Investment Sponsors Hub

Experience an Upsurge in Funding with Maidson Trust

By offering both new and existing investors a streamlined process to invest in your fund through Madison Trust's Self-Directed IRA, Investment Sponsors typically can increase their AUM. Interested in how to raise capital with Self-Directed IRAs? Schedule a call with our Sponsors Team to learn more.

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Capital Raised

Interested in learning how we can increase your AUM? Schedule a free discovery call!

Schedule Your Free Call

Who Do We Help?

Invesment
Sponsors

Real Estate
Syndicators

Private Fund
Managers

You have questions? We have answers!

Schedule a call with one of our dedicated Sponsors Team Specialists to learn more about this exciting opportunity to raise capital.

Schedule Your Free Call

Meet the Sponsors Team

Dana Udumulla

Investments Manager

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Nicole Capurso

Investments Support Specialist

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Zachary Silver

Investments Support Specialist

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Resource Center

What Can We Provide Your Investors? The Madison Trust Advantage

Incredible Client
Support

Madison Trust was created with one goal: to give retirement investors an amazing financial experience. Our service-based model is designed so our clients always speak to a live and knowledgeable representative.

Straightforward
Fees

Madison Trust's flat rates are amongst the lowest in the industry; we never charge asset-based holding fees.

Industry
Knowledge

Madison Trust Specialists complete rigorous CISP training and have a deep understanding of a variety of alternative asset classes. Our Specialists are equipped to field any questions about Self-Directed IRA's.

20000+

Empowered Clients

$4B

Assets Under Custody

2000+

5-Star Testimonials

95%

Client Retention

How it Works: Raising Capital with Self-Directed IRAs

1

Open

First, a new or existing investor can open a Self-Directed IRA with Madison Trust by completing our easy online application.

2

Fund

Next, your investor will fund their Self-Directed IRA by transferring or rolling over funds from an existing retirement account, such as an IRA or 401(k).

3

Invest

Finally, your investor will instruct Madison Trust to wire their retirement money directly to your fund.

Ready to Raise Capital with This Widely Untapped Resource?

Schedule a call with one of our dedicated Sponsors Team Specialists to learn more about this exciting opportunity to raise capital.

Schedule Your Free Call

Latest Webinar Replays

Investment Sponsor Highlight: Exploring Private Commercial Real Estate Bridge Lending

Join Madison Trust and Tim Stamps, Copper River Funding’s Chief Operating Officer, and Craig Gaudio, Copper River Funding’s Principal and CEO. Together, they will discuss Private Commercial Real Estate Bridge Lending and possible opportunities for involvement (including through a Self-Directed IRA).

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Investment Sponsor Highlight: Tarek El Moussa | Navigating Real Estate Syndications

Join Madison Trust and Tarek El Moussa, TEM Capital's Founder and CEO, along with Abby Calabrese, TEM Capital's COO, to delve into the world of real estate syndications. Explore insights into projects currently offered by TEM Capital, and the various avenues for participation (including through a Self-Directed IRA).

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How to Offset Inflation with Promissory Notes

Learn how investing in promissory notes can help investors diversify their portfolios and offset inflation with Marco Santarelli, Founder and CEO of Norada Capital Management and Dana Udumulla, Investments Manager at Madison Trust.

View Webinar Replay

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Ready to Get Started?

Schedule a call with one of our dedicated Sponsors Team Specialists to learn more about this exciting opportunity to raise capital.

Schedule Your Free Call

Explore Our Latest Blogs

A coin jar with a plant growing out of it and a label “capital,” displaying that Investment Sponsors and Fund Managers can raise capital with Self-Directed IRAs.

Investment Sponsors Hub

Experience an Upsurge in Funding with Maidson Trust

Capital Raised