Bring Your Own Investment

Flexible custody and recordkeeping support for unique private market assets.

Alts Custodian helps advisors, family offices, and investors incorporate individual private assets into managed portfolios — including real estate, small businesses, startups, energy assets, and other one-off opportunities that may not be available through traditional wealth platforms.

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Direct Opportunities

Built for assets already sourced by the advisor or investor

Not every private market opportunity comes through a platform, fund sponsor, or standard product shelf. Many high-net-worth investors and advisors source unique opportunities directly — a real estate property, a private company investment, a small business interest, or another individually negotiated asset.

Alts Custodian supports those situations with flexible custody administration, recordkeeping, transaction support, and portfolio reporting.

Real Estate

Private Companies

Small Businesses

Energy Assets

Alts Custodian Support

CustodyRecordsComplianceReporting

Managed PortfolioIntegrated visibility and reporting

Flexible Operating Models

Two ways we support Bring Your Own Investment cases

Passive custody administration and recordkeeping

For assets that do not require custodial due diligence or investment review, Alts Custodian can act as a passive administrator and recordkeeper. We help hold the asset within the appropriate account structure, process required documentation, maintain records, support compliance workflows, and integrate the asset into portfolio reporting.

Administrative and recordkeeping support
Custodial documentation workflows
Asset-level records and reporting
Portfolio integration
Ongoing compliance support

Coordinated due diligence support

When additional review is needed, Alts Custodian can coordinate with due diligence partners to help evaluate the asset, supporting documentation, risks, expected return profile, and portfolio fit.

This allows advisors to better understand how the asset may affect portfolio construction, diversification, risk exposure, liquidity, and performance reporting.

Coordination with due diligence partners
Review of asset documentation
Risk and return assessment support
Portfolio-fit analysis
Reporting and compliance integration

Asset Examples

Unique opportunities across private markets

Bring Your Own Investment cases may include:

Individual real estate properties

Private company interests

Startup investments

Small business investments

Real estate syndications

Energy or infrastructure assets

Special-purpose opportunities

Other directly sourced private assets

Designed for Advisor-Managed Portfolios

Private assets without losing visibility or discipline.

Alts Custodian is built to help advisors incorporate private market assets into broader client portfolios without losing visibility, structure, or reporting discipline.

Our role is to provide the custodial, administrative, recordkeeping, and reporting foundation needed to support private assets alongside traditional portfolio holdings.

Private Asset
Opportunity

Custody &
Administration

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Managed Portfolio
Integration

Flexible Support

Flexible support for unique private market opportunities

Private markets are not always standardized. Some of the most meaningful opportunities are sourced through relationships, local market knowledge, entrepreneurial networks, or direct access to business owners and sponsors.

Alts Custodian gives advisors and investors a flexible custodial layer to support those opportunities with clarity, structure, and operational confidence.

ClarityOrganized documentation, asset-level records, and portfolio visibility.

StructureCustodial and administrative workflows designed around the asset.

Operational confidenceOngoing reporting and compliance support for long-term ownership.

Bring unique private market assets into managed portfolios with the right custodial support.

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