Our Firm

Empowering Advisors. Expanding Access. Elevating Alternative Investments.

Alts Custodian provides the modern infrastructure layer for private market investing, combining custody, administration, and technology to simplify access to alternative assets.

Who We Are

A Modern Infrastructure Platform for Alternative Investments

Alts Custodian is a specialized private market custodian built to support the way advisors, investors, and investment sponsors participate in alternative assets.

We bring custody, administration, recordkeeping, reporting, and digital workflows together in one operating environment. Our platform is designed to complement traditional wealth management relationships while supporting investments that require dedicated private market expertise.

By connecting financial professionals, investment sponsors, and portfolio technology, we help make private investments easier to hold, administer, and understand throughout their lifecycle.

Why We Exist

Expanding Access to Private Markets

Private markets have long been supported by fragmented processes, specialized documents, and operating models that were difficult to integrate into modern wealth management. We exist to remove that operational friction.

Alts Custodian provides the infrastructure financial professionals need to broaden investment access without sacrificing oversight, reporting discipline, or service. Our role is to make the ownership experience more transparent and manageable while preserving the specialized support private assets require.

AccessMore pathways for investors and advisors to participate in private markets.

StructurePurpose-built custody and administration for complex, illiquid assets.

VisibilityClear records and reporting across the investment lifecycle.

What We Do

Supporting the Entire Alternative Investment Lifecycle

From initial documentation through ongoing ownership and reporting, our platform coordinates the operational work behind private market investing.

Custody & Recordkeeping

Specialized account custody, asset records, safekeeping coordination, and ongoing ownership documentation.

Investment Administration

Subscription support, transaction processing, contributions, distributions, and asset-level administration.

Advisor Enablement

Advisor-friendly workflows, client support, portfolio visibility, and coordination across custodial relationships.

Platform Integration

Connectivity with wealth technology, reporting environments, sponsors, and other operating partners.

The Future of Wealth Management

The Shift Toward Alternatives

Wealth management is expanding beyond a public-markets-only model. Advisors and investors are increasingly evaluating private equity, private credit, real assets, and income-oriented alternatives as strategic components of diversified portfolios.

This evolution requires more than investment access. It requires infrastructure capable of supporting non-standard assets, complex documentation, longer holding periods, and specialized reporting.

Alts Custodian is building that connective layer so private market participation can operate with greater clarity and consistency alongside traditional wealth management.

Built Around Advisors

Designed for Financial Advisors

Our platform is designed around the practical workflows advisors need to incorporate private investments into client relationships and broader portfolio strategies.

Streamlined onboarding

Structured account and investment workflows help reduce manual coordination and keep required information organized.

Digital workflows

Technology-supported processes create a clearer path through documentation, funding, servicing, and ongoing administration.

Sponsor connectivity

Coordinated communication with sponsors and operating partners supports efficient investment administration.

Consolidated reporting

Asset-level records and reporting support broader portfolio visibility across public and private holdings.

Compliance support

Purpose-built controls and documentation practices help advisors navigate specialized private asset requirements.

Dedicated service team

Experienced support helps advisors and clients work through account, investment, and servicing questions.

Join the Evolution of Alternative Investing

Whether you are an investor seeking access to private markets, a financial advisor building differentiated portfolios, or a sponsor looking for scalable operational support, Alts Custodian provides the infrastructure to help you grow.

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