Fund Organization and Start-up Services
At Ultimus, we offer complete organizational services for your fund. We provide everything you need to meet your requirements, as well as those of your shareholders.
Ultimus furnishes a comprehensive set of start-up services to get your fund up and running quickly - so you can stay focused on your core business.

Our fund organizational services:
	Provide technical and operational consulting, including breakeven analysis and product pricing
	Prepare and file the initial registration statement
	Prepare fund operating agreements
	Coordinate the seed money audit
	Prepare materials for the organizational Board meeting
	Prepare and file state Blue Sky registrations
	Coordinate and arrange for insurance, prototype retirements plans and document printing