We’re excited to announce the acquisition of
Woodfield Fund Administration!
We are now able to offer a complete range of
services as one combined company, including a
full suite of pooled investment administration
and middle office solutions.
Bridge Banner
Chicago Interior
Bridge Banner
Summit 2016

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


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

Learn More

Private Fund Services

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

Learn More

Middle Office Services

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

Learn More

Specialty Fund Services

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

Learn More


Ultimus Announces David James as General Counsel and Director of Fund Administration

Accomplished ’40 Act Attorney Joins Flourishing Fund Services Firm CINCINNATI, OHIO – August 7, 2018 – Ultimus Fund Solutions®, LLC (Ultimus®),…Read More >


Fifth Third Bank - Equality Day Celebration

Learn More

2018 IAA Annual Leadership Conference

Learn More

ICI Tax and Accounting Conference

Learn More