Private Fund Custody

As one of the most established and regulated independent custodians, with 30 years of alternative asset custody experience, Pacific Premier Trust can custody the assets of your private fund and help you comply with the Custody Rule. 

In addition to being a qualified custodian, Pacific Premier Trust helps you meet client expectations of transparency with quarterly statements that show fund-level positions and transaction activity. A dedicated Relationship Manager will be your point of contact and help you navigate all your custody needs.

{beginAccordions}

Pacific Premier Trust Private Fund Custody Benefits

Rest Assured With Pacific Premier Trust Fund Custody Services

As a division of a California chartered commercial bank (Pacific Premier Bank), Pacific Premier Trust is highly regulated — providing Fund Managers with peace of mind that their clients’ assets are custodied within regulatory standards.

In addition, Pacific Premier Trust does not endorse investments. We do not give tax, investment, or legal advice. We do not compete with you for your clients’ business.

Qualified Custodian and Institutional-Quality Service

Your dedicated Partner Manager will guide you through the initial investment process. After setup, a Relationship Manager will be assigned to meet your ongoing service needs.

Contact a Professional

Complete the form below and we'll contact you

{endAccordions}