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Hedge Fund Investing Through Your IBKR Account

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PRODUCTS

Find Investment Opportunities in the Hedge Fund Capital Introduction Program

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 Sophisticated Investors

Interactive Brokers’ Hedge Fund Capital Introduction Program brings the traditional capital introduction model online. The program allows hedge funds that use IBKR as their principal prime broker to market their strategies to IBKR clients who are Accredited Investors or Qualified Purchasers, and to other participating hedge funds.

  • Access participating hedge funds through a secure, password-protected area of our website.
  • View and download key fund materials, including offering documents, private placement memoranda, and subscription details.
  • Connect directly with funds or request contact. Once subscribed, transfer assets seamlessly between your IBKR account and the fund.

How Can I Participate?

Eligible clients can access the Hedge Fund Capital Introduction Program by logging in to the Client Portal or by visiting the Investors Marketplace.

Minimum Investments Allowed by the Funds

The minimum investment for most independent funds participating in the Hedge Fund Capital Introduction Program is USD 25,000. However, some funds may have higher minimum investment requirements.

Risks of Hedge Fund Investing

  • Funds participating in the Hedge Fund Capital Introduction Program may not be registered under the securities laws of the United States, any state, or other jurisdictions. Please note, the program does not constitute an offer to sell shares of any fund. An offer to invest in a fund can only be made through the Private Placement Memorandum for that specific fund, and only to investors who meet the necessary eligibility requirements.
  • Investing in hedge funds is speculative and involves a high degree of risk. Only sophisticated, high-net-worth investors with a high-risk tolerance should consider participation.
  • The hedge funds listed on the website are independent entities and are not under the supervision of Interactive Brokers. As such, Interactive Brokers is not responsible for their trading decisions or liable for any resulting losses.

IBKR Hedge Fund Client Returns vs S&P 500 - H1 2025

Fund Size (USD) Number of Funds Mean 6 Months Return Median 6 Months Return S&P 500 TR Index
EQ < 5 mil 3,311 6.07 1.87
5 ≤ EQ < 10 734 6.29 6.67
10 ≤ EQ < 50 269 13.25 8.99
50 ≤ EQ < 100 81 9.83 9.51
100 ≤ EQ 48 7.25 7.13
All Funds 4,443 6.62 3.01 6.20

