Custody
5 articles
Custody
What the 2026 Custody Rule Proposal Means for Private Fund Advisers
October 19, 2026
On October 1, 2026, the SEC proposed amendments to the custody rule. Here's what would change for private fund advisers, what stays the same, and what to do before comments close on December 7.
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Private Fund Custody for Newly SEC-Registered RIAs: Audit or Surprise Exam?
October 1, 2026
If your RIA manages its own private funds, you have custody under Rule 206(4)-2. We compare the audit path and the custodian path, explain what a custodian holds for a real estate fund, and cover who has to get statements.
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SEC Custody Rule: What RIA Deal Sponsors Need to Know
May 26, 2026
If you're an SEC-registered RIA running your own deals, you may have a custody problem you didn't anticipate. Here's what Rule 206(4)-2 means for fund sponsors and how to solve it.
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Custody
What Is a Self-Directed IRA? A Complete Guide from a Custodian
February 23, 2026
A Self-Directed IRA provides investors control over retirement savings, enabling investments beyond traditional stocks and bonds including real estate, private placements, precious metals, and cryptocurrency.
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Service
Investment Processing Timeline & Communication Guide
October 30, 2025
American Estate & Trust recognizes that timing is critical for time-sensitive deals. This guide outlines what to expect from account approval through fund deployment.
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