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Private Fund Custody Comprehensive Guide
 
An in-depth look at the SEC's Custody Rule and Equity Trust's custody solutions tailored for investment advisers and private fund managers
 

 

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What You'll Learn In This Guide:

A clear explanation of the SEC’s Custody Rule—what it is, why it was developed, and the key compliance requirements advisers need to understand.

Details on Equity Trust’s Custody Solutions, including our offerings, operational process, and the reasons advisers trust us as their partner.
 
Real-world examples to illustrate how our solutions are applied in practice.

The Equity Trust Advantage

KNOWLEDGE & EXPERIENCE

  • Equity Trust has over 50 years of financial services experience.

  • Clients receive education and resources to help unlock nearly limitless investment opportunities.

  • Investment options span both traditional and alternative assets.

PERSONALIZED SERVICE

  • Clients receive personalized service through dedicated account managers.

  • This provides tailored support aligned to each client’s unique needs.

  • Account managers ensure consistent attention and responsiveness.

PROVEN TRACK RECORD

  • Equity Trust has extensive experience responding to Custody Rule surprise examinations.

  • We’ve collaborated with auditors and fund administrators for more than a decade.

  • This long-standing coordination helps ensure smooth operations related to alternative investments.

General Phone Number 239-333-1032

Equity Trust Company and Midland Trust Company are directed custodians and do not provide tax, legal, or investment advice. Any information communicated by Equity Trust Company or Midland Trust Company is for educational purposes only, and should not be construed as tax, legal, or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.

PO Box 07520, Fort Myers, FL 33919 

© 2025 Equity Trust