Hedge Fund Investing Through Your IBKR Account

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Find Investment Opportunities in the Hedge Fund Marketplace

The 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.

Funds with Quarterly Performance Updates

  Rates of Return
Returns as reported by Hedge Fund and Not Interactive Brokers
 
Fund 2023 2022 2021 2020 2019 AUM Min. Invest. Invest Strategy
Hedge Fund 108.95% -81.23% 2.17% 156.14% 49.78% 12.50  MM 0.05  MM Primarily Long, strategic short/options
Hedge Fund 91.05% -60.80% 8.25% 75.67% 50.21% 8.80  MM 0.10  MM Long bias, value investment, US & China
Hedge Fund 43.07% -46.62% 21.79% 39.14% 68.17% 9.30  MM 0.10  MM* Long/Short
Hedge Fund 39.30% -65.30% - - - 16.00  MM 0.25  MM* Long Only Global Growth in Technology
Hedge Fund 36.90% -45.77% 21.33% 69.53% 47.41% 19.00  MM 0.40  MM* Long
Hedge Fund 23.76% -5.50% 20.90% 15.84% 18.24% 12.10  MM 0.10  MM* Equity Hedge long/short
Hedge Fund 21.74% -71.16% -4.52% 94.03% 24.26% 4.50  MM 1.00  MM* We run a long-biased strategy
Hedge Fund 19.20% 18.36% 7.20% -10.96% 12.62% 7.20  MM 0.20  MM* Uncorrelated/systematic/mkt. neutral/AI
Hedge Fund 18.54% -38.40% -0.34% - - 9.13  MM 0.50  MM* Hidden gem small cap companies
Hedge Fund 16.36% 10.75% 18.99% - - 34.50  MM 1.00  MM Automated 0 DTE SPX - Absolute Return
Hedge Fund 15.97% 12.53% 15.62% 17.28% 18.31% 696.08  MM 1.00  MM Volatility arbitrage using SPX options.
Hedge Fund 15.71% -6.33% 9.88% 2.58% 7.34% 51.00  MM 0.25  MM* Income Generating Options Strategy
Hedge Fund 14.27% 32.38% 14.23% 18.56% 20.90% 21.48  MM 0.15  MM* Long-biased equity
Hedge Fund 13.78% -51.68% 25.05% 4.84% 59.87% 170.50  MM 0.25  MM* Event Driven, Long/Short Value Investing
Hedge Fund 12.90% 4.30% 18.00% 20.10% 10.80% 28.00  MM 0.50  MM* Long/Short Variable net
Hedge Fund 10.47% -24.99% 7.65% 209.96% - 18.00  MM 0.10  MM Quantitative arbitrage, program trading
Hedge Fund 9.58% -5.54% 14.45% 14.40% 13.50% 23.00  MM 1.00  MM* Multi-asset class at discount to NAV
Hedge Fund 6.80% 27.20% 21.80% 32.90% 10.20% 7.50  MM 0.10  MM* Fundamental Long Only
Hedge Fund 6.64% 12.56% 12.13% 30.80% 9.12% 16.83  MM 0.10  MM* Quantitative absolute returns strategies
Hedge Fund 6.49% -15.38% 37.16% 19.05% 17.60% 11.24  MM 0.25  MM* ...
Hedge Fund 6.47% 39.33% 66.15% 16.80% 23.10% 156.10  MM 0.50  MM* Long/bias, low turnover 75-125% net-long
Hedge Fund 5.87% 0.93% 9.95% 23.78% 20.14% 51.15  MM 0.25  MM* Long/Short equity
Hedge Fund 5.81% -29.05% 10.69% -1.99% 50.01% 4.05  MM 0.25  MM* Global multi-asset, multi-strategy.
Hedge Fund 5.23% 5.74% 2.58% 24.28% -1.36% 3.09  MM 0.10  MM* Market Neutral Statistical Arbitrage
Hedge Fund 5.02% -3.34% 11.77% 3.70% 10.18% 161.78  MM 0.25  MM* Multi Strategy
Hedge Fund 4.61% 4.23% 59.98% 65.22% - 7.11  MM 0.25  MM* Long primarily, short selectively.
Hedge Fund 2.48% -22.00% 18.80% 5.58% 12.93% 6.32  MM 0.10  MM* Quantitative Strategy
Hedge Fund 2.31% -22.55% -4.77% 34.48% 33.21% 33.00  MM 0.25  MM* Long/Short & Events ~50% Net Exposure
Hedge Fund 1.43% -6.99% 5.15% 2.33% 8.69% 24.40  MM 0.10  MM* Long
Hedge Fund 0.92% -24.54% 4.59% 26.08% 22.86% 154.59  MM 0.50  MM* Long/Short Equity
Hedge Fund -4.85% -4.63% 32.50% 90.10% 5.22% 17.00  MM 0.50  MM* Long/Short, Multi-strategy Equities
Hedge Fund -19.37% 76.16% 25.88% -11.51% -6.49% 15.27  MM 0.25  MM* Long/short value stocks & macro
Hedge Fund -25.70% 31.58% 26.30% 22.59% - 34.75  MM 1.00  MM Long/Short

