Hedge Fund Investing Through Your IBKR Account
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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 | 2022 | 2021 | 2020 | 2019 | 2018 | AUM | Min. Invest. | Invest Strategy |
| Hedge Fund | 36.60% | 25.88% | -11.51% | -6.49% | -17.69% | 11.59 MM | 0.25 MM* | Long/short microcap & macro |
| Hedge Fund | 22.02% | 22.17% | 21.16% | 6.02% | -7.94% | 25.10 MM | 0.10 MM* | Systematic Macro (trendfollowing) |
| Hedge Fund | 19.75% | 15.74% | 31.11% | 6.45% | - | 6.00 MM | 1.00 MM* | Multi-Strategy |
| Hedge Fund | 15.36% | 14.23% | 18.56% | 20.90% | -9.30% | 14.45 MM | 0.05 MM* | Long-biased equity |
| Hedge Fund | 15.00% | 21.80% | 32.90% | 10.20% | 4.50% | 6.80 MM | 0.50 MM* | Fundamental Long Only |
| Hedge Fund | 7.34% | 18.99% | - | - | - | 16.90 MM | 0.10 MM* | Automated 0 DTE SPX - Absolute Return |
| Hedge Fund | 5.80% | 15.62% | 17.28% | 18.31% | 10.68% | 498.31 MM | 1.00 MM | Volatility arbitrage using SPX options. |
| Hedge Fund | 5.26% | 32.50% | 90.10% | 5.22% | - | 8.40 MM | 0.50 MM* | Long/Short, Multi-strategy |
| Hedge Fund | 4.93% | 7.20% | -10.96% | 12.62% | 16.40% | 4.60 MM | 0.20 MM* | Uncorrelated, systematic, mkt. neutral |
| Hedge Fund | 4.75% | 2.58% | 24.28% | -1.36% | 4.90% | 3.09 MM | 0.10 MM | Market Neutral Statistical Arbitrage |
| Hedge Fund | 3.57% | 12.13% | 30.80% | 9.12% | 6.34% | 14.16 MM | 0.10 MM* | Quantitative absolute returns strategies |
| Hedge Fund | 0.10% | 18.00% | 20.10% | 10.80% | 8.20% | 24.00 MM | 0.50 MM* | Long/Short Variable net |
| Hedge Fund | -2.01% | 17.42% | 24.47% | 15.47% | 3.49% | 3.11 MM | 0.10 MM* | Systematic Global Macro + Quant Futures |
| Hedge Fund | -2.15% | 62.18% | -10.76% | 33.91% | -17.12% | 82.60 MM | 0.25 MM* | Focused equity, financial sector |
| Hedge Fund | -2.43% | 9.95% | 23.78% | 20.14% | 12.96% | 38.30 MM | 0.25 MM* | Long/Short equity |
| Hedge Fund | -3.80% | 20.90% | 15.84% | 18.24% | -13.98% | 8.00 MM | 0.10 MM* | Equity Hedge long/short |
| Hedge Fund | -4.12% | 14.45% | 14.40% | 13.50% | -1.03% | 25.00 MM | 1.00 MM* | Multi-asset class at discount to NAV |
| Hedge Fund | -4.42% | 11.77% | 3.70% | 10.18% | 0.62% | 185.12 MM | 0.25 MM* | Multi Strategy |
| Hedge Fund | -4.60% | 9.00% | 11.70% | 7.80% | -6.30% | 13.60 MM | 0.10 MM* | Long-biased undervalued equities |
| Hedge Fund | -5.88% | 60.69% | 102.66% | 61.91% | -4.44% | 46.82 MM | 1.00 MM | Generate absolute capital appreciation |
| Hedge Fund | -6.68% | 22.18% | 35.20% | 27.77% | -1.57% | 19.70 MM | 0.50 MM* | Long ETFs, short ETF option strangles |
| Hedge Fund | -7.37% | 30.47% | -16.56% | 72.97% | 0.04% | 27.82 MM | 1.00 MM* | LRT Economic Moat Strategy |
| Hedge Fund | -9.80% | 5.15% | 2.33% | 8.69% | - | 24.04 MM | 0.10 MM* | Long |
| Hedge Fund | -10.50% | 45.10% | 17.90% | 32.40% | -19.50% | 6.08 MM | 0.25 MM* | Long/Short REIT Focused |
