Log In
Log In Get Started Let's Connect

Issuers and Sponsors

Tap into a new source of capital with self-directed IRAs

Give investors the option to use their retirement funds for your offering. STRATA provides custody solutions for private placements and other alternative investments, making it easier for you to raise capital while helping investors diversify.

Onboard your investment Talk to an SDIRA expert

Why self-directed IRAs

As an experienced self-directed IRA custodian, STRATA can help you reach investors who want to use tax-advantaged retirement savings for alternative investments. We work with issuers and sponsors nationwide to make onboarding and transactions simple.

  • Give investors an IRA option for your offering.

  • Streamline onboarding of your investment on our platform.

  • Ensure proper documentation for IRS compliance.

  • Provide a seamless transaction process for you and your investors.

  • Access a dedicated team experienced in private placement custody.

Unlock new capital Meet the Team

Provide direct access to alternative investments

We support a wide range of investment types, including: 

Private equity

LPs, LLCs, and closely held companies.

Private debt

Notes, bonds, and other fixed-income instruments.

Real estate

Residential, commercial, and income-producing property.

Other alternatives

Hedge funds, investment crowdfunding, structured settlements, and more.
See all investment options

Enhance your service offerings

Self-directed IRAs enable investment issuers and sponsors to expand access to private market opportunities by allowing investors to use retirement funds—all within IRS guidelines and in a tax-advantaged environment.

Onboard your investment
  • Tax-advantaged investing

    Help investors hold private offerings directly in their retirement accounts.

  • Ensure compliance

    Transactions are processed in line with IRS requirements for self-directed IRAs.

  • Rely on expert support

    Work with a team experienced in alternative asset custody and investment sponsor needs.

Support for investment issuers and sponsors

STRATA makes it simple to manage ongoing investor activity with quick access to forms, confirmations, and contact points. Below are common requests and tools to help you work more efficiently with your clients.

Manage investments

Onboard a new investment

Add your investment to STRATA's platform by submitting asset details for a pre-custody review.

Request a capital call

STRATA’s checklist provides capital call instructions to help your clients complete transactions seamlessly.

Confirm investment activity

Submit a confirmation for a purchase or a transfer of an alternative investment.

Learn about annual reporting

Understand the annual FMV obligations and reporting requirements for investment sponsors.

Manage your relationship with STRATA

Change funding instructions or investment details

Request updates to existing investments that have been previously onboarded to STRATA's platform.

Update your contact information

Ensure STRATA has the most current contact information on file.

Leverage our expertise

Work with a dedicated team that understands the unique needs of financial professionals.

Talk to an SDIRA expert FAQs

A smarter way to invest starts here

  1. Open: Investors select the IRA type that fits their goals and complete STRATA’s online application.

  2. Fund: Investors transfer funds from an existing IRA, roll over a 401(k), or make a new contribution.

  3. Invest: Investors provide funding instructions, and STRATA handles the custody, paperwork, and reporting so transactions stay seamless.

Request info Let's connect

Paul M.

The last 10 years with Strata have been excellent

Everything over the last 10 years has been handled very well. Reporting and documentation are excellent. They are trustworthy, and they do have decent people to work with. One in particular is Heather Kostroun. She has the experience and knowledge to identify and solve problems quickly.

Source: TrustPilot

Claire S

Solid Service from a Trustworthy Company

STRATA was recommended to me by a trusted financial advisor, and I have not been disappointed. I call them whenever I have questions regarding my self-directed IRA. They are always right there for me, with sincere friendliness, directing me to the right person to answer my question. After three years of actively doing business there, I can highly recommend STRATA to anyone needing their services.

Source: TrustPilot

Denise

STRATA as a whole has been amazing

STRATA as a whole has been amazing, and I am so glad I chose them to keep my self-directed IRA account. They are extremely helpful, communicative, thorough, timely, and a safe place to store my investments and communicate with. Every department that I have been in contact with has been equally helpful, and I have complete trust in STRATA. Thank you, STRATA.

Source: TrustPilot

Issuer and sponsor resources

Visit the resource center

Insight

Will My Self-Directed IRA Owe Taxes on Investment Income?

Learn how certain SDIRA investments can trigger UBTI or UDFI taxes, when these taxes apply, and what SDIRA owners must do to stay…

Insight

The Overlooked IRS Forms That Can Keep Your IRA on Track

Essential guidance for IRA owners on when IRS Forms 5329 and 8606 are required to avoid p…

Insight

Avoiding Common IRA Reporting Pitfalls

Avoid the most common IRA reporting mistakes—carrybacks, rollovers, FMV reporting, and co…

Insight

IRA Contribution Rules Explained for 2026

Get a clear breakdown of IRA contribution rules, 2025–2026 limits, eligibility requiremen…

Insight

How Fair Market Value Works for Alternative Assets

Ensure accurate annual IRA fair market values with STRATA Trust to stay IRS‑compliant and…