Unlock Retirement Dollars
for Employee Co-Investment
It’s common for private equity firms to invite internal participation in their funds, but personal liquidity concerns can hold people back. By enabling access through retirement accounts, AET helps firms reduce the friction.
IRAs and Private Equity — Both Built for the Long Game
When employees use retirement dollars instead of personal savings, it’s easier to commit to the long-term timeline of your fund. With AET as your qualified custodian, offering access through IRAs becomes easy for both your firm and your investors.
Key Benefits for Private Equity Firms
Increase Employee Participation
Make it easier for team members to invest in your funds without straining their liquid net worth.
Qualified Capital, Simplified
Offer IRA, Roth, and Solo 401(k) investment options with a smooth onboarding process and integrated custody.
Flexible Structures
Support for multi-entity setups, sidecar vehicles, and custom workflows.
Faster Fundraising
Reduce friction at every step, from onboarding to capital calls to investor reporting.
White-Label Ready
Deliver an investor experience that matches your firm’s brand through our customizable Investor Portal.
Built for Private Markets
Fund investments using IRAs and other qualified accounts
Capital calls and staged funding
Private fund audit and compliance requirements
Multi-party account permissions (CFOs, admins, fund controllers)
Integrated document delivery and e-signatures
Add Retirement Capital to Your Raise
Whether you’re launching a new fund or expanding participation internally, AET helps unlock more investor capital—without increasing your operational burden.
Add Retirement Capital to Your Raise
Talk to our team to explore how we help PE firms add qualified investment options, onboard LPs faster, and streamline fund ops.