A tech-driven and client-centric servicing partner.
Connecting with you for the long term.

Raising the Bar for Tech-Driven Fund Administration

About Us

Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration 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.

Connecting with the Industry
Hosting & Sponsoring Events

Oct
3
Mon
Expect Miracles Foundation: 5th Annual Atlantic Coast Classic
Oct 3 all-day

Ultimus is looking forward to the Expect Miracles Foundation’s 5th Annual Atlantic Coast Classic in Bedminster, New Jersey. We are proud to join other financial industry executives to support the Expect Miracles Foundation’s mission of raising funds for the fight against cancer.

Oct
6
Thu
New York Stock Exchange Webinar and Networking Event
Oct 6 @ 2:30 pm – 3:30 pm
 

Presented by Ultimus

Learn what it takes to launch and manage an ETF today. Understand the intricacies involved within the ETF ecosystem that help to support and optimize your fund operations. Please join the NYSE for an in-depth conversation with Michael Prendergast, Ultimus Fund Solutions; Reginald Brown, GTS; and Brad Roth, Thor Financial Technologies; with a focus on:

  • Efficiently managing your ETF launch
  • Understanding the key players and their role within the ETF ecosystem
  • Effectively deciding on the proper trust structure
  • Optimizing daily operations and support offerings
Oct
11
Tue
ADISA Annual Conference and Trade Show @ The Cosmopolitan of Las Vegas
Oct 11 – Oct 12 all-day

Ultimus associate Mick Grunewald, Vice President of Business Development, is looking forward to attending the ADISA Annual Conference and Trade Show in October.

Want to Know More?

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.

Ultimus Fund Solution

8778 UFS 2/18/2022

Ultimus Fund Solution