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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 can increase their AUM. Interested in how to raise capital with Self-Directed IRAs? Schedule a call with our Sponsors Team to learn more.
Schedule Your Free Call

How Much Capital Have We Helped Raise?

2014
2015
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2017
2018
2019
2020
2021
2022
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2024
Interested in learning how we can increase your AUM? Schedule a free discovery call!
Schedule Your Free Call

Who Do We Help?

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

Head of Strategic Relations
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Nicole Capurso

Senior Strategic Relations Executive
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Zachary Silver

Strategic Relations Executive
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Cristian Torres

Strategic Relations Executive
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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.
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.
Person with an idea lightbulb near their head to show that it is important to conduct due diligence before investing in alternative assets with a Self-Directed IRA.

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

$4.8B

Assets Under Custody
2000+
5-Star Testimonials
95%
Client Retention

As Featured In

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Financial Services Review Slide

Diversify Your Funding Sources 
with Self-Directed IRAs

Many retirement account holders are unaware that they can utilize their savings to invest in intriguing opportunities that require resources. Self-Directed IRAs can serve as a tool to shorten the distance between available capital and your investment needs. Discover how diversifying your incoming capital can strengthen the foundation of your fund with our comprehensive webinar.

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.

For step-by-step instructions on how to pre-approve an investment with Madison Trust, please visit out flowchart below.

How To Pre-Approve an Investment with MTC

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 Thumbnail

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).
View Webinar Replay

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).
View Webinar Replay

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

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Investment Sponsor Spotlight: Grocapitus and Mission10K: A Data Driven Approach to Real Estate Investing

Neal Bawa, founder of Grocapitus and Mission10K, has a data-driven mindset when it comes to real estate. By incorporating data into real estate investing, he’s cultivated an entirely new approach to realty while simultaneously finding success. We’re here to tell you all about it.
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Investment Sponsor Spotlight: Cellular Engineering Technologies

Investing your retirement savings into private business ventures centered around worldly improvement can be rewarding personally. As a life science tools company, Cellular Engineering Technologies, based in Coralville, IA, commercializes human cells and advanced proteins to support researchers and lower the development cost of new therapies, ultimately accelerating disease research and improving health outcomes. Learn more from our latest Investment Sponsor exposition.    
Read More
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Investment Sponsor Spotlight: Sapphire Star Capital

With a meticulous concentration on potential growth-oriented investment opportunities and risk mitigation, Sapphire Star Capital is an Investment Advisor dedicated to remaining disciplined and steadfast in their approach. Having experience traversing across a mixture of financial markets, their primary aim is to maintain their clients’ stability and create potential, substantial returns.
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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!

Schedule a Call
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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