Ultimus Fund Solutions

Boutique Service & Institutional Strength.

Invested in our Clients’ Success.

Private Funds

Comprehensive & specialized services for private and institutional funds

Learn More

Dedicated Managed Account

Highly customizable investing structures for institutional investors

Learn More

Public Plans

Experienced program management and services for public plans

Learn More

Registered Funds

Solutions for launching, servicing & converting registered funds

Learn More

Boutique Service & Institutional Strength.

Invested in our Clients’ Success.

Registered Funds

Solutions for launching, servicing & converting registered funds

Learn More

Private Funds

Comprehensive & specialized services for private and institutional funds

Learn More

Dedicated Managed Account

Highly customizable investing structures for institutional investors

Learn More

Public Plans

Experienced program management and services for public plans

Learn More

Boutique Service & Institutional Strength.

Invested in our Clients’ Success.

Registered Funds

Solutions for launching, servicing & converting registered funds

Learn More

Private Funds

Comprehensive & specialized services for private and institutional funds

Learn More

Dedicated Managed Account

Highly customizable investing structures for institutional investors

Learn More

Public Plans

Experienced program management and services for public plans

Learn More

A Strong and Stable Fund Servicing Partner.

Connecting With You for the Long Term.

Ultimus Fund Solutions provides financial advisers and institutions an ever-expanding suite of administration and accounting services, modern investor servicing tools, and distribution support for their registered and private investment products. We partner with you to provide integrated and customizable services, manage complexity, and help you build critical financial industry connections that may allow you to expand distribution of your strategies and grow your assets. With $150+ billion in assets under administration and 500+ professionals, our strength gives us the resources to help both financial professionals and investors flourish in today’s increasingly sophisticated and dynamic investment landscape.

Get in touch with us to learn more

Launching a mutual fund?

Check out our new resource page and e-book.

Launching a ’40 Act mutual fund may significantly expand an adviser’s business while broadening their product solutions footprint. When considering starting a mutual fund, there are many key variables to keep in mind, such as the timeline, structure, costs, marketing, distribution and regulatory requirements.

Learn more about mutual funds

Why Ultimus?

At Ultimus, we invest in best-in-class technology and put our team of experienced, top quality professionals to work for you. We partner with you to learn the nuances and complexities of your business, how you define success, and how to work most effectively for you in order to provide you customized services throughout the entire lifecycle of your funds.

Get in touch with us to learn more

Ultimus
[uhl-tuh-muhs]
adjective

From the Blog

How to Demystify Client-Focused Organizations

By Judith Peterson| 2019-11-25T16:14:15-05:00 November 25, 2019|Categories: Client-Centric, Industry, Organizations|Tags: CEO of Focus 3, Client-Centric Organizations, Industry Tips, Tim Kight, Ultimus Fund Solutions, Ultimus Podcasts|

Ultimus recently kicked off a new podcast series entitled, #TALKtoUltimus. The series is being promoted on social media, via our Blog posts and on a new Podcast page on [...]

Evaluating Your Legal Fund Administration: Best Value Tips to Consider

By Matthew Beck| 2019-11-12T14:40:40-05:00 November 12, 2019|Categories: 40' Act Attorneys, Back-Office Services, Industry, Legal Fund Administration|

The fund administration industry is a complex world, and regulatory burdens seem to grow with each passing year. This specialized work can be daunting, even for larger investment firms [...]

View The Blog

News & Press

David Felcyn Joins Ultimus as Director of Transfer Agent Technology

By Ultimus| 2019-12-04T15:49:55-05:00 December 4, 2019|News and Press Categories: Client-Centric Organization , Human Talent , News , Press Release , Technology|

CINCINNATI, OHIO – December 4, 2019 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers, today announces that David Felcyn has joined the company as the Director of Transfer [...]

Ultimus Wins Mutual Fund Administrator of the Year Award from Global Custodian

By Ultimus| 2019-12-03T14:36:26-05:00 December 3, 2019|News and Press Categories: Market Commentary , Mutual Fund , Press Release , Registered Funds|

CINCINNATI, OHIO – December 3, 2019 – Ultimus Fund Solutions® (Ultimus®) proudly announces that it won the Mutual Fund Administrator of the Year award from Global Custodian at the publication’s [...]

Boutique Service & Institutional Strength.

Boutique Service & Institutional Strength.

Boutique Service & Institutional Strength.

A Strong and Stable Fund Servicing Partner.

Connecting With You for the Long Term.

Launching a mutual fund?

Check out our new resource page and e-book.

Why Ultimus?

From the Blog

How to Demystify Client-Focused Organizations

Evaluating Your Legal Fund Administration: Best Value Tips to Consider

News & Press

David Felcyn Joins Ultimus as Director of Transfer Agent Technology

Ultimus Wins Mutual Fund Administrator of the Year Award from Global Custodian

Upcoming Events