Private Equity IRA Investing | Equity Institutional

Private Equity Investing in IRAs

The private equity asset class has enjoyed a period of unprecedented success over the past decade, according to the Preqin Alternatives 2019 Report, and is continuing to grow in importance.

Institutional investors believe that private equity will likely continue to deliver superior returns relative to other asset classes, the report says, with 31% of advisors surveyed looking to increase their allocations over the next 12 months and 46% over the longer term.

In addition to holding publicly traded assets, your client’s Equity Institutional account may also purchase a number of private equity investments, including:

Stock of C-corporations

Limited partnerships

Limited liability companies

REITs

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Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 1/1/2024. ¹ici.org, total assets in IRAs as of 12/2023