AET

For Oil & Gas

Custody for Oil & Gas Funds

AET specializes in alternative asset custody for oil and gas. Whether you're a sponsor onboarding hundreds of investors into a single deal or an individual holding a position directly, we custody working interests, royalties, and energy funds across every major account type. Flat account and transaction fee pricing, with no institutional minimums.

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Account Types We Hold

Retirement Accounts

IRA, Roth, and Solo 401(k) custody. Royalty interests are IRA-friendly, and working interests can use UBTI blocker structures so retirement capital can still participate.

Trusts

As a Nevada directed trustee, we hold mineral and royalty interests for estate transfer, asset protection, and multi-state probate avoidance.

Individual & Entity Accounts

Personal accounts for direct investors, and the LLCs or partnerships that LPs commonly use to invest in a deal.

How We Support You

From a single deposit splitting across hundreds of accounts to capital calls handled in-platform, AET is built for the operational shape of oil and gas.

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Single Deposit, Multiple Transfers
Send one distribution or production payment, and we split and post it across every investor account automatically.
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Capital Calls In-Platform
Fund positions over their life with staged calls handled directly in the platform.
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API-First Infrastructure
Account opening, funding, distributions, and reporting are available programmatically through our Trust API.
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Business & Investor Dashboards
A control panel for sponsors and advisors, with self-service access for investors.
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High-Touch Service
A hands-on team that knows the asset class and works with you from onboarding through distributions.

Built For

AET's custody is built for the people, firms, and platforms that work in oil and gas every day.

  • Energy fund sponsors and operators
  • RIAs and advisors with displaced positions
  • Family offices and mineral owners
  • Platforms and fintechs building energy products
Talk to Our Team →
Advisors and operators discussing an energy deal

Further Reading

UBTI Blockers for Retirement Accounts

Retirement

UBTI Blockers for Retirement Accounts

Alternative investments inside retirement accounts can trigger unrelated business taxable income. Here's how C corp blockers, foreign entities, Solo 401(k) carve-outs, and REITs can mitigate or eliminate the tax.

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SEC Custody Rule: What RIA Deal Sponsors Need to Know

Custody

SEC Custody Rule: What RIA Deal Sponsors Need to Know

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 for Oil & Gas

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