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Private equity then and now: A brief synopsis of the capital allocation sector

January 1, 2025
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Expanding Individual Access to a Long-Term Growth Asset

Once accessible only to institutional investors, private equity is broadening its range of eligible individuals,especially through self-directed IRAs. This report examines how access is evolving, why it matters, and how private equity can play a powerful role in long-term retirement planning.

Gain insight into how this asset class has historically performed relative to public markets, and what you need to know to navigate fund selection, timelines, and fee structures with confidence.

Download the Private Equity Whitepaper

What You’ll Learn

  • Where private equity fits in a diversified retirement portfolio
  • The tax advantages of holding PE assets in a self-directed IRA
  • Key considerations for evaluating private equity funds, including due diligence and investor qualifications

Who Should Read This

Individual investors, advisors, and wealth managers looking for enhanced portfolio resilience and long-term growth potential with private equity exposure.

Download the Private Equity Whitepaper
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