Alts Custodian

About Alts Custodian

Alts Custodian is a specialized custodian for private market investments, helping financial advisors, investment sponsors, and investors access institutional-grade custody, independent research, and advanced portfolio modeling. Our platform is designed to simplify the administration of alternative investments while providing the infrastructure advisors need to incorporate private market strategies into diversified portfolios. Custody & Administration Alternative investment custody Proprietary trust recordkeeping platform Tax lot accounting for alternative assets Contributions, transfers, and rollovers Cash management and escrow administration Beneficiary and fiduciary management Roth conversions and Required Minimum Distributions Secure paperless execution and digital document vault Research & Portfolio Intelligence Institutional research on private market asset classes Advanced portfolio modeling and scenario analysis Alternative investment due diligence Asset allocation insights and educational resources Reporting & Compliance IRS Forms reporting Unrelated Business Income Tax (UBIT) administration Comprehensive account statements Regulatory and tax reporting support