| Hedge Fund | -10.69% | 39.58% | - | - | - | 4.20 MM | 0.10 MM | Long/short, short term, quant/tactical |
| Hedge Fund | -11.20% | 53.81% | 13.33% | 24.83% | 1.70% | 22.00 MM | 0.25 MM | Value-oriented small cap and special sit |
| Hedge Fund | -11.60% | 25.10% | 4.84% | 59.87% | -10.96% | 322.00 MM | 0.25 MM | Event Driven, Long/Short Value Investing |
| Hedge Fund | -11.80% | 22.16% | 30.53% | 29.78% | 12.26% | 23.00 MM | 0.25 MM* | Multi Strategy |
| Hedge Fund | -12.14% | -7.48% | 172.38% | 11.47% | -9.31% | 29.50 MM | 0.25 MM* | Long-only |
| Hedge Fund | -15.24% | 7.65% | 209.96% | - | - | 21.00 MM | 0.10 MM | Quantitative arbitrage, program trading |
| Hedge Fund | -15.60% | -1.27% | 51.18% | - | - | 65.00 MM | 1.00 MM* | Long/Short Global |
| Hedge Fund | -18.88% | 22.04% | 21.41% | 34.79% | -10.82% | 22.00 MM | 0.50 MM | intrinsic value based, long biased |
| Hedge Fund | -19.67% | 4.59% | 26.08% | 22.86% | - | 187.49 MM | 0.50 MM* | Long/Short Equity |
| Hedge Fund | -22.90% | 18.80% | 5.58% | 12.93% | -4.64% | 6.69 MM | 0.10 MM* | Quantitative Strategy |
| Hedge Fund | -24.50% | 54.40% | 15.70% | 40.80% | -24.40% | 55.00 MM | 1.00 MM | Long only |
| Hedge Fund | -27.77% | 4.90% | 88.40% | - | - | 5.97 MM | 0.25 MM* | Concentrated, Long-Only Value Fund |
| Hedge Fund | -28.40% | 42.10% | 27.70% | 18.60% | - | 6.12 MM | 0.50 MM* | Long/Short Equity |
| Hedge Fund | -29.35% | 34.80% | 44.10% | -1.85% | -4.91% | 4.10 MM | 0.10 MM* | Primarily long with short overlay |
| Hedge Fund | -30.61% | -6.01% | 86.62% | 29.98% | 12.42% | 17.46 MM | 0.25 MM | Long/Short equity. No leverage |
| Hedge Fund | -32.29% | 3.84% | 16.53% | 20.12% | -4.06% | 14.57 MM | 0.10 MM | Multi-Strategy Equity Hedge |
| Hedge Fund | -36.02% | 10.69% | -1.99% | 50.01% | -20.33% | 3.79 MM | 0.25 MM* | Global multi-asset, multi-strategy. |
| Hedge Fund | -41.30% | 50.74% | 23.55% | 22.07% | -22.32% | 4.80 MM | 0.05 MM | Concentrated global small cap value |
| Hedge Fund | -43.70% | 38.40% | 72.20% | 72.70% | -62.60% | 160.00 MM | 1.00 MM* | Long biased equities |
| Hedge Fund | -47.03% | 21.33% | 69.53% | 47.41% | -9.30% | 13.00 MM | 0.40 MM* | Long |
| Hedge Fund | -53.80% | 15.69% | 13,356.00% | - | - | 25.00 MM | 0.50 MM | Concentrated Growth |
| Hedge Fund | -60.81% | 8.21% | 75.67% | 50.21% | -29.09% | 4.20 MM | 0.25 MM | Long bias, value investment, US & China |
| Hedge Fund | -62.06% | 7.39% | 87.67% | 89.16% | -21.08% | 10.37 MM | 0.20 MM* | Long/Short |
| Hedge Fund | -64.85% | -9.34% | 126.71% | - | - | 8.17 MM | 0.25 MM* | long/Short, Event Driven, Long Bias |
| Hedge Fund | -68.86% | -4.52% | 94.03% | 24.26% | -21.53% | 4.50 MM | 1.00 MM* | We run a long-biased strategy |
| Hedge Fund | - | 23.86% | 18.39% | 38.10% | -16.02% | 75.00 MM | 0.10 MM | Long/Short Equity Financial Sector |
* 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.