AltMountain

StoneX

Private fund prime broker · 73 private funds on SEC Form ADV

Advisers' Form ADV filings name StoneX as prime broker to 62, custodian to 24 and marketer or placement agent to 2 private funds, 73 funds in all. It ranks No. 26 of 173 prime brokers by number of private funds served.

Rankings

Funds served, by type

  • Hedge funds63
  • Other private funds7
  • Private equity funds3

Where its clients are

State of the funds' U.S. advisers.

  • Minnesota14
  • New Jersey7
  • New York7
  • Florida6
  • Maryland5
  • Illinois4
  • Kentucky4
  • California3
  • Texas3
  • Alabama3
  • Michigan2
  • Washington2

Where the funds are organized

  • United States50
  • Cayman Islands23

Private funds that name StoneX (28 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
Wexford Spectrum Trading Limited
Cayman IslandsHedge fund
Gross assets$869M
Minimum$5.0M
Owners75
AdviserWexford Capital LP
SIT Alpha II Bond Fund, LTD.
Cayman IslandsHedge fund
Gross assets$556M
Minimum$1.0M
Owners4
AdviserSIT Fixed Income Advisors II, LLC
Westrock Alpha Master Fund, L.P.
Cayman IslandsHedge fund
Gross assets$406M
Minimum$1.0M
Owners11
AdviserWestrock Asset Management, LLC
Wexford Catalyst Trading Limited
Cayman IslandsHedge fund
Gross assets$343M
Minimum$5.0M
Owners32
AdviserWexford Capital LP
SIT Bond Portfolio, L.P.
Delaware, United StatesHedge fund
Gross assets$314M
Minimum$1.0M
Owners18
AdviserSIT Fixed Income Advisors II, LLC
Greenland Global Master Fund II Limited
Cayman IslandsHedge fund
Gross assets$249M
Minimum$100K
Owners2
AdviserGreenland Investment Management
Debello Trading Limited
Cayman IslandsHedge fund
Gross assets$162M
Minimum$1.0M
Owners26
AdviserWexford Capital LP
405 Sstv V Master LTD
Cayman IslandsHedge fund
Gross assets$147M
Minimum$100K
Owners1
AdviserGreenland Investment Management
R40 Founders Fund LP
Delaware, United StatesHedge fund
Gross assets$101M
Minimum$5.0M
Owners2
AdviserRoom40 Capital LLC
Microvest Edf Master Fund, LTD.
Cayman IslandsHedge fund
Gross assets$95.5M
Minimum$250K
Owners23
AdviserDAI Asset Management, LLC
Wexford Focused Trading Limited
Cayman IslandsHedge fund
Gross assets$90.6M
Minimum$100K
Owners9
AdviserWexford Capital LP
PLY Primus Fund (USA) LP
Delaware, United StatesHedge fund
Gross assets$75.0M
Minimum$1.0M
Owners5
AdviserEvergreen Capital Associates LLC
Wexford Long Term Equity Investors LLC
Delaware, United StatesHedge fund
Gross assets$71.4M
Minimum$100K
Owners7
AdviserWexford Capital LP
Union Spring Fund LTD.
Cayman IslandsHedge fund
Gross assets$55.0M
Minimum$1.0M
Owners6
AdviserEvergreen Capital Associates LLC
Tectonic Global Opportunities Fund LLC
Delaware, United StatesHedge fund
Gross assets$35.5M
Minimum$1.0M
Owners7
AdviserEvergreen Capital Associates LLC
SIT Alpha III Bond Fund, LTD.
Cayman IslandsHedge fund
Gross assets$31.0M
Minimum$1.0M
Owners3
AdviserSIT Fixed Income Advisors II, LLC
E.M.O. Sterling Return Lt Fund
New York, United StatesPrivate fund
Gross assets$23.3M
Minimum$150K
Owners57
AdviserE. Magnus Oppenheim & Co. Inc.
SIT Offshore Custom Alpha Fund, SPC - Segregated Portfolio C
Cayman IslandsHedge fund
Gross assets$23.3M
Minimum$1.0M
Owners2
AdviserSIT Fixed Income Advisors II, LLC
Tectonic Strategy Fund Australia LLC
Delaware, United StatesHedge fund
Gross assets$22.0M
Minimum$1.0M
Owners1
AdviserEvergreen Capital Associates LLC
The Telsey Consumer Fund Master LP
Cayman IslandsHedge fund
Gross assets$11.0M
Minimum$250K
Owners8
AdviserTelsey Consumer Fund Management LP
SIT Offshore Custom Alpha Fund, SPC - Segregated Portfolio a
Cayman IslandsHedge fund
Gross assets$9.5M
Minimum$1.0M
Owners2
AdviserSIT Fixed Income Advisors II, LLC
Microvest II-A, LP
Cayman IslandsPrivate equity fund
Gross assets$5.3M
Minimum$500K
Owners50
AdviserDAI Asset Management, LLC
BT Fund SPC
Cayman IslandsHedge fund
Gross assets$3.0M
Minimum$250K
Owners1
AdviserBlack Toro LLC
Zebra Municipal Bond Arbitrage Fund, LP
Delaware, United StatesPrivate equity fund
Gross assets$2.4M
Minimum$100K
Owners14
AdviserWPG Financial Group, LLC
Canyons Investment Fund, L.P.
Delaware, United StatesHedge fund
Gross assets$2.1M
Minimum$500K
Owners4
AdviserChicago River Capital, LLC
SIT Offshore Custom Alpha Fund, SPC - Segregated Portfolio B
Cayman IslandsHedge fund
Gross assets$1.6M
Minimum$1.0M
Owners2
AdviserSIT Fixed Income Advisors II, LLC
Disruptive Ventures LLC, Series SP
Delaware, United StatesPrivate equity fund
Gross assets$1.3M
Minimum$50K
Owners8
AdviserMillennial Advisers, Llc.
Superfund Managed Futures Strategy (Cayman) Fund LTD.
Cayman IslandsPrivate fund
Gross assets$0
MinimumNone set
Owners1
AdviserSuperfund Advisors, Inc.

45 more funds name StoneX: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

Stonex Financial Inc.; Stonex Markets, LLC; Stonex Securities Inc.; Stonex Financial Pte LTD; Stonex Financial, Inc.; Stonex Group Inc.; Stonex Advisors Inc.; Stonex Financial Limited; Stonex; Stonex Bank

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.