Hedge Fund Capital Introduction Program
The Hedge Fund Capital Introduction Program is designed to help Hedge Funds who use IBKR as their principal Prime Broker market their Funds to our customers who are Accredited Investors and Qualified Purchasers, as well as other Hedge Funds who have opened their funds to investing by qualified IB clients.
The Hedge Fund Capital Introduction Program is provided free of charge to all Hedge Funds who use IBKR as their principal Prime Broker and have at least $3 million in assets under management. In addition, eligible Hedge Fund accounts must be have one year of audited financial documents. Funds approved in the marketplace have the ability to participate in a monthly Capital Introduction Webinar series where funds present directly to accredited investors and qualified purchasers. There is a short ten minute educational presentation followed by a short live Q&A.
In order to apply for the program the fund needs to complete the Hedge Fund Capital Introduction Program (HFCIP) application. To do this, the fund manager (F account) needs to log into Portal with the primary user. If the fund is not linked to a fund manager then fund itself needs to log in with the primary user to complete the application. There are additional eligibility requirements which we have outlined below.
Eligibility
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Entities allowed for investors that can view marketplace: IB-LLC, IB-HK, IB-SG, IB-AU
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Entities allowed for hedge fund that can apply to the marketplace: only open for IB-LLC funds. Other entities cannot apply at this time.
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Only Accredited Investors and Qualified Purchasers can view marketplace
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Interactive Brokers must be the principle prime broker. This is defined as 75% of assets (not including cash or products unable to be held at IBKR such as real estate).
Instructions
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Select Settings > Investors' Marketplace - Advertise Services
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Select Hedge Funds
If you do not see the Hedge Funds links, please reach out to HFCIP@InteractiveBrokers.com
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Follow the instructions on the screen to complete the application. Please note, Fund Managers need to select Families of Funds Management to view the application screen and select the fund that they are applying with.
Note: Secondary users cannot complete the application.
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Click Application Checklist to view a list of information that you will be asked to provide in the application.
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Click Hedge Fund Capital Introduction Program FAQs to view a list of frequently asked questions about the program.
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To apply for participation in the program:
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Read the question on the screen pertaining to 75% of positions and assets carried by IB and click either Yes or No.
If you answer No, a message appears informing you that you are not eligible to participate in the Hedge Fund Capital Introduction Program. -
If you answered Yes to the question, click Continue.
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Complete the application, which comprises several pages. Click Continue to advance to the next page in the application; click Back if you need to correct an error on a previous page.
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A list of required documents appears on the last page of the application. Follow the instructions on the page to provide us with the required documents, which will complete your application.
We will review your application as follows:
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We will complete a review of your application before your fund is active in the marketplace. For more questions on the review process, please reach out to HFCIP@InteractiveBrokers.com.
Additional Resources
Learn About the Hedge Fund Capital Introduction Program at IBKR Campus