An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2024 awards and accolades.
Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration, middle office 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.
At Ultimus, we are committed to a consultative and client-centric approach, offering customizable tech-enhanced administration services for asset managers. We are proud of our effort to establish strong business partnerships and provide award-winning service. Throughout 2024 and continuing into 2025, Ultimus has received numerous industry awards that reaffirm our dedication to excellence in the fund administration and middle office space:
With Intelligence Fund Operations & Service Awards
Global Custodian Industry Leaders Awards
Global Custodian ETF & Private Equity Fund Administration Surveys
Asset Servicing Times Industry Excellence Awards
Check out all our industry awards here
Ultimus Senior Executives take center stage in a series of captivating videos to share invaluable insights and expertise. These videos demonstrate a powerful blend of leadership, industry knowledge, and forward thinking that goes into our innovative solutions.
Kerric Kynard is thrilled to represent Ultimus at the FINRA Annual Conference on May 13-15 in Washington, DC! This premier event is the perfect forum for financial professionals to enhance compliance strategies, gain practical insights on regulatory trends, and connect with industry leaders. If you’re attending, make sure to connect with Kerric—we’d love to discuss how Ultimus can help your firm adapt to regulatory changes and refine your practices.
Ultimus’ associate, Lance Christofferson, is looking forward to attending the Money Management Institute Alternative Investments Forum on May 13 in New York City, NY. Make sure to check out the panel Lance is speaking on!
Ultimus’ Maureen Fitzpatrick will be attending the PEI Women in Private Markets Summit in New York City on May 13-14! This powerful event brings together over 500 fund managers, investors, and thought leaders for two impactful days of collaboration, networking, and insight-sharing across Private Equity, Infrastructure, Real Estate, and Private Debt. Maureen is looking forward to the chance to break barriers, build valuable connections, and gain exclusive strategies from globally recognized industry experts. Ultimus is proud to be part of this incredible community driving meaningful change in private markets.
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.
