Next Generation Trust Company, a custodian of self-directed retirement plans, has announced a strategic partnership with KJLK & Co., LLC to provide its accredited investor clients with access to the Square One Fund platform. The collaboration allows investors with self-directed IRAs to incorporate alternative investments into their retirement portfolios, broadening diversification beyond traditional assets.
The Square One Fund, LP operates as a dual-track private investment platform under Sections 3(c)(1) and 3(c)(7) of the Investment Company Act of 1940. It allocates capital across a diversified group of vetted underlying managers spanning private equity, venture capital, private credit, hedge fund strategies, real estate, and infrastructure. This architecture accommodates both qualified purchasers and accredited investors through a dedicated parallel feeder vehicle, offering streamlined access to alternative strategies within a single, professionally managed ecosystem.
Jaime Raskulinecz, CEO of Next Generation Trust Company, emphasized 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." 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 undergo mandatory independent third-party verification.
Joseph LaTurner, principal of KJLK & Co., explained the fund's approach: "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." He highlighted the fund's greater redemption flexibility compared to 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, noting 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 addresses the growing interest from registered investment advisors (RIAs) seeking alternative asset exposure for their high-net-worth clients. Raskulinecz noted that advisors can retain client relationships and assets under management while helping clients build more eclectic portfolios through self-direction. "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," she said.
For more information about Next Generation Trust Company and the alternative assets allowed 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.
