Co-Investment Programs

Co-investment programs allow your eligible employees to participate in investment offerings your firm is conducting, managing or offering — possibly giving them access to an asset class that may have been unavailable otherwise¹. These benefits can be amplified by allowing employees to invest with qualified dollars through a self-directed traditional or Roth IRA.

¹Please consult with your securities and tax counsel for guidance on eligibility requirements.

A self-directed IRA provides individuals the opportunity to co-invest through a tax-sheltered account, increasing the growth potential of the co-investment — while providing diversification for their retirement portfolios. To use this option, a specialized custodian like Pacific Premier Trust is required to custody and report on these accounts.

As a leading alternative asset custodian, Pacific Premier Trust is uniquely qualified to assist firms who intend to set up an employee co-invest program. Pacific Premier Trust has three decades of experience holding private equity and other alternative assets within retirement accounts. We currently have nearly $17 billion in assets under custody — nearly $1 billion of which is in employee co-investment accounts¹.

¹As of 03/31/2023.

Pacific Premier Trust partners with some of the largest and most widely respected private equity firms in the world to custody their employee co-investments made through an IRA. We work closely with key finance and operations personnel to ensure seamless execution of all aspects related to co-invest accounts, providing a wide array of services that include:

• Unparalleled industry knowledge and expertise
• Streamlined processing specifically designed for co-invest vehicles
• Administrative support from a dedicated Relationship Manager
• Online account management

Learn More

If you're ready to launch an employee co-investment program or need more information, contact us.

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