What Is the Maximum Ownership Interest That a STRATA IRA Can Own in an Entity in Conjunction With Other Disqualified Persons or Family Members?

STRATA will not process an investment where 50% or more of the entity will be owned by your STRATA account and other disqualified persons (including family members).

Learn more about onboarding, what to expect, and how to direct your investment with STRATA's Private Equity Checklist