Ultimus + Gemini
Gemini is now part of Ultimus, the leading independent fund services provider offering comprehensive solutions to Investment Managers across the spectrum of vehicle structures.

These structures include mutual funds, ETFs, interval funds, collective investment trusts, BDCs, hedge funds and private equity, in addition to providing outsourced middle office services and managed account platforms.

We’ve combined to provide registered and private fund managers broader product offerings, more scalable solutions and significant technological capabilities.

Our websites will soon become one! In the meantime, please look for more information on our additional breadth of services at thegeminicompanies.com.
Bridge Banner
Chicago Interior
Bridge Banner
Summit 2016
Launching a mutual fund?
Check out our new resource page and e-book.

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 Panel Reveals Key Insights for Building a Registered Fund Distribution Plan

Extensive knowledge on navigating platforms and taking a consultative approach highly valued by audience CINCINNATI, OHIO—June 10, 2019—…Read More >


Ultimus Client Summit 2019

Learn More

Schwab IMPACT 2019

Learn More