An award-winning, tech-driven and client-centric servicing partner.
Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration 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.
Investor Services is a specialized functional area which integrates the field of accounting, communication, and administration to successfully manage the flow of information between a private equity firm, its investors, and other stakeholders such as the general partners.
With the topic posed as a question, not a statement, the panel examined the current and future states for outsourcing key back-office functions. We share some of their insights here, broadening the aperture to all private funds.
Ultimus is excited to attend the IPA Connect Unlisted and Closed End Funds Conference. Stop by out high-top table for information about Ultimus and our services!
Ultimus is proud to sponsor the Exchange ETF Conference in February of 2023. We are looking forward to seeing you all there.
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.