Hedge Fund Investing Through Your IBKR Account

Hedge Fund Investing


A Path for Discerning and Sophisticated Investors

Browse and invest in participating Hedge Funds operated by third-party managers through a secure, password-protected area on our website.

Interactive Brokers clients identified as Accredited Investors and Qualified Purchasers under SEC rules can view information about independent Hedge Funds available through IBKR's online Hedge Fund Marketplace.

  • View and download basic information about participating Funds, including documentation, private placement memoranda and subscription information.
  • Contact the Fund management company or request that the Fund contact you. Once you have made your investment decision and signed the proper documents with the Fund, you will be able to easily transfer funds from your IBKR account to and from the Fund.
  • Hedge Funds who already market their funds to IBKR clients at our Hedge Fund Marketplace can invest in other participating Hedge Funds.

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 2019 2018 2017 2016 2015 AUM Min. Invest. Invest Strategy
Hedge Fund 01 54.16% 0.04% 78.66% 39.71% 4.91% 15.92 MM 1.00 MM * Concentrated Global Moat Strategy
Hedge Fund 02 52.27% -4.92% 46.54% 41.83% 16.96% 120.00 MM 0.50 MM * Options on S&P 500 Index
Hedge Fund 03 48.64% -11.67% 33.68% 15.01% -17.76% 5.18 MM 0.10 MM * Long/Short
Hedge Fund 04 45.49% -17.54% 36.18% 134.17% - 16.34 MM 0.25 MM Long Bias
Hedge Fund 05 43.43% 6.49% 58.99% 12.16% - 8.20 MM 0.05 MM Primarily Long, strategic short/options
Hedge Fund 06 35.30% 37.47% 22.11% - - 14.85 MM 0.25 MM * Long-biased, equity-focused
Hedge Fund 07 32.49% -20.33% 19.48% 14.23% 0.48% 6.69 MM 0.25 MM * Global multi-asset, multi-strategy.
Hedge Fund 08 31.30% -24.40% 5.00% 32.20% 18.40% 43.70 MM 1.00 MM Long only
Hedge Fund 09 28.16% -10.96% 44.20% 83.90% -3.10% 235.00 MM 0.50 MM Event Driven, Long/Short Value Investing
Hedge Fund 10 27.83% -22.32% 18.21% 15.10% 5.06% 4.70 MM 0.05 MM Concentrated global special situations
Hedge Fund 11 25.69% -16.02% 17.98% 48.08% -18.55% 43.50 MM 0.10 MM Long/Short Equity Financial Sector
Hedge Fund 12 24.47% -17.12% 23.26% 27.76% 8.01% 52.70 MM 0.25 MM * Focused equity, financial sector
Hedge Fund 13 22.74% 18.53% 40.21% 14.45% - 24.60 MM 0.50 MM * Event-Based Relative Value Long Bias
Hedge Fund 14 22.37% -1.20% 18.20% -0.20% 8.20% 5.50 MM 0.25 MM * Fundamental Long / Short Equity
Hedge Fund 15 22.07% -13.36% 21.40% -5.00% - 10.74 MM 0.50 MM * Long Only
Hedge Fund 16 21.16% -17.16% 24.12% 22.32% 13.27% 10.40 MM 0.25 MM * Long/Short Equity
Hedge Fund 17 20.21% -16.32% 27.60% - - 3.70 MM 0.50 MM * Long term quality cash flow companies
Hedge Fund 18 19.35% -17.69% -12.41% 31.52% -11.08% 8.25 MM 0.25 MM * Long/short microcap & macro
Hedge Fund 19 18.06% -21.53% 29.64% 19.60% -5.22% 3.92 MM 1.00 MM * We run a long-biased strategy
Hedge Fund 20 17.78% -11.37% 25.30% -30.18% 26.18% 4.29 MM 0.12 MM Long/short equity
Hedge Fund 21 17.60% 8.30% 16.80% -5.90% 13.30% 14.60 MM 0.50 MM * equity market neutral strategy
Hedge Fund 22 16.70% -7.90% 20.60% - - 3.75 MM 0.25 MM Sector L/S Focused on High Alpha/Sharpe
Hedge Fund 23 16.40% -13.00% 20.25% 65.45% -33.13% 73.80 MM 0.50 MM * Long/bias, low turnover 75-125% net-long
