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About Entrust


For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.


Private equity is a term that refers to investing in privately held entities such as companies or small businesses not listed on a public exchange. It operates independently from the public market and can insulate your portfolio from market fluctuations. This includes LLCs, however investing in LLCs should not be confused with establishing or owning LLCs, which is different.

Private equity offers the opportunity to get in on the ground floor of the next big thing. You can use your expertise to invest in people, projects, and causes you to believe in. As an investor, you will hold interest or shares in your chosen investments.

The Benefits

Here are some of the benefits associated with private equity investing:

  1. Private equity operates independently from the public market.

  2. Has the potential to insulate your portfolio from market fluctuations.

  3. Offers opportunity to get in on the ground floor of the next big thing.

  4. You can use your expertise to invest in people, projects, and causes you believe in.

Investment Options

Here are the types of private equity you can invest in:


Limited liability companies (LLCs)

LLCs combine the characteristics of a corporation with those of a sole proprietorship or partnership. Owners of the LLC aren’t liable for the company’s debts and liabilities.

Limited partnerships (LPs)

These entities involve two or more partners whose responsibility for debts is limited to the amount they invested in the partnership.

C corporations

These corporations are taxed separately from their owners. C corporations are different from S corporations, which are generally not taxed separately.
Private placements

Private placements

These are shares or bonds sold to selected investors rather than on the open market.
private hedge funds

Private hedge funds

These open-ended alternative investment funds use pooled money to earn returns for their investors.


Real Estate Investment Trusts (REITs)

REITs own or finance income-producing real estate. While many REITs are listed on public exchanges, others raise capital privately or on crowdfunding platforms.



These companies are at their earliest stage of development. You can bet on their future success by investing from the start.


Small businesses

A small business has less than 1,500 employees. They’re often looking for investors so that they can scale to the next level.

Who Can Invest

While regulations have relaxed considerably in recent years, some investments in private equity may require accredited investor status. Accredited investors are typically high net worth individuals who can prove they have sufficient financial means and knowledge to take on the risk of investing in unregistered securities.

The SEC requires accredited investors, per Rule 501 of Regulation D to have either:

$200,000 in income ($300,000 in joint income) for the previous two years and the expectation of earning the same or higher income in the current year
Or a net worth exceeding $1 million individually or jointly with a spouse, excluding your primary residence

The Investment Process

You can invest in private equity with an SDIRA

Open a Self-Directed IRA

Open an account online in under 10 minutes here.

Find a private equity investment opportunity

Make sure you’ve done your due diligence on the company.

Make an investment

Complete an Alternative Asset Investment Request on the portal or fill out a Private Equity BDL for Entrust to request funds.


Entrust reviews your form and all documentation to make sure it’s compliant.


Once forms have been reviewed and accepted, Entrust sends funds to the investment company.


The private equity asset is now booked into your Entrust Account!


Important Considerations

Here’s a few things to keep in mind when investing in private equity:

  • The dividends and gains from your investments will be paid directly to your IRA, not to you.
  • You might be able to purchase additional equity if the investment issuer opens another round of funding.
  • Private equity is generally considered illiquid and a long-term investment.
  • If an entity you invest in goes public, you may have a number of options regarding the management of your shares; you might want to inquire before you invest if there will be restrictions on your shares in the event of an IPO.

Entrust Connect


Another great way to invest in private equity is through Entrust Connect, our online marketplace.

It allows you to explore investment offerings that other Entrust clients have already invested in. New offerings are published weekly.

Visit The Marketplace

Disclaimer: The Entrust Group does not endorse, recommend, or advise on any investment products or services. Account holders are responsible for conducting due diligence on their investments. Entrust provides the administration, information, and tools to make self-direction straightforward and compliant.

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