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Boutique Service & Institutional Strength.

Invested in our Clients’ Success.

Private Funds

Comprehensive & specialized services for private and institutional funds

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Dedicated Managed Account

Highly customizable investing structures for institutional investors

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Public Plans

Experienced program management and services for public plans

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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

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
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From the Blog

News & Press

Upcoming Events

Jan
26
Sun
Inside ETFs @ Diplomat Beach Resort
Jan 26 – Jan 29 all-day

Utimus Attendees:

Nick Darsch, SVP Business Development
Alma Piscitello, EVP Relationship Manager
Larie Lydick, VP Head of ETF Product

Feb
20
Thu
IEN – Model Portfolios @ AMA Conference Center
Feb 20 – Feb 21 all-day

Ultimus Attendees:

Nick Darsch, SVP Business Development
Kevin Guerette, Director of Distribution Strategies

Feb
26
Wed
NICSA Strategic Leadership Forum @ Marriott Harbor Beach
Feb 26 – Feb 28 all-day

Visit us at booth #19

Ultimus attendees will be:

Nick Darsch, SVP Business Development
Ian Martin, Chief Administrative Officer
Mick Grunewald, VP Business Development Director