Custody & Safekeeping
Secure custody coordination, administration, recordkeeping, and reporting for private market investments across both tax-advantaged and taxable accounts.
Solutions
Overview
Alts Custodian is a private market custodian created specifically to serve financial professionals and investors seeking access to private market opportunities beyond traditional wealth management platforms. We help diversify portfolios into illiquid alternative investments through specialized custody, administration, and reporting services designed for private markets.
Advisor Friendly
Built specifically for advisor workflows, portfolio integration, client reporting, and multi-custodial operating environments.
Private Market Focus
Purpose-built for illiquid private market opportunities, including private equity, private credit, real estate, venture capital, infrastructure, and other alternative asset classes.
Who We Support
Built for the Professionals Expanding Access to Private Markets
Alts Custodian serves as a complementary custodial platform for financial professionals and investors who require access to private market opportunities that are often unavailable through traditional custodial platforms.
We work closely with advisors, family offices, individual investors, and private market sponsors to simplify administration while providing the infrastructure needed to support long-term alternative investment strategies.
Our Community
Who We Serve
- Financial Advisors
- Family Offices
- Individual Investors
- Investment Sponsors
- Private Market Platforms
Designed to Work Alongside Your Platform
A Complementary Custodial Layer for Private Markets
Alts Custodian is designed to work alongside major custodial platforms such as Schwab, Fidelity, and other traditional wealth management providers.
Rather than replacing an advisor's existing custodial relationships, Alts Custodian complements them by supporting alternative investments that require specialized custody, administration, and reporting.
The multi-custodial model has become increasingly popular across the advisory industry, allowing advisors to maintain traditional securities with primary custodians while administering private market assets through specialized platforms.
Through our relationship with invent.us and other technology partners, advisors can seamlessly integrate private market investments into managed portfolios, client statements, performance reporting, and consolidated wealth reporting environments.
Primary Custodians
charlesSCHWABTraditional securities custody
FidelityWealth management platform
Other
CustodiansExisting custodial relationships
CustodiansExisting custodial relationships
Advisor Platforms
Managed Portfolios
Reporting & Statements
Performance Reporting
Let's build the future of your portfolio—together.
Whether you're an advisor, family office, investment sponsor, or individual investor, our team is ready to help you access private markets through a modern custodial and administration platform.