call options |
| Hedge Fund 59 | 0.00% | 31.20% | 27.20% | -24.90% | 22.40% | 12.00 MM | 0.25 MM | Long Term Value, Structured Product |
| Hedge Fund 60 | -1.40% | 14.18% | 5.77% | -14.49% | 6.94% | 14.25 MM | 0.25 MM * | Systematic / Quantitative |
| Hedge Fund 61 | -2.15% | 42.87% | 13.56% | -12.03% | - | 3.25 MM | 0.10 MM * | Equity Long/Short, Thematic, Sm/Mid Cap |
| Hedge Fund 62 | -2.58% | 69.92% | 7.42% | 3.11% | 2.84% | 10.40 MM | 0.20 MM * | Long/short equity |
| Hedge Fund 63 | -3.75% | 36.23% | 5.40% | 8.30% | 16.80% | 18.46 MM | 0.50 MM * | equity market neutral strategy |
| Hedge Fund 64 | -5.05% | 252.42% | 35.72% | -18.37% | -0.17% | 10.00 MM | 0.10 MM | Long/short equity. Long-term value. |
| Hedge Fund 65 | -9.99% | 191.20% | 11.26% | -17.54% | 36.18% | 34.76 MM | 0.25 MM | Long Bias |
| Hedge Fund 66 | - | 92.00% | 34.00% | 28.30% | 40.90% | 160.00 MM | 0.50 MM * | Public equity long/short fund |
| Hedge Fund 67 | - | 156.14% | 49.78% | 6.49% | 58.99% | 41.50 MM | 0.05 MM | Primarily Long, strategic short/options |
| Hedge Fund 68 | - | 39.36% | 17.06% | 7.11% | 50.84% | 32.65 MM | 0.20 MM * | Long bias |
| Hedge Fund 69 | - | 25.80% | 9.60% | - | - | 30.00 MM | 0.25 MM | Long/Short across the Capital Structure |
| Hedge Fund 70 | - | 2.33% | 8.69% | - | - | 18.57 MM | 0.10 MM * | Long |
| Hedge Fund 71 | - | 147.50% | -20.80% | -35.10% | 59.50% | 15.00 MM | 0.25 MM | Systematic Long Bias |
| Hedge Fund 72 | - | 64.10% | 21.70% | -2.50% | 8.20% | 13.50 MM | 0.20 MM * | Long/Short, with long emphasis |
| Hedge Fund 73 | - | 7.76% | 9.26% | 2.74% | 13.88% | 13.00 MM | 0.25 MM * | Delta neutral options strategy |
| Hedge Fund 74 | - | 15.84% | 18.24% | -13.98% | 17.86% | 8.80 MM | 0.25 MM * | Equity Hedge long/short |
| Hedge Fund 75 | - | 72.49% | 22.41% | -1.20% | 18.20% | 8.80 MM | 0.25 MM * | Fundamental Long / Short Equity |
* The Fund may agree to accept smaller investments at its discretion.
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Open an AccountNotes:
- Rates of Return are net of all fees and expenses.
- 2019 rates reflect Year to Date values.
- Rates displayed in bold have been designated as "Audited" by the hedge fund.
Disclosure
IRA accounts are not eligible to invest in participating Hedge Funds.
Information provided in the Hedge Fund Marketplace (including any articles or commentary posted by the hedge funds) is provided by the hedge funds themselves and not by Interactive Brokers. The information is NOT a recommendation by Interactive Brokers that you should invest in hedge funds or in these particular hedge funds.
The hedge funds are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the past or future performance of the hedge funds or the accuracy of the information provided by the hedge funds. Investing in hedge funds is risky. Interactive Brokers does not conduct any "suitability" review to make sure that any hedge fund investment is suitable for you. Past performance is no guarantee of future results.
Hedge funds are highly speculative and investors may lose their entire investment. Also, interests in hedge funds are generally not transferable and hedge funds may restrict your ability to withdraw your funds quickly. Hedge funds generally calculate the value of your investment monthly or quarterly and unlike mutual funds are not required to provide regular pricing or valuation information to investors. Hedge funds may involve complex tax structures and delays in distributing tax information to investors. Hedge funds often charge high fees.