Welcome LeagueMed Members

LeagueMed is a network-powered venture capital firm that enables accredited investors the opportunity to diversify their portfolio with the venture capital asset class. LeagueMed leverages STRATA Trust Company (“STRATA”) as its custodian of choice for self-directed IRAs and works together to support investors who leverage retirement funds to invest across LeagueMed.

LeagueMed investors receive discounted annual fees when investing through a STRATA self-directed IRA. See STRATA's IRA Fee Schedule for further information. In addition, LeagueMed investors have a STRATA-dedicated team to assist with account opening, investment funding, and any post-investing questions through their self-directed IRA.

To learn more about additional LeagueMed investing opportunities, please visit: https://leaguemed.com/ 

How It Works

Step

Open

Establish a new SDIRA account with STRATA via the online account setup. Our online account setup process is simple and typically takes just a few minutes to fill out. You can assign beneficiaries or appoint interested parties (if applicable), plus start the process to fund your new STRATA IRA.

Step

Fund

Complete a transfer form that allows STRATA to initiate the transfer of funds from your existing IRA to your new STRATA account, and electronically sign your AV investment subscription documents.​

  • Visit the IRA Transfer Request section on our Forms page and select the correct form out of the options listed.​
  • AV Investor Relations provides your investment subscription documents for electronic signature.​

Once the forms have been submitted, STRATA establishes your self-directed IRA account, funded with the transfer from your existing IRA provider.

Step

Direct

Lastly, go to League Capital Markets portal to create an SDIRA investment account through your League Capital Markets account. Subsequently utilize their Investment Offerings page to select the investment of your choice. After you make your first investment, League Capital Markets will provide you with the funding instructions. This information will be needed when completing STRATA’s Investment Direction Form.

Once STRATA receives your completed Private Alternative Investment Direction form and the transferred funds have settled, STRATA funds your LeagueMed investment (typically 24-48 hours).

business development contact

Questions?

Have questions about the process or partnering with STRATA? Reach out to our dedicated business development contact for personalized support.

Dan Rupper

Regional Director of Business Development

512-221-4853 Dan.Rupper@StrataTrust.com

Meet Dan

  • 3+ years in the self-directed IRA industry
  • 8+ years working with private investments and investors
  • Enjoys educating and teaching others

About Strata Trust Company

Get to know STRATA

STRATA Trust Company has been designated by LeageMed to offer self-directed IRAs as an easy and efficient way for individuals to invest in LeagueMed’s offerings. STRATA serves only as a directed, passive custodian and does not provide financial, tax, or legal advice. STRATA has no affiliation with or ownership of LeagueMed. In addition, this website should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing.

  • More than 350 years of industry experience

  • In-depth asset expertise in a wide array of traditional, alternative, and non-exchanged traded investments​

  • Easy-to-use, customer-focused technology that makes IRA transactions seamless​

  • Competitive fees and complete fee transparency​

  • Quick to respond and easily accessible

  • Unmatched personalized service and dedication

  • Online account access 24/7 to view account activity or download account statements and notifications

  • Robust regulation by state and federal banking regulators