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Pacific Premier Trust Fund Custody Services for Private Funds
A New Solution from an Old Pro in Alternative Asset Custody
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 to hold client assets, Pacific Premier Trust helps you meet client expectations of transparency with quarterly statements showing fund-level positions and transaction activity, and a dedicated Relationship Manager as your point of contact and conduit to Pacific Premier Trust’s alternative asset custody experience and expertise.
Rest assured with Pacific Premier Trust Fund Custody Services
As a wholly-owned subsidiary of a California chartered commercial bank (Opus Bank), Pacific Premier Trust is a highly regulated entity, 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, give tax, investment, or legal advice, we do not compete with you for your clients’ business.
Qualified Custodian & 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.
To speak with a Pacific Premier Trust representative about Private Fund Custody Services, please call 855-453-4962 or email us at firstname.lastname@example.org