Hedge Fund Marketplace

Hedge Fund

Our online capital introduction program
lets you market your funds to IBKR clients.

The Hedge Fund Marketplace is part of our Investor’s Marketplace and is provided free of charge to all Hedge Funds who use IBKR as their principal Prime Broker, have at least $3 million in assets under management, and have an audited track record of at least one year or have done its trading at IBKR for the last year.

Interactive Brokers' Hedge Fund Marketplace is an online version of a traditional Capital Introduction program. It allows 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.

The Interactive Brokers Advantage:

  • Our sophisticated, high-net worth client base may be eligible and interested in placing a portion of their portfolio with your fund.
  • IBKR's Hedge Fund Marketplace (for participating Hedge Funds and participating investors) is accessed through a separate, secure, and password-protected area of the Interactive Brokers website. The Hedge Fund Marketplace is designed to comply with SEC rules limiting solicitation for private placements.
  • Participating Hedge Funds can post basic information about the Fund, the Fund manager and the Fund strategy. Potential investors can view and download related documentation, including private placement memoranda and subscription information.
  • Eligible Accredited Investors and Qualified Purchasers may contact the Fund management company directly through the Hedge Fund Marketplace, or request that the Fund contact them.
  • Once an investor has completed the Fund's documentation, IBKR will process transfers of funds from the investor's IBKR account directly to the Fund's account. IBKR will also process withdrawals/redemptions with the approval of the Fund and its Third-Party Administrator.
  • There is no need to open a new IBKR account to participate in the program. Simply access the Hedge Fund Marketplace to provide additional information required to join the program.
  • Hedge Funds and their Third Party Administrators use secure passwords to complete many automated administrative functions, including the ability to upload new Fund documentation, track downloads, require minimum investment sizes, identify a Fund as open or closed to new investments, and approve new investments or withdrawals/redemptions.

Join the Hedge Fund Marketplace

Your application will be subject to the review and approval of documentation and information as noted below:

  • The Fund or Fund Family must have a Third-Party Administrator.
  • The Fund or Fund Family must have an accountant or auditing firm to prepare audited financials for the Fund(s).
  • The IBKR Compliance Department will perform a brief review.

To Apply for this Program

  1. Log in to Portal.
  2. Click User Icon > Settings > Investors' Marketplace > Advertise Services > Investing > Hedge Funds.
  3. Follow the instructions on the screen to apply for this program.

Visit our website for a full list of our Sales Contacts.