Key Takeaways
- • US Capital Global announced on October 26, 2026 a partnership with Equity Trust, one of the nation's largest alternative-asset custodians with assets under custody approaching $100 billion, to give independent RIAs access to private market investments.
- • The arrangement pairs US Capital Global Securities LLC, a FINRA-member broker-dealer affiliate, which selects alternative investments with a focus on private credit and income-oriented strategies, with Equity Trust's custody, reporting, cash management and onboarding services.
- • Independent RIAs can keep their existing custodians for traditional assets, retain client relationships, and preserve their advisory fee arrangements, according to the announcement.
- • The partnership targets private credit, structured finance and private equity, with private equity offered selectively under the firm's underwriting standards.
Summary
US Capital Global, a full-service global private financial group, has announced a partnership with Equity Trust to provide independent registered investment advisers (RIAs) with access to curated private market investment opportunities supported by specialized custody infrastructure and operational services, according to a GLOBE NEWSWIRE release dated October 26, 2026 and published by The Manila Times.
The collaboration responds to growing investor demand for alternative investments, including private credit, structured finance and private equity. The release notes that many independent advisers face operational and custodial obstacles when incorporating these assets into client portfolios. Under the arrangement, US Capital Global's FINRA-member broker-dealer affiliate, US Capital Global Securities LLC, provides access to selected alternative investments, while Equity Trust supplies custody and administrative support designed for alternative assets. Equity Trust, which the release describes as one of the nation's largest custodians specializing in alternative assets, reports assets under custody approaching $100 billion and offers custody administration, reporting, cash management and client onboarding.
The structure is designed so that advisers can keep their existing custodial relationships for traditional investments while using specialized services for alternative assets. According to the release, advisers retain control of client relationships, continue providing investment advice and preserve their advisory fee arrangements. US Capital Global Securities reviews the securities it offers, with a particular focus on private credit and income-oriented investments, and selectively introduces private equity opportunities that meet its underwriting standards.
Jeffrey Sweeney, Founder and Chairman of US Capital Global, said advisers deserve a simpler way to add alternatives that preserves the relationships, revenue and service models they have built. The release presents the partnership as part of US Capital Global's broader commitment to independent financial advisers as private markets play a growing role in wealth management. US Capital Global, founded in 1998, provides debt and equity financing, investment products, wealth management, investment banking, direct investment funds and M&A and capital formation services to middle-market businesses and investors.
The collaboration responds to growing investor demand for alternative investments, including private credit, structured finance and private equity. The release notes that many independent advisers face operational and custodial obstacles when incorporating these assets into client portfolios. Under the arrangement, US Capital Global's FINRA-member broker-dealer affiliate, US Capital Global Securities LLC, provides access to selected alternative investments, while Equity Trust supplies custody and administrative support designed for alternative assets. Equity Trust, which the release describes as one of the nation's largest custodians specializing in alternative assets, reports assets under custody approaching $100 billion and offers custody administration, reporting, cash management and client onboarding.
The structure is designed so that advisers can keep their existing custodial relationships for traditional investments while using specialized services for alternative assets. According to the release, advisers retain control of client relationships, continue providing investment advice and preserve their advisory fee arrangements. US Capital Global Securities reviews the securities it offers, with a particular focus on private credit and income-oriented investments, and selectively introduces private equity opportunities that meet its underwriting standards.
Jeffrey Sweeney, Founder and Chairman of US Capital Global, said advisers deserve a simpler way to add alternatives that preserves the relationships, revenue and service models they have built. The release presents the partnership as part of US Capital Global's broader commitment to independent financial advisers as private markets play a growing role in wealth management. US Capital Global, founded in 1998, provides debt and equity financing, investment products, wealth management, investment banking, direct investment funds and M&A and capital formation services to middle-market businesses and investors.
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