Next Generation Trust Company, a custodian of self-directed retirement plans, has announced a strategic partnership with KJLK & Co., LLC, a move that will allow accredited investors with self-directed IRAs to participate in the Square One Fund platform. The collaboration aims to broaden investment opportunities for retirement savers by providing access to a diversified portfolio of alternative assets, including private equity, venture capital, private credit, hedge fund strategies, real estate, and infrastructure.
Square One Fund, LP, operated by KJLK & Co., employs a dual-track structure under Sections 3(c)(1) and 3(c)(7) of the Investment Company Act of 1940. This architecture enables both qualified purchasers and accredited investors to access a professionally managed ecosystem that allocates capital across a carefully vetted group of underlying managers. The fund's structure is designed to address common challenges individual investors face, such as lack of liquidity and heavy due diligence burdens, by offering streamlined access to alternative strategies.
Jaime Raskulinecz, CEO of Next Generation Trust Company, highlighted the significance of the partnership: "This strategic partnership allows our accredited investor clients to diversify their retirement investments via high-value alternative assets using funds from their Next Generation IRA, embedding a broadly diversified product into their overall portfolio." To participate, eligible investors must open and fund a self-directed account with Next Generation and then deploy retirement assets to subscribe for a limited partnership interest in the fund. As a Rule 506(c) offering, all investors' statuses are subject to mandatory independent third-party verification.
Joseph LaTurner, principal of KJLK & Co., explained the fund's value proposition: "Square One Fund provides access to alternative strategies and private markets in a structure that systematically addresses the general lack of liquidity and the heavy due diligence burdens individual investors typically face. Our team consistently compares intrinsic value against cost, adhering strictly to our value-oriented investment philosophy, principles and fundamentals regardless of broader market cycles. This disciplined approach delivers strong long-term benefit to our partners, structured with greater redemption flexibility than many comparable private funds."
LaTurner selected Next Generation as the firm's strategic partner due to Raskulinecz's entrepreneurial spirit and the team's ability to think differently about investing. He noted that "their operational flexibility reflects positively on what we do on the quantitative and portfolio management side." Next Generation Trust Company is officially featured under "Products" on the KJLK website as the preferred self-directed IRA custodian for its alternative strategy and private market products.
The partnership also extends opportunities to independent fee-based financial advisors. Raskulinecz emphasized, "We invite independent fee-based financial advisors to work with us and expand their clients' access to alternative assets while also enhancing their own investment knowledge. When their clients open a self-directed IRA at Next Generation, those advisors retain the client relationship and assets under management, and continue collecting their customary fees while helping their clients build a more eclectic portfolio through the many nontraditional investments self-direction allows."
For more information about Next Generation Trust Company and the alternative assets available through self-direction, visit NextGenerationTrust.com. To learn more about KJLK & Co. and its Square One Fund, visit convictionfunds.com.
Square One Fund, LP is offered pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933. This release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Any offering is made solely to verified, eligible investors through the fund's official Private Placement Memorandum and Subscription Documents, which contain critical details regarding investment terms, fees, liquidity provisions, tax implications, and risk factors, including the potential loss of principal capital.
