PRIVATE EQUITY PORTFOLIO
Private Equity Investment Opportunities.
Your IRA may invest in the following types of private companies/entities:
Startup Companies
Enjoy the potential of fast-moving and innovative organizations.
Pre-IPO Companies
Become a stakeholder in a company before they reach the masses by going public.
Pre-IPO Companies
Become a stakeholder in a company before they reach the masses by going public.
Limited Liability Companies
With millions of LLCs in the world, these businesses provide many opportunities.
Limited Liability Companies
With millions of LLCs in the world, these businesses provide many opportunities.
C-Corporations
These corporations have unique structural advantages that other types of businesses don't have.
Limited Partnerships
Pool your money together with others to invest in flexible limited partnerships.
Limited Partnerships
Pool your money together with others to invest in flexible limited partnerships.
Additional Investments
We offer a virtually unlimited amount of investment options.
& Considerations.
- Private equity investments allows you to apply your personal knowledge and expertise of the private equity market to work for your IRA.
- Investing in private companies and private equity allows true diversification of your retirement account.
- The IRA would be the owner of the private equity, not the IRA holder. Therefore, all relevant fees and costs are paid by the IRA, and all gains must remain within the IRA until the account holder reaches legal distribution age of that account.
- When considering investing in private companies or private equity, the IRA holder might consider factors like a competitive analysis, past performance, background check of the company and/or principals, markets, and more.
- Many investors consult a lawyer or trusted financial professional before making a private equity investment.
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