Our offices will be closed Monday, May 25th in observance of Memorial Day. Please note: Call center hours expanded to open at 8:00 am EDT to better serve our clients.
Visit our Coronavirus Resource Center for important updates and resources to help you navigate this time (this resource center also includes information related to the CARES Act and IRS Tax Deadline updates).

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Forms For Broker Dealers

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RIAs and Broker Dealers

Not all custodians are able to hold alternative assets. Equity Trust Company specializes in the custody and administration of complex assets and has extensive experience with IRS reporting and detailed record-keeping associated with hard-to-value assets. The range of assets we custody is broad and deep, including private equity and debt, hedge funds, notes, tax liens, […]

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