Private Equity

Start looking beyond Wall Street.

Private equity gives you the opportunity to diversify your retirement portfolio with unique investment opportunities — from companies that are start-ups to ones raising capital for expansion, as well as real estate ventures and investment partnerships — all on a tax-advantaged basis. With a self-directed IRA, you can invest like a venture capitalist.

Types of private equity investments

Private equity investments can range from partnerships investing in a real estate venture to high-risk, high-reward investments in start-ups. It all depends on when you plan to retire and how you want to diversify your portfolio.

Private equity opportunities are commonly formed when raising capital for:

Private start-up company stock

De novo bank stock or bank capital raise

Expansion of an existing company

Acquisition of an entity

Purchase of a commercial real estate property

Building of a multifamily residential complex

Oil & gas or energy ventures

Hedge fund investments

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Advantages of private equity investing

Investing in private equity certainly isn’t for everyone, but for those who are particularly knowledgeable in their field or have a knack for spotting companies on the rise, private equity can make a great addition to your retirement portfolio.

High-level benefits:

The ability to turn your personal knowledge into an investment for your future

The choice to tap your IRA when an opportunity arises to invest in private companies and entities

Diversification of your retirement portfolio

Buy, sell and exchange equity without tax consequences

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How to invest in private equity

There are three primary ways to invest in private equity through a self-directed IRA at STRATA Trust Company:

Private company stock of a closely held corporation

Private limited partnership

Private limited liability company (LLC investments must be multi-member; single-member LLCs are not permitted.)

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How to get started

Open a self-directed IRA account and fill out the related forms.

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Fund your IRA with a transfer, rollover or annual contribution.

Learn More

Direct your investment by downloading and completing our Private Equity Investment Checklist, which includes the items that must be submitted in advance as well as the investment direction form.

Learn More
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Talk to a self-directed IRA professional.

If you have questions about self-directed IRAs and private equity or if you’re ready to open an account — don’t hesitate to reach out.

866-928-9394

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© 2020 STRATA Trust Company. All Rights Reserved.

STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers.  As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer.  STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.

Investment Products: Not FDIC-Insured  |  No Bank Guarantee  |  May Lose Value

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