Hedge Fund Capital Introduction Program


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 2025 2024 2023 2022 2021 AUM Min. Invest. Invest Strategy
Hedge Fund 48.47% 53.18% 64.23% -28.95% 22.30% 92.00  MM 2.00  MM* Long only
Hedge Fund 29.59% 112.63% 43.47% -3.94% -12.78% 129.57  MM 0.25  MM* Long/Short
Hedge Fund 27.80% 80.05% 148.08% -81.23% 2.17% 34.30  MM 0.25  MM Primarily Long, strategic short/options
Hedge Fund 27.00% -4.00% 12.20% 27.30% 46.60% 6.10  MM 0.20  MM* Value based, Long Only, US equities/ADR
Hedge Fund 23.34% 47.98% 34.94% -51.68% 25.05% 369.35  MM 0.25  MM* Event Driven, Long/Short Value Investing
Hedge Fund 22.10% 16.81% 33.25% 32.38% 14.23% 42.22  MM 0.25  MM* Long-biased equity
Hedge Fund 21.38% 41.88% 44.18% -11.99% 23.86% 190.70  MM 0.25  MM Long/Short Equity Financial Sector
Hedge Fund 20.70% -43.63% -26.18% 76.16% 25.88% 9.78  MM 0.25  MM* Long/short value stocks & macro
Hedge Fund 20.42% 56.03% 30.80% -29.36% - 17.00  MM 0.25  MM* Long only
Hedge Fund 19.50% 54.00% 86.10% -65.30% - 21.00  MM 0.05  MM* Long Only Global Growth in Technology
Hedge Fund 15.01% 18.82% 57.12% -1.78% - 15.10  MM 0.10  MM* Global long biased fundamental equity
Hedge Fund 14.50% 7.80% 9.90% 27.20% 21.80% 9.00  MM 0.10  MM* Fundamental Long Only
Hedge Fund 14.28% 41.08% 20.60% 31.80% - 19.60  MM 0.25  MM* Global long/short fundamental equity
Hedge Fund 12.00% 99.00% - - - 4.64  MM 0.20  MM* High quality U.S. equities
Hedge Fund 10.85% 22.47% 53.47% -46.62% 21.79% 10.00  MM 0.10  MM* Long/Short
Hedge Fund 9.95% 29.33% 6.26% -56.68% 4.90% 5.65  MM 0.05  MM* Concentrated, Long-Only Value Fund
Hedge Fund 9.81% 20.10% 23.10% 4.30% 18.00% 106.00  MM 0.50  MM* Long/Short Variable net
Hedge Fund 9.37% 13.38% 6.71% 0.93% 9.95% 64.29  MM 0.25  MM* Long/Short equity
Hedge Fund 8.75% 15.01% 18.70% 10.75% 18.99% 60.18  MM 0.50  MM 0 DTE SPX - Absolute Return, Zero Beta
Hedge Fund 7.40% 28.70% 28.60% -16.80% 54.40% 106.00  MM 1.00  MM Long only
Hedge Fund 7.39% 9.09% 7.19% -10.63% 15.20% 3.00  MM 0.50  MM* Maximum positive months, long/short
Hedge Fund 7.23% 57.06% 31.02% -21.43% 16.08% 21.90  MM 0.25  MM* Long/Short
Hedge Fund 6.88% 31.04% 11.41% -12.19% 62.18% 122.00  MM 0.25  MM* Focused equity, financial sector
Hedge Fund 6.75% 10.90% 30.61% - - 40.00  MM 0.10  MM* L/S, quality bias/multiples of money IRR
Hedge Fund 6.32% 43.95% 51.55% -45.77% 21.33% 29.74  MM 1.00  MM* Long
Hedge Fund 4.93% 43.54% 27.77% -24.66% 9.85% 10.40  MM 0.25  MM* Tax Deferred Long/Short NO K1
Hedge Fund 3.22% 9.79% 16.54% -6.33% 9.88% 64.00  MM 0.25  MM* Income Generating Options Strategy
Hedge Fund 2.94% 3.91% 13.33% -5.54% 14.45% 19.00  MM 1.00  MM* Multi-asset class at discount to NAV
Hedge Fund 2.06% 9.83% 6.54% -6.99% 5.15% 31.00  MM 0.10  MM* Unconstrained bond fund
Hedge Fund 1.50% 5.20% 0.70% 24.30% 14.50% 26.00  MM 0.25  MM* Long-Short U.S. Equity, Low Correlation
Hedge Fund 0.28% 3.74% 19.11% -24.99% 7.65% 14.80  MM 0.10  MM Quantitative arbitrage, program trading
Hedge Fund -2.28% 35.05% 30.44% - - 49.62  MM 0.25  MM* Multi-strategy
Hedge Fund -2.98% 21.22% 21.70% -21.20% 38.30% 10.40  MM 0.10  MM Multi-Stat, Options Based, Net Long Vol
Hedge Fund -3.88% 42.41% 33.36% - - 57.79  MM 0.25  MM* Long/Short
Hedge Fund -7.72% 30.56% 41.70% -5.50% 20.90% 17.80  MM 0.10  MM* Equity Hedge long/short
Hedge Fund -9.12% 11.41% 4.73% 12.78% 14.93% 12.00  MM 1.00  MM* Quantitative
Hedge Fund -12.62% -1.76% 34.69% -38.40% -0.34% 5.00  MM 0.10  MM* Hidden gem small cap companies
Hedge Fund -14.76% 39.17% 15.20% -34.41% -6.01% 16.57  MM 0.25  MM* Long/Short equity. No leverage
Hedge Fund -15.67% 26.95% 26.35% -14.48% - 11.92  MM 0.25  MM* Long only concentrated public equity
Hedge Fund -34.83% -37.63% 136.36% -60.80% 8.25% 4.00  MM 0.10  MM Long bias, value investment, US & China

