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 FUNDS | 2020 | Best Multi-Series Trust Provider | Fund Intelligence Operations & Services Awards |
| Highly Commended – Best Transfer Agent & Shareholder services | Fund Intelligence Operations & Services Awards | ||
| Mutual Fund Administrator of the Year | Global Custodian Industry Leaders Awards | ||
| Client Service | Global Custodian Industry Leaders Awards | ||
| 2019 | Mutual Fund Administrator of the Year | Global Custodian Industry Leaders Awards | |
| Best Liquid Alternatives: “40 Act” Fund Administrator | Hedgeweek USA Awards 2019 | ||
| Best Multi-Series Trust Provider | Fund Intelligence Operations & Services Awards 2019 | ||
| 2018 | Best 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 | ||
| 2017 | Best 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 | ||
| 2016 | Quality 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 FUNDS | 2019 | Best Administrator – Middle Office (Ultimus Fund Solutions) | HFM US Services Awards |
| 2018 | Best 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 | ||
| 2017 | Best 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 | ||
| DMA | 2017 | Best Managed Accounts Platform (Gemini Alternative Funds) | Hedgeweek USA Awards |
| 2016 | Best Managed Accounts Platform (Gemini Alternative Funds) | Hedgeweek USA Awards | |
| Best CTA Managed Account Platform (Gemini Alternative Funds) | CTA Intelligence US Services Awards | ||
2020 Global Custodian
Lifetime Achievement Award recipient
Bob Dorsey
Mutual Fund Administration Recognitions
from Global Custodian
Industry Leaders 2020 Client Services
Industry Leaders 2020 MFA of the Year
Market Outperformer Accreditation
2015, 2016, 2017, 2018, 2019 and 2020
Category Outperformer Accreditation
2015, 2016, 2017, 2018, 2019 and 2020