Pacific Premier Trust Private Fund Custody — a new solution from an old pro in alternative asset custody.
Key Features
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Customized Solutions
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Dedicated Service
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Industry Expertise
Customized Solutions
Dedicated Service
Industry Expertise
As one of the most established and regulated independent custodians, with 30 years of alternative asset custody experience, Pacific Premier Trust can custody your alternative asset private funds and help you comply with the Custody Rule.
In addition to being a qualified custodian, Pacific Premier Trust helps you meet client expectations of transparency with quarterly statements that show fund-level positions and transaction activity. A dedicated Relationship Manager will be your point of contact to Pacific Premier Trust’s alternative asset fund custody expertise.
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Rest Assured With Pacific Premier Trust Fund Custody Services
As a division of a California chartered commercial bank (Pacific Premier Bank), Pacific Premier Trust is highly regulated — providing Fund Managers with peace of mind that their clients’ assets are custodied within regulatory standards.
In addition, Pacific Premier Trust does not endorse investments. We do not give tax, investment, or legal advice. We do not compete with you for your clients’ business.
Qualified Custodian and Institutional-Quality Service
Your dedicated Partner Manager will guide you through the initial investment process. After setup, a Relationship Manager will be assigned to meet your ongoing service needs.
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Individuals and Professionals – Open Account
855.453.4960
M-F 7:00 a.m. – 5:00 p.m. MT