* 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 2025 2024 2023 2022 2021 AUM Min. Invest. Invest Strategy
Hedge Fund 31.52% 151.68% 73.77% - - 40.00 MM 1.00  MM* quantamental directional
Hedge Fund 29.68% 8.82% 21.67% -18.64% 22.49% 34.00 MM 0.25  MM* Long-Term Value, Structured Product
Hedge Fund 7.25% 1.99% 9.95% 20.96% 33.82% 11.90 MM 0.50  MM* Long-Biased
Hedge Fund 6.92% 36.06% 26.33% - - 16.40 MM 0.25  MM* Long biased investing in BDCs
Hedge Fund 2.66% -8.45% 16.25% -22.38% -3.00% 40.00 MM 0.10  MM* Long/Short & Events
Hedge Fund -0.70% 8.60% 10.11% 12.56% 12.13% 21.15 MM 0.10  MM* Quantitative absolute returns strategies
Hedge Fund -1.98% 8.76% 27.35% 10.51% 19.22% 57.00 MM 0.25  MM* Delta neutral options strategy
Hedge Fund -4.00% 9.90% 12.00% 12.12% - 12.90 MM 0.20  MM* Long/Short on US index equity markets
Hedge Fund -6.64% 35.20% 29.48% -71.16% -4.52% 4.50 MM 1.00  MM* We run a long-biased strategy
Hedge Fund -9.37% 19.51% 1.22% 11.78% 22.17% 30.60 MM 0.10  MM Systematic Macro (trendfollowing)
Hedge Fund -19.90% -12.90% 34.00% -19.70% 38.40% 185.00 MM 1.00  MM* Long biased equities
Hedge Fund - 30.58% 14.61% -36.30% -7.47% 19.20 MM 0.25  MM* Long-only
Hedge Fund - 16.29% 3.90% - - 14.70 MM 0.50  MM* Long-Bias, Value-Oriented, High Quality
Hedge Fund - 38.08% 27.12% -29.05% 10.69% 7.29 MM 0.25  MM* Global multi-asset, multi-strategy.
Hedge Fund - -34.47% 6.40% 3.90% 37.60% 3.60 MM 0.10  MM* Long and short across 60+ markets
Hedge Fund - 45.30% 37.60% -19.32% -6.10% 41.70 MM 0.25  MM* Event-Driven, Long/Short
Hedge Fund - 20.96% 27.62% -20.66% 28.49% 9.00 MM 0.10  MM* Long Biased Equity
Hedge Fund - 19.85% 32.28% -8.80% 22.16% 48.70 MM 0.50  MM* Long ETFs, short ETF option strangles
Hedge Fund - 16.24% 3.05% 1.90% 12.43% 7.36 MM 1.00  MM* Long/Short US-listed equities.

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

For information on accolades received, visit our awards page.

About Hedge Funds

Hedge funds are privately managed investment funds that pool capital from accredited or institutional investors and aim to earn returns through a wide range of strategies, including those beyond what traditional mutual funds or ETFs pursue.

Modern Building

Key characteristics of hedge funds include:

  • Exclusive access: Minimum investments are typically significant, which may limit access to wealthy individuals and institutions (e.g., minimum investment might be $1 million or more).
  • Flexible strategies: Can invest in stocks, bonds, currencies, derivatives, commodities, real estate, and more.
  • Use of leverage: Hedge funds often borrow money to amplify returns—this also increases risk.
  • Short selling: They can profit from falling asset prices by selling borrowed securities and buying them back later at a lower price.
  • Performance-based fees: Managers typically charge a management fee (e.g., 2%) and a performance fee (e.g., 20% of profits), known as “2 and 20.”

How Do I Invest in Hedge Funds?

Investing in hedge funds is typically limited to accredited or institutional investors. To qualify, individuals generally need a net worth over $1 million (excluding their primary residence) or an annual income exceeding $200,000 for the past two years ($300,000 with a spouse). Hedge funds are not listed on public platforms, so investors usually access them through private referrals, financial advisors, wealth management firms, or fund-of-funds.

Before investing, it's important to review the fund’s strategy, risk profile, fees, manager track record, and redemption terms. Investors must also sign legal documents, such as a private placement memorandum and subscription agreement, to confirm their eligibility. Minimum investments often start at $250,000 or more, and funds typically have restrictions on when money can be withdrawn.

What Are the Benefits and Risks of Hedge Funds?

Hedge funds can offer several benefits to investors. They often aim to deliver high returns by using a wide range of investment strategies. Hedge funds are flexible in what they can invest in, including stocks, bonds, currencies, and more. Some use techniques like short selling and leverage to try to profit in both rising and falling markets. This flexibility may help investors diversify their portfolios and reduce risk when markets are unstable. Many hedge funds are also managed by experienced professionals who closely monitor the markets and adjust their strategies based on changing conditions.

However, there are also important risks to consider. Hedge funds are not as transparent as regular mutual funds, so it can be hard for investors to fully understand what they are invested in. They often charge high fees, which can eat into profits. Many hedge funds also have limits on when investors can take their money out, making them less liquid than other investments. Because they sometimes use borrowed money or complex strategies, hedge funds can also experience large losses. For these reasons, they are usually only open to wealthy or experienced investors who can afford to take on more risk.

Interactive Brokers Education and Resources for Hedge Funds

Hedge Fund Capital Introduction Program

The Hedge Fund Capital Introduction Program is an online version of a capital introduction program. Hedge Funds using IBKR as their principal prime broker can market their funds to IBKR clients who are Accredited Investors or Qualified Purchasers. In addition, the Marketplace is a great resource for IBKR clients looking to research or invest with Hedge Funds.

Find a Hedge Fund

IBKR Podcasts

Stay up to date with financial and macroeconomic events by subscribing to the IBKR Podcast channel by Interactive Brokers. Audio market commentary draws upon an array of industry experts to get unique insight on a variety of topics and asset classes. Episodes include discussions with researchers, leading financial services companies and veterans from the financial field.

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Notes:

  • Rates of Return are net of all fees and expenses.
  • 2025 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 Capital Introduction Program (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.