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 | 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 | ||
Mutual Fund Administration Recognitions
from Global Custodian
Market Outperformer Accreditation
2015, 2016, 2017, 2018, 2019 and 2020
Category Outperformer Accreditation
2015, 2016, 2017, 2018, 2019 and 2020