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?

2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
Interested in learning how we can increase your AUM? Schedule a free discovery call!
Schedule Your Free Call

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.
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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Jason Prezant

Investments Support Specialist
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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.
Dollar bill to represent growing your retirement savings in a tax-advantaged account like a Self-Directed IRA.

Straightforward
Fees

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

Investor Standing Holding Check Icon to show placing an investment with a Self-Directed IRA.
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

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

Mahmood Usmani, Chief Operating Officer of Provision Capital

Investment Sponsor Spotlight: Provision Capital 

Provision Capital is a socially responsible, full-service investment fund based in Dallas, Texas. Learn more about investing in alternative assets with a Self-Directed IRA.
Read More
Men's wristwatch wrapped around a roll of one hundred dollar bills

Insight into Investables 

We sat down with Dmytro Lokshyn, Co-founder and CEO of Investables for our Investment Sponsor Interview Series! This content is for educational purposes only and is not an endorsement.
Read More
Electric guitar propped up on a red velvet, tufted chair

Investing in Planes, Music, & More: An Interview

Madison Trust interviewed Christopher Liong, Chief Investment Officer at Bergamot Asset Management. The company has two funds: A Music Royalty Fund and a Private Aviation Fund. Learn more about investing in these alternative assets with your Self-Directed IRA.
Read More

Start a Conversation Today

Schedule a call, or call us at (845) 385-5775 and one of our Madison Trust Specialists can help you get started!

Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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