Key Takeaways
- • US Capital Global announced on October 26, 2026 a partnership with Equity Trust, a U.S. custodian specializing in alternative assets with assets under custody approaching $100 billion, to give independent registered investment advisors (RIAs) access to curated private market investments.
- • The arrangement splits responsibilities: US Capital Global Securities LLC, its FINRA-member broker-dealer affiliate, selects and provides alternative investment opportunities, while Equity Trust handles custody, reporting, cash management, and client onboarding.
- • Advisors keep their existing custodians for traditional assets, retain client relationships, and preserve their advisory fee arrangements, according to the announcement.
- • The focus is on private credit and income-oriented investments, with selective private equity opportunities that meet the firm's underwriting standards.
Summary
US Capital Global, a San Francisco-based full-service global private financial group, has announced a partnership with Equity Trust, one of the largest U.S. custodians specializing in alternative assets, according to a GlobeNewswire release dated October 26, 2026. The collaboration is designed to give independent registered investment advisors access to curated private market opportunities supported by specialized custody infrastructure and operational services.
The announcement cites growing investor demand for alternatives, including private credit, structured finance, and private equity, while noting that many independent advisors face operational and custodial hurdles in adding these assets to client portfolios. Under the structure, US Capital Global Securities LLC, an SEC-registered broker-dealer and FINRA member, provides access to selected alternative investments, while Equity Trust supplies custody administration, reporting, cash management, and account onboarding designed for alternative assets.
The arrangement is intended to let advisors keep their existing custodial relationships for traditional investments while using specialized services for alternatives. According to the company, advisors retain control of client relationships, continue providing investment advice, and preserve their advisory fee arrangements without changing their business models. 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 the firm aims to give advisors "the custody infrastructure, investment opportunities, and operational support they need" to meet client demand while keeping them in control of their client relationships. The release does not disclose financial terms of the partnership or specific fund sizes. US Capital Global, founded in 1998, provides debt and equity financing, investment products, wealth management, investment banking, direct investment fund management, and M&A and capital formation services for middle-market businesses and investors.
The announcement cites growing investor demand for alternatives, including private credit, structured finance, and private equity, while noting that many independent advisors face operational and custodial hurdles in adding these assets to client portfolios. Under the structure, US Capital Global Securities LLC, an SEC-registered broker-dealer and FINRA member, provides access to selected alternative investments, while Equity Trust supplies custody administration, reporting, cash management, and account onboarding designed for alternative assets.
The arrangement is intended to let advisors keep their existing custodial relationships for traditional investments while using specialized services for alternatives. According to the company, advisors retain control of client relationships, continue providing investment advice, and preserve their advisory fee arrangements without changing their business models. 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 the firm aims to give advisors "the custody infrastructure, investment opportunities, and operational support they need" to meet client demand while keeping them in control of their client relationships. The release does not disclose financial terms of the partnership or specific fund sizes. US Capital Global, founded in 1998, provides debt and equity financing, investment products, wealth management, investment banking, direct investment fund management, and M&A and capital formation services for middle-market businesses and investors.
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