Alternative Investments

From the initial investor subscription phase including escrow services to disbursement, share repurchase programs, proxy voting and solicitation as well as sales support for the selling brokers, we offer a total recordkeeping solution with technology that provides accurate, live data to take the risk out of decision making.

Computershare is the alternative you’ve been waiting for.

Computershare is more than a transfer agent for InvenTrust.

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Experience you can rely on

For more than 35 years, we have helped thousands of public and private companies through our expert people and technology. As your transfer agent, we can help with:

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    Capital raising

    Easier access to capital through non-traditional techniques, including order processing. We support order records and settlement files with DTCC’s AIP, as well as capturing, reporting and paying upfront and trailing commissions.

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    Dedicated care team

    Specialized alternative investments experts will manage all broker-dealer, financial advisor, custodian and investor requests on your behalf so you can focus on your business.

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    Security and technology

    We focus on data integrity, privacy and business continuity so you can be confident that your company and investor information is secure.

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    The tools you need

    Our proprietary recordkeeping system can manage records with any level of complexity. Our issuer and investor websites provide stakeholders with account access. You’ll also benefit from our Corporate Actions Portal and web-based Share Repurchase Programs.

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    Service beyond the registry

    When you work with Computershare, we will support your company as you evolve. We are ready to help with your corporate governance and transactional needs including listing events, M&A and corporate actions.

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    Full-service offering

    We offer support for order records and settlement files with DTCC’s AIP and other third parties. We can also capture, report and pay upfront and trailing commissions, and provide data aggregation for the consolidation of assets under management.

Support for Advisors and Custodians

Access the information and insights you need most through our Alternative Investments Portal for advisors, brokers, custodians and sponsors.

You will also have the support of specialized alternative investments teams, dedicated to engaging with your key stakeholders and addressing their transactional requests.

  • For Advisors and Brokers

    For Advisors and Brokers

    This platform provides access to a range of data at the shareholder level for advisors and brokers on FINRA.

    You can view and download:

    • Investor information
    • Shares
    • Price
    • Value
    • Account number
    • Transaction history
    • Statements
    • Tax documents
  • For Custodians

    For Custodians

    This platform provides access to a range of data at a custodian, fund and individual investor level.

    You can view and download:

    • Daily investor positions
    • Ad hoc "as of" position reports
    • Investor statements
    • Confirms
    • Tax forms
    • Distribution detail report
    • Corporate action payment detail report
    • Balance by date
  • Aggregator Access Services for Advisors

    Aggregator Access Services for Advisors

    Computershare will electronically deliver your clients' applicable alternative investments information to your aggregator for a consolidated view of your clients' portfolio, saving you time and effort.

    To enroll, email us today for the Aggregator Access Services package.

  • Dedicated Care Team

    Dedicated Care Team

    Specialized alternative investments experts to engage with key stakeholders:

    • Broker-dealers
    • Custodians
    • Financial advisors
    • Investors

Access alternative investments company information and printable forms.

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