Investment Sponsors Hub

The Resource Center for Raising Capital with Self-Directed IRAs

Experience an Upsurge in Funding with Madison 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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How Much Capital Have We Helped Raise?

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

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Who Do We Help?

Icon of an individual to symbolize the personalized investing you can do with a Self-Directed IRA

Investment
Sponsors

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Real Estate
Syndicators

Icon of money bag to indicate one benefit of investing in private company stocks with a Self-Directed IRA is the potential for high returns.

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.

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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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Jason Prezant

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

Our streamlined process is optimized so that your investors can move their retirement money into your fund within a two week timeframe.

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

Pre-Approve

Madison Trust will pre-approve your investment documents to streamline the process and create a hassle-free experience for your investors.

4

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

View Our Latest Webinars

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.

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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

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Investment Sponsor Spotlight: Bluestone Commercial Capital

Bluestone Commercial Capital has been serving the Northeast Corridor and South Florida by granting capital to small businesses who are looking to grow their business. As avid advocators for building yield in diversified portfolios, this real estate bridge lender’s approach emphasizes creative problem-solving while offering unparalleled opportunities for prospective investors.

Investment Sponsor Spotlight: Eagle Point Capital

We’re highlighting Eagle Point Capital, a Registered Investment Advisor, and their sister company Eagle Point Capital Funds, who has expanded into private placement offerings through their newly created fund. Together their ambition is to invest in public and private companies parallel to their clients. Steered by a deeply rooted passion towards investing, this LLC is powered by a fervent team of Principals with a proficiency in investment observation.

The Future of Funding: How To Raise Capital with Self-Directed IRAs

Self-Directed IRAs (SDIRAs) are a widely untapped source of funds that Investment Sponsors and Fund Managers can use to raise capital. Explore Madison Trust’s streamlined process that makes it simple for investors to support your fund.

Investment Sponsors Hub

Experience an Upsurge in Funding with Madison Trust

How Much Capital Have We Helped Raise?