Securities-Based Lending Solutions

AltFunds Global provides advisory support for securities-based lending solutions designed for accredited investors who want to access liquidity while preserving equity ownership. Through our structured approach, clients can position publicly traded shares as collateral for a securities loan, enabling strategic capital deployment without forced liquidation.

Compliance Note: We are advisors, not lenders. Our role is to prepare and position clients for security-backed lending through regulated third-party institutions.

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Securities-based lending allows investors to borrow capital by using publicly traded shares as collateral. Instead of selling equities (which may trigger tax events or reduce long-term upside), you can secure a securities-based loan while retaining full ownership and market exposure.

Why It Matters

• Avoid capital gains tax events
• Preserve long-term equity appreciation
• Unlock liquidity for acquisitions, expansion, or diversification
• Deploy capital strategically while maintaining your investment position

This is one of the most efficient secured funding solutions available to sophisticated investors.

• Non-Dilutive Liquidity: Access capital without selling or diluting assets.
• Flexible Structures: Loan amounts tied to portfolio value and volatility.
• Ownership Retention: Maintain dividends, voting rights, and upside.
• Institution-Grade Counterparties: Engagement only with regulated lending partners.
• Strategic Guidance: Preparation, documentation alignment, and structural clarity from AltFunds Global.

Securities-based lending is not margin lending. These are structured facilities tailored for high-net-worth investors and corporate principals.

You may qualify if:

• You are an accredited investor
• You hold publicly traded shares listed on major exchanges (NASDAQ, NYSE, TSX, LSE, etc.)
• You can verify ownership and trading history
• Your portfolio meets minimum value thresholds (typically $5M+)
• Industries We Do Not Fund
  AltFunds Global adheres to strict compliance and ethical standards. We do not provide funding or advisory services to businesses involved in restricted industries.

View our full exclusion policy →

1. Schedule a call here to discuss your funding goals.
2. Submit brokerage statements and proof of ownership.
3. Complete compliance checks (KYC, AML).
4. Finalize the loan agreement and disbursement.

To begin:

• Brokerage statements and portfolio reports
• Proof of ownership and trading history
• Identification and KYC/AML materials
• Use-of-funds summary (if applicable)

2% of the total loan value for processing.

1.5% of the loan value.

60-90 business days. Timelines vary based on counterparties and documentation readiness.

Is AltFunds Global the lender?

No. We provide advisory and preparation services only. All lending is completed by regulated financial institutions.

Can I continue trading my shares?

Typically no. Shares used as collateral are placed under a controlled agreement with the lending institution.

What types of securities qualify?

Primarily publicly traded stocks from major exchanges; some providers accept ETFs.

Will this trigger tax events?

No sale = no capital gains event. However, consult your tax advisor.

How much can I borrow?

Loan amounts depend on portfolio composition, volatility, and lender LTV parameters.

AltFunds Global AFG is a consulting firm specializing in structured capital advisory.

The world of capital markets and alternative financing is complex.

Clients often spend months chasing financial providers, struggling to align expectations.

Our job is to translate between both camps — understanding what the client requires and what financial institutions or family offices can realistically provide.

We help clarify the deal structure, prepare the documentation, and ensure both sides understand each other’s needs, timelines, and terms.

All funding decisions and transactions occur exclusively between the client and the financial service provider.

AltFunds Global AFG does not lend, issue, broker, or hold client funds.