Investment Sponsors

Tap into IRA capital to fuel your private funds like Reg D, Reg A, PPMs, Crowdfunding, and more. From rollovers to e-subscriptions—Directed IRA makes self-directing simple whether you’re in real estate, private equity, or other alternative investments.

2B+

Assets Under Custody

20k+

Clients Served

2B+

Assets Under Custody

20k+

Clients Served

We manage the intricate rollover process, ensuring investors can transfer funds from their brokerage accounts to their Self-Directed accounts quickly and efficiently. Our team ensures regulatory compliance throughout, saving you valuable time and resources.

Our e-subscription capabilities simplify investor documentation, reducing administrative burdens while accelerating the onboarding process.

Starting day one you’ll have a dedicated business development associate who can help you and your investors in all phases and aspects of their account. This individualized attention ensures your questions are answered quickly, your concerns are addressed, and you receive proactive insights to help you succeed.

Investment sponsors can have access to investors accounts where they can receive critical and timely updates as to account opening, funding, and investment status.

Directed Connect allows investment sponsors to start and pre-fill account applications for their investors who then receive an email and simply need to e-sign to initiate their account opening.

By choosing Directed IRA, you gain a custodian committed to simplifying the capital-raising process while providing white-glove service that enhances your reputation with investors. Book a discovery call today to get started with our team.

Jamison Manwaring

Co-Founder & CEO, Neighborhood Ventures

“We have over 1,000 IRA investors in 18 different real estate funds (REIT, Reg A, Reg D) and have worked with plenty of other SDIRA providers. There is nobody we trust more to send our investors than Directed IRA. Their team is the best at opening the account, getting it funded, and then invested into our deals. I can’t imagine going back to the custodians we used before finding Directed IRA.”

Julie Holly

Capital Raiser, Speaker & Podcast Host

“We’ve had a great experience working with Directed IRA and wouldn’t send our syndication investors anywhere else for self-directing needs.

The team has been so helpful, especially when our investors get to the investment portion of the process which can be overcomplicated by other SDIRA Custodians. Thanks Directed IRA!”

Josh McCallen

CEO, Accountable Equity

“At Accountable Equity, we believe that investor success begins with relationships, is sustained by exceptional service, and is elevated by a commitment to excellence. Directed IRA embodies these very same principles.

Their dedication to investor education, personalized client service, and intuitive technology empowers individuals to unlock the full potential of their IRAs—especially when investing directly in alternative assets like those we offer. This alignment in mission and values that makes us proud to refer our investor community to Directed IRA.”

Work with Our Team

Jeff Minnick

VP, Business Development

Mark Peck

VP, Directed Custody

Brian Martinez

Senior Account Executive

Frequently Asked Questions

How can Directed IRA support investment sponsors?

Directed IRA empowers alternative investment sponsors with expanded access to IRA capital—facilitating the growth of private funds across industries. Our team helps sponsors navigate self-directed accounts and the complexities of raising capital under exemptions like Reg D, Reg A, private placements (PPMs), Crowdfunding platforms, and beyond. Our comprehensive services are designed to simplify the process and provide a seamless experience for both sponsors and their investors. Directed Trust Company performs the duties of a directed custodian and offers self-directed accounts and services.

We can provide educational webinars and training for your group or audience on how they can use their IRA or 401(k) dollars to invest in private assets such as your fund or other opportunity. We have executive level team members who are highly experienced who provide these trainings.

Directed IRA allows investments into any asset allowed by law. These investments can include real estate, private equity, energy projects (including oil and gas), and more. Our team is experienced with various Regulation D, Regulation A, private placement memorandums (PPMs), and crowdfunding models, ensuring we can address the unique needs of different industries.

IRAs are a powerful source of untapped capital with over 17 trillion dollars that can be invested into your fund. By allowing eligible investors to transfer funds from traditional accounts into self-directed IRAs, you can open up new funding streams while enabling your investors to benefit from potential tax advantages within their retirement accounts.

Directed IRA is regulated and audited, not all of our competitors are. As a self-directed custodian, we are the highest-rated for customer service in the industry with more than 1,000 5-star reviews on Google. We have the fastest processing times with an experienced team. We have the industry leading portal, Directed Connect, for account owners and investment sponsors to open, fund, and invest their accounts.

Click here to schedule a call. We’ll have an initial discovery call to understand your needs, explain our services in detail, and guide you through the onboarding process to start integrating IRA capital into your fundraising strategy.

#1 Book
on Self-Directed IRAs

Take Control of Your Retirement! Amazon Best Seller. 60,000+ Copies Sold

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Beginner's Guide:
How to Self-Direct Your IRA

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#1 Book
on Self-Directed IRAs

Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Download your free copy today!

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