Awards

Awards 2019-11-11T10:42:32-05:00
Award-Winning Partnership Approach

Since our firm was founded, Ultimus has invested significantly in personnel, technology, and innovation for the benefit of our clients. At Ultimus, we are committed to being a trusted business partner to our clients, and are very proud of the effort put forth by everyone in the firm to provide award-winning service. The following awards reinforce Ultimus’ leadership standing in the fund administration space and reaffirm our ongoing commitment to excellence in client service and partnership.

DESIGNATION AREA
YEAR
AWARD
CONFERRED BY
REGISTERED FUNDS2019Mutual Fund Administrator of the YearGlobal Custodian Industry Leaders Awards
Best Liquid Alternatives: “40 Act” Fund AdministratorHedgeweek USA Awards 2019
Best Multi-Series Trust ProviderFund Intelligence Operations & Services Awards 2019
2018Best Liquid Alternatives: “40 Act” Fund Administrator (Gemini)Hedgeweek USA Awards 2018
Best Administrator: Small & Start-Up Funds (Gemini)Alt Credit Intelligence US Services Awards
Best Administrator – Under $100B in Assets Under Administration (Ultimus Fund Solutions)Fund Intelligence U.S. Mutual Fund Services Awards
Mutual Fund Administrator of the Year (Ultimus Fund Solutions)Global Custodian Industry Leaders Awards
Transfer Agency (Ultimus Fund Solutions)Global Custodian Industry Leaders Awards
Relationship Management & Client Service (Ultimus Fund Solutions)Global Custodian Industry Leaders Awards
Best Accounting & Audit Services (Gemini)Fund Intelligence Mutual Fund Services & Technology Awards 2018
2017Best Overall Performance for Mutual Fund Administration (Ultimus Fund Solutions)Global Custodian Industry Leaders Awards
Quality of Personnel (Ultimus Fund Solutions)Global Custodian Industry Leaders Awards
Best Administrator – Under $100B in Assets Under Administration (Ultimus Fund Solutions)Fund Intelligence Group U.S. Mutual Fund Services Awards
2016Quality of Personnel (Ultimus Fund Solutions)Global Custodian Industry Leaders Awards
Value for Money (Ultimus Fund Solutions)Global Custodian Industry Leaders Awards
Compliance Support (Gemini)Global Custodian Industry Leaders Awards
Most Innovative Fund Administrator (under $100B in AUA) (Gemini)U.S. Mutual Fund Services Awards
Best Administrator (Gemini)U.S. Mutual Fund Services Awards
Best Administrator – Under $100B in Assets Under Administration Client Service (Ultimus Fund Solutions)U.S. Mutual Fund Services Awards
PRIVATE FUNDS2019Best Administrator – Middle Office (Ultimus Fund Solutions)HFM US Services Awards
2018Best Administrator – Innovation (Gemini Hedge Fund Services)CTA Intelligence US Services Awards
Best Trustee: Hedge Funds (Gemini Hedge Fund Services)Alt Credit Intelligence US Services Awards
2017Best Administrator: Liquid Alternatives (Gemini Hedge Fund Services)HFM US Hedge Fund Services Awards
Best Administrator – Technology (Gemini Hedge Fund Services)Alt Credit Intelligence US Services Awards
Best Administrator – Technology (Gemini Hedge Fund Services)CTA Intelligence US Services Awards
DMA2017Best Managed Accounts Platform (Gemini Alternative Funds)Hedgeweek USA Awards
2016Best Managed Accounts Platform (Gemini Alternative Funds)Hedgeweek USA Awards
Best CTA Managed Account Platform (Gemini Alternative Funds)CTA Intelligence US Services Awards
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Mutual Fund Administration Recognitions
from Global Custodian

Market Outperformer Accreditation
2015, 2016, 2017, 2018 and 2019

Category Outperformer Accreditation
2015, 2016, 2017, 2018 and 2019