For Private Equity Firms

Unlock Retirement Dollars for Employee Co-Investment

By enabling access through retirement accounts, AET helps firms reduce friction. When employees can invest with IRA or Solo 401(k) dollars, capital they're already allocating for the long term, they're often more comfortable making a meaningful commitment.

Private equity co-investment and fund custody

IRAs and Private Equity: Both Built for the Long Game

When employees use retirement dollars instead of personal savings, it's easier to commit to the long-term timeline of your fund. With AET as your qualified custodian, offering access through IRAs becomes easy for both your firm and your investors.

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PE fund operations and retirement capital

Key Benefits for Private Equity Firms

From employee participation to fund operations, AET streamlines the entire process.

Increase Employee Participation
Make it easier for team members to invest in your funds without straining their liquid net worth.
Qualified Capital, Simplified
Offer IRA, Roth, and Solo 401(k) investment options with a smooth onboarding process and integrated custody.
Flexible Structures
Support for multi-entity setups, sidecar vehicles, and custom workflows.
Faster Fundraising
Reduce friction at every step, from onboarding to capital calls to investor reporting.
White-Label Ready
Deliver an investor experience that matches your firm's brand through our customizable Investor Portal.

Built for Private Markets

From initial onboarding to final distributions, AET is purpose-built to support the way private equity firms operate.

  • Fund investments using IRAs and other qualified accounts
  • Capital calls and staged funding
  • Private fund audit and compliance requirements
  • Multi-party account permissions (CFOs, admins, fund controllers)
  • Integrated document delivery and e-signatures
Private equity fund operations and custody

Retirement Capital for PE Funds

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