Invest in private debt, private equity, venture capital, and alternative strategies inside a self-directed IRA — growing your retirement wealth tax-deferred or tax-free.
Traditional IRA · Roth IRA · SEP IRA · Rollover IRA · For accredited investors only
Combining the higher return potential of private markets with the tax advantages of an IRA creates a powerful compounding engine for long-term wealth.
In a Traditional IRA, all interest, dividends, and capital gains accumulate without annual tax liability — allowing returns to compound on the full pre-tax balance.
In a Roth IRA, qualified withdrawals — including all investment gains from private market investments — are completely tax-free, regardless of how large the account grows.
Private market investments have historically delivered return premiums over public markets. Capturing that premium inside a tax-advantaged account amplifies the long-term compounding effect significantly.
| Traditional IRA | Roth IRA | SEP IRA | |
|---|---|---|---|
| Contributions | Pre-tax | After-tax | Pre-tax |
| Growth | Tax-deferred | Tax-free | Tax-deferred |
| Withdrawals | Taxed as income | Tax-free (qualified) | Taxed as income |
| 2024 Limit | $7,000 / $8,000+ | $7,000 / $8,000+ | 25% of comp / $69K |
| Rollovers | Yes | Yes | Yes |
Hold fixed-yield private debt instruments inside your IRA for tax-advantaged income generation.
Fixed-yield private debt · 2–5 year terms
Short-to-medium term private lending · 6–24 months
All six of our Separately Managed Account strategies are available for IRA investors — bringing institutional alternative exposure inside a tax-advantaged wrapper.
Systematic macro & managed futures
Institutional digital asset management
Direct lending & structured credit
Early & growth-stage equity
Buyout & value-add equity
Systematic currency & FX strategies
We work with leading self-directed IRA custodians. If you don't already have one, we'll introduce you to our preferred custodian partners to open your account.
Transfer or roll over funds from an existing IRA, 401(k), or other qualified retirement account. New contributions are also accepted up to annual IRS limits.
Choose from Medium Term Notes, Promissory Notes, or a Separately Managed Account strategy. Our team will guide you through the subscription documents.
Your returns accumulate inside the IRA — tax-deferred in a Traditional IRA or tax-free in a Roth IRA — compounding without annual tax drag.
Have more questions? Our team is available to walk you through the IRA setup process. Contact an advisor →
Create your account, confirm your accredited investor status, and our team will guide you through opening or rolling over your self-directed IRA.
For accredited investors only. This is not tax advice. Consult a qualified tax professional.