Hedge Fund 24 13.46% -9.51% 15.41% 8.49% 21.81% 50.00 MM 0.25 MM Event Driven. Long Biased, Special Sit.
Hedge Fund 25 12.76% -7.94% 2.89% 1.45% -15.58% 5.54 MM 0.10 MM * Systematic Macro (trendfollowing)
Hedge Fund 26 11.29% 26.10% 22.93% -0.26% -12.69% 4.80 MM 0.20 MM Long/Short equity with long bias
Hedge Fund 27 11.28% -1.03% 12.33% 20.53% - 20.00 MM 2.00 MM * Multi-asset class discount investing
Hedge Fund 28 8.05% -6.00% 12.48% 11.49% 15.38% 12.00 MM 0.25 MM * Market Neutral Strategies
Hedge Fund 29 8.00% -4.06% 11.86% - - 9.38 MM 0.10 MM * Multi-Strategy Equity Hedge
Hedge Fund 30 7.80% -6.30% 12.40% 10.90% -8.30% 9.98 MM 0.10 MM * Long-biased undervalued equities
Hedge Fund 31 7.53% 0.54% 11.28% 6.52% 0.15% 104.00 MM 0.25 MM Multi Strategy
Hedge Fund 32 5.74% -2.30% 8.47% 20.10% 6.09% 443.71 MM 0.10 MM Long IG Bonds, using leverage
Hedge Fund 33 5.34% 6.34% -2.77% -2.12% 12.69% 4.43 MM 0.10 MM Quantitative absolute returns strategies
Hedge Fund 34 4.58% -1.06% -0.60% 17.12% -9.92% 10.23 MM 0.25 MM * Global Macro Hedge Fund.
Hedge Fund 35 3.87% 0.89% 15.23% - - 11.00 MM 0.25 MM * Global Macro
Hedge Fund 36 2.43% 0.19% 11.67% -0.10% - 22.14 MM 0.10 MM Sell put and call options
Hedge Fund 37 -0.22% 5.09% 13.71% 7.27% 8.08% 32.00 MM 0.50 MM * Event driven, relative value
Hedge Fund 38 -1.00% - - - - 54.20 MM 0.50 MM Long/Short Equity
Hedge Fund 39 -1.00% - - - - 12.30 MM 1.00 MM Uranium focused investments
Hedge Fund 40 -1.00% 16.40% 13.20% -9.10% - 3.22 MM 0.20 MM * Mkt neutral quant machine learning
Hedge Fund 41 -5.80% -4.05% 29.21% -8.13% 15.05% 200.00 MM 0.10 MM * Long term, Low frequency, Long Biased
Hedge Fund 42 -7.20% 0.90% 75.53% 43.54% - 7.02 MM 0.25 MM * Strategically long/short volatility
Hedge Fund 43 -18.08% 15.18% 8.12% - - 7.80 MM 1.00 MM * Long/short equity and volatility
Hedge Fund 44 - -15.90% 33.60% 40.80% -22.00% 57.00 MM 2.00 MM * Long only
Hedge Fund 45 - 39.70% 22.00% 11.70% - 36.00 MM 0.25 MM Public equity long/short fund
Hedge Fund 46 - 5.70% 16.71% 16.01% 32.48% 32.80 MM 0.25 MM * Event Driven, Special Situations Equity
Hedge Fund 47 - 7.28% 26.87% 25.57% -19.68% 7.30 MM 0.25 MM * Deep Value long/short
Hedge Fund 48 - 2.74% 13.88% 5.12% 11.56% 7.00 MM 0.10 MM * Delta neutral option strategy
Hedge Fund 49 - 1.71% - - - 5.50 MM 0.10 MM Global Macro
Hedge Fund 50 - -18.90% 11.70% 17.05% 1.40% 3.50 MM 0.25 MM Long-biased, fundamental, growth

* The Fund may agree to accept smaller investments at its discretion.


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How Can I Participate?


Eligible investors can access the Hedge Fund Marketplace from the Investors' Marketplace, which is available in Client Portal and on our website.


Minimum Investments Allowed by the Funds


The independent funds that participate in IBKR’s Hedge Fund Marketplace allow Eligible investors to invest a minimum of $25,000 USD in a Fund. Note that some Funds require larger investments.

You can redeem a minimum of $25,000 USD or your balance in the Fund, whichever is lower, subject to the Fund's own redemption requirements.


Risks of Hedge Fund Investing


  • The funds listed in IBKR's Hedge Fund Marketplace may not have been 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.

Notes:

  • 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.