An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2024 awards and accolades.
Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration, middle office and investor servicing solutions to support registered funds, private funds and public plans.
By combining cutting edge technology with high-touch consultative services, we provide solutions designed to meet the individual fund administration needs of various sized fund sponsors, investment managers and large institutions.
At Ultimus, we are committed to a consultative and client-centric approach, offering customizable tech-enhanced administration services for asset managers. We are proud of our effort to establish strong business partnerships and provide award-winning service. Throughout 2023 and continuing into 2024, Ultimus has received numerous industry awards that reaffirm our dedication to excellence in the fund administration and middle office space:
With Intelligence Fund Operations & Service Awards
Global Custodian Industry Leaders Awards
Global Custodian Mutual Fund, ETF & Private Equity Fund Administration Surveys
Nicsa Nova Awards
Institutional Asset Manager Awards
Check out all our industry awards here
Ultimus Senior Executives take center stage in a series of captivating videos to share invaluable insights and expertise. These videos demonstrate a powerful blend of leadership, industry knowledge, and forward thinking that goes into our innovative solutions.
Ultimus is thrilled to announce our participation in the upcoming iConnections Conference, taking place on January 27-30 in Miami Beach, FL. This event offers unparalleled networking opportunities for fund managers and industry professionals. We invite you to visit us at Booth 2111 where Andrew Jones, Maureen Fitzpatrick, Stephen Auresto and Charles Kennedy will be in attendance to discuss how Ultimus can support your strategic goals and operational needs. We look forward to connecting with you!
Ultimus is a proud sponsor of Investment Company Institute’s ICI Innovate conference in Huntington Beach, California in February. This premier conference highlights the intersection of technology and the asset management industry.
Ultimus is looking forward to the 22nd Annual Private Funds CFO New York Forum on February 4-5, 2025, in New York City. This event is the gathering point for industry professionals in private market’s finance and operations and offers unmatched opportunities for insightful learning, idea generation, and peer benchmarking. Make sure to stop by Booth #28 to connect with Ultimus associates Andrew Jones, Jessica Robertson, and Stephen Auresto on how Ultimus can help optimize your finance and operational workflows.
Interested in learning more about our solutions? We want to hear from you.
Institutional Strength | Boutique Service
The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.
DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.