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

Funds Not Supplying Quarterly Performance Updates

  Rates of Return
Returns as reported by Hedge Fund and Not Interactive Brokers
 
Fund 2023 2022 2021 2020 2019 AUM Min. Invest. Invest Strategy
Hedge Fund 103.12% -93.53% 7.39% 87.67% 89.16% 10.37 MM 0.20  MM* Long/Short
Hedge Fund 32.81% -19.32% -6.10% 73.72% 2.64% 25.80 MM 0.25  MM* Event-Driven, Long/Short
Hedge Fund 17.39% -11.99% 23.86% 18.39% 38.10% 81.00 MM 0.25  MM Long/Short Equity Financial Sector
Hedge Fund 15.89% -8.80% 22.18% 35.20% 27.77% 25.44 MM 1.00  MM* Long ETFs, short ETF option strangles
Hedge Fund 15.16% -56.68% 4.90% 88.40% - 4.14 MM 0.25  MM* Concentrated, Long-Only Value Fund
Hedge Fund 14.69% 12.12% - - - 12.85 MM 0.20  MM* Long/Short on US index equity markets
Hedge Fund 10.43% 1.20% 23.10% 104.10% - 6.98 MM 1.00  MM* Long/Short
Hedge Fund 10.20% 9.40% 27.70% -3.80% 21.00% 130.00 MM 0.50  MM Long only equities
Hedge Fund 9.81% 10.51% 19.22% 7.76% 11.32% 31.00 MM 0.25  MM* Delta neutral options strategy
Hedge Fund 9.70% -16.80% 54.40% 15.70% 40.80% 70.00 MM 1.00  MM Long only
Hedge Fund 8.00% -11.00% - - - 3.80 MM 0.10  MM* Long/short concentrated growth fund.
Hedge Fund 7.10% 12.78% 14.93% 46.73% - 8.20 MM 1.00  MM* Multi-Strategy
Hedge Fund 6.86% 4.86% 51.41% 54.47% 11.84% 31.00 MM 0.05  MM Market Neutral Strategies
Hedge Fund 6.10% -31.06% 3.84% 16.53% 20.12% 15.93 MM 0.10  MM Multi-Strategy Equity Hedge
Hedge Fund 6.10% -38.30% 34.80% 44.10% -1.85% 3.00 MM 0.10  MM* Primarily long with short overlay
Hedge Fund 5.72% 11.78% 22.17% 21.16% 6.02% 26.70 MM 0.10  MM* Systematic Macro (trendfollowing)
Hedge Fund 5.60% -15.60% -1.27% 51.18% - 65.00 MM 1.00  MM* Long/Short Global
Hedge Fund 5.57% -18.88% 22.04% 21.41% 34.79% 25.50 MM 0.50  MM intrinsic value based, long biased
Hedge Fund 5.40% -23.40% 53.80% 13.30% 24.80% 24.00 MM 0.25  MM Value-oriented small cap and special sit
Hedge Fund 3.48% -22.89% 21.96% -4.59% 40.64% 10.00 MM 0.50  MM* Long Biased
Hedge Fund 3.27% -10.77% 27.93% 13.50% - 6.05 MM 0.25  MM* Long-biased, fundamental value
Hedge Fund 2.96% -13.50% 28.66% 9.26% 23.37% 21.00 MM 0.10  MM* Long Only
Hedge Fund 2.85% -10.50% 45.10% 17.90% 32.40% 6.99 MM 0.25  MM* Long/Short REIT Focused
Hedge Fund -0.34% -37.47% 50.74% 23.55% 22.07% 5.00 MM 0.05  MM Concentrated global small cap value
Hedge Fund -1.80% -19.70% 38.40% 72.20% 72.70% 145.00 MM 1.00  MM* Long biased equities
Hedge Fund -3.21% -3.58% 17.42% 24.47% 15.47% 3.12 MM 0.10  MM* Systematic Global Macro + Quant Futures
Hedge Fund -4.09% -36.30% -7.47% 172.36% 11.47% 16.00 MM 0.25  MM* Long-only
Hedge Fund -4.35% 7.85% -6.13% 11.41% - 7.20 MM 1.00  MM* Long Vol/Tail Risk Hedging
Hedge Fund -9.37% -12.19% 62.18% -10.76% 33.91% 71.00 MM 0.25  MM* Focused equity, financial sector

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

Hedge Fund trading at IBKR

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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.