Boutique Service & Institutional Strength.
Invested in our Clients’ Success.
Comprehensive & specialized services for private and institutional funds
Learn MoreHighly customizable investing structures for institutional investors
Learn MoreExperienced program management and services for public plans
Learn MoreSolutions for launching, servicing & converting registered funds
Learn MoreBoutique Service & Institutional Strength.
Invested in our Clients’ Success.
Solutions for launching, servicing & converting registered funds
Learn MoreComprehensive & specialized services for private and institutional funds
Learn MoreHighly customizable investing structures for institutional investors
Learn MoreExperienced program management and services for public plans
Learn MoreBoutique Service & Institutional Strength.
Invested in our Clients’ Success.
Solutions for launching, servicing & converting registered funds
Learn MoreComprehensive & specialized services for private and institutional funds
Learn MoreHighly customizable investing structures for institutional investors
Learn MoreExperienced program management and services for public plans
Learn More[uhl-tuh-muhs]
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SEC Makes It Easier to Launch ETFs
NEW RULING ANNOUNCED FROM THE SEC: The Securities and Exchange Commission (SEC) voted unanimously on September 26 to modernize the regulatory framework for Exchange-Traded Funds (ETFs). The new ETF [...]
Launching a Registered Fund: Is it Right for You?
This is part one of a series about determining if you’re a fit to start a registered product and how to get it off the ground. You have a successful [...]
Former SEC Enforcement Professional is Named President of Ultimus’ Compliance Suite of Solutions
CINCINNATI, OHIO – October 10, 2019 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers, announces today that Brian Privor has been named President of Ultimus’ [...]
Ultimus Shortlisted for 12 Industry Awards
CINCINNATI, OHIO – September 10, 2019 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers, has been shortlisted for twelve industry awards in the registered and [...]
Please join us for Cocktails & Insights – NYC, an event featuring subject matter experts discussing the changing landscape of the financial services industry.
Thought Leadership: 3:30 PM to 5 PM
- In the Race to Zero Fees – why Mutual Funds are Still Relevant
- Private Funds Update
- 1:1 Interview with a former Chief of the Asset Management Unit in the SEC’s Division of Enforcement
Cocktails & Networking: 5 PM to 7 PM
Specialty cocktails and a cask-strength bourbon tasting, led by a wine & spirits certified expert.
Space is limited, so register today. Looking forward to connecting with you at the event.