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 AREAYEARAWARDCONFERRED BY
REGISTERED FUNDS
2022
Best Data Management Solution – Back & Middle OfficeWith Intelligence Fund Operations & Services Awards
2021
Mutual Fund Administrator of the YearGlobal Custodian Industry Leaders
Best Client ServiceGlobal Custodian Industry Leaders
Recognized as Top 10 Best Tech Solution ProvidersUSA-9 Magazine
Innovation in Data AnalyticsGlobal Custodian Innovation Awards
2020
Best Multi-Series Trust ProviderFund Intelligence Operations & Services Awards
Highly Commended – Best Transfer Agent & Shareholder servicesFund Intelligence Operations & Services Awards
Mutual Fund Administrator of the YearGlobal Custodian Industry Leaders Awards
Client ServiceGlobal Custodian Industry Leaders Awards
2019
Mutual 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
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
2021
Private Equity Fund Administrator of the YearGlobal Custodian Industry Awards
Private Equity Best TechnologyGlobal Custodian Industry Awards
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
Want to Know More?

Interested in learning more about our solutions? We want to hear from you.

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Innovation in Data Analytics Award
from Global Custodian

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Mutual Fund Administration Recognitions
from Global Custodian

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Industry Leaders 2020 Client Services


Industry Leaders 2020 MFA of the Year

Industry Leaders 2020 MFA of the Year


Market & Global Outperformer Accreditation
2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022

Category Outperformer Accreditation
2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022

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.

Ultimus Fund Solution

8778 UFS 2/18/2022

Ultimus Fund Solution