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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. When employees can invest with IRA or solo 401(k) dollars, capital they’re already allocating for the long term, they’re often more comfortable making a meaningful commitment.

IRAs and Private Equity - both built for the long game

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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

Increase Employee Participation

Make it easier for team members to invest in your funds without straining their liquid net worth.

Qualified Capital, Simplified

Qualified Capital, Simplified

Offer IRA, Roth, and Solo 401(k) investment options with a smooth onboarding process and integrated custody.

Flexible Structures

Flexible Structures

Support for multi-entity setups, sidecar vehicles, and custom workflows.

Faster Fundraising

Faster Fundraising

Reduce friction at every step, from onboarding to capital calls to investor reporting.

White-Label Ready

White-Label Ready

Deliver an investor experience that matches your firm’s brand through our customizable Investor Portal.

Built for Private Markets

From initial onboarding to final distributions, AET is purpose-built to support the way private equity firms operate.

We support:

Fund investments using IRAs and other qualified accounts 
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Capital calls and staged funding 
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Private fund audit and compliance requirements
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Multi-party account permissions (CFOs, admins, fund controllers)
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Integrated document delivery and e-signatures
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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.

Let’s Talk 

Book a Consultation

Talk to our team to explore how we help PE firms add qualified investment options, onboard LPs faster, and streamline fund ops.

Next Step

Schedule a demo.

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