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 2024 and continuing into 2025, 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 ETF & Private Equity Fund Administration Surveys
Asset Servicing Times Industry Excellence 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.
Maureen Fitzpatrick is looking forward to attending the Super Return US West Conference in Los Angeles, CA. This event is a great chance for Ultimus to meet with private market leaders and explore the future of the private markets industry. For more details, please visit the Super Return website HERE.
Ultimus is looking forward to attending IPA Vision in Boston, MA this September. Don’t miss Lance Christofferson’s panel Where the Friction Lives—Clearing the Operational Fog and make sure to stop by the Ultimus booth to learn more about our award-winning, tech-driven and client-centric servicing. For more information and to register for IPA Vision, please visit here.
Join us for a Chicago Alts networking event, co-sponsored by Ultimus, Cohen & Co, Wipfli, CIBC and Faegre Drinker, where financial professionals and industry leaders will gather to build connections and explore opportunities. This event offers a perfect setting to discuss emerging trends and build potential partnerships with key players in the alternatives space while enjoying delicious food, refreshing drinks and a welcoming atmosphere in the vibrant city of Chicago. To register for this event, please contact ma*******@******************ns.com
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.
