Ultimus + Gemini
Gemini is now part of Ultimus, the leading independent fund services provider offering comprehensive solutions to Investment Managers across the spectrum of vehicle structures.

These structures include mutual funds, ETFs, interval funds, collective investment trusts, BDCs, hedge funds and private equity, in addition to providing outsourced middle office services and managed account platforms.

We’ve combined to provide registered and private fund managers broader product offerings, more scalable solutions and significant technological capabilities.

Our websites will soon become one! In the meantime, please look for more information on our additional breadth of services at thegeminicompanies.com.
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Why Ultimus

"Ultimus is a true business partner. Their service is exceptional. We work with the same individuals; they understand our needs, objectives and constraints and do their best to help us be successful. I often feel I am their only client."

Andrea Bauman Lustig
Director, Stralem & Company
President, Stralem Equity Fund



We hire top quality professionals, and we put them to work for you. At Ultimus, you will have an experienced, talented team working on your behalf. Your team is dedicated to learning the nuances and complexities of your business, helping you meet your goals, the way you define success.

  • Passionate Professionals
  • Smart Solutions
  • Remarkable Results


Ultimus
[uhl-tuh-muhs]
adjective

From Latin meaning ultimate
of the greatest or highest degree. the best or most extreme of its kind. beyond which it is impossible to go.

Mutual Fund Services

Whether you're starting a new fund or have existing funds, we have solutions to help you grow your business

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Private Fund Services

Private fund service solutions for fund managers, institutions, foundations and other investment entities

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Middle Office Services

Middle office service solutions for institutional separately managed accounts (SMAs) and private funds

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Specialty Fund Services

Quality service solutions for private, pooled and other registered investment vehicles

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News

Ultimus to be a Gold Sponsor for Boutique Mutual Funds Conference

SunStar’s Conference, “Thriving in an Ever-Changing Industry” features speakers on distribution and marketing CINCINNATI, OHIO – APRIL 8,…Read More >



Events

Ultimus Client Summit 2019

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Schwab IMPACT 2019

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