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.
Award-Winning Partnership Approach
2022 Ultimus Accolades
Throughout 2022, Ultimus has received numerous industry awards that reaffirm our dedication to excellence in the fund administration and middle office space:
Global Custodian Industry Leaders Awards
- ETF Administrator of the Year
- Private Equity Fund Administrator of the Year (2 years running)
- Mutual Fund Administrator of the Year (6 years running)
- ETF Administration – Client Service
- Private Equity Fund Administration – Onboarding
- Mutual Fund Administration – AML, KYC, and Sanction Screening
Global Custodian Mutual Fund, ETF & Private Equity Fund Administration Surveys
- ETF Category Outperformer
- ETF Global Outperformer
- Private Equity Category Outperformer
- Private Equity Global Outperformer
- Mutual Fund Category Outperformer
- Mutual Fund Market & Global Outperformer
Asset Servicing Times Award
- Client Service for Fund Administration
With Intelligence Fund Operations & Service Awards
- Best Data Management Solutions for Back & Middle Office
| DESIGNATION AREA | YEAR | AWARD | CONFERRED BY | ||
|---|---|---|---|---|---|
REGISTERED FUNDS | 2023 | Best Data Management Solution - Back & Middle Office | With Intelligence Operations & Service Awards | ||
2022 | Mutual Fund Administrator of the Year | Global Custodian Industry Leaders Awards | |||
| Exchange Traded Funds Administrator of the Year | Global Custodian Industry Leaders Awards | ||||
| Mutual Fund Administration - KYC, AML & Sanction Screening | Global Custodian Industry Leaders Awards | ||||
| Exchange Traded Fund Administration - Client Service | Global Custodian Industry Leaders Awards | ||||
| Client Service for Fund Administration of the Year | Asset Servicing Times | ||||
| Best Data Management Solution – Back & Middle Office | With Intelligence Fund Operations & Services Awards | ||||
2021 | Mutual Fund Administrator of the Year | Global Custodian Industry Leaders | |||
| Best Client Service | Global Custodian Industry Leaders | ||||
| Recognized as Top 10 Best Tech Solution Providers | USA-9 Magazine | ||||
| Innovation in Data Analytics | Global Custodian Innovation Awards | ||||
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 | 2022 | Client Service for Fund Administration of the Year | Asset Servicing Times | ||
| Private Equity Fund Administrator of the Year | Global Custodian Industry Leaders Awards | ||||
| Private Equity Fund Administration - Onboarding | Global Custodian Industry Leaders Awards | ||||
2021 | Private Equity Fund Administrator of the Year | Global Custodian Industry Awards | |||
| Private Equity Best Technology | Global 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 | ||||
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Recognition from Global Custodian
Mutual Fund Administrator of the Year
Exchange Traded Fund Administrator of the Year
Private Equity Fund Administrator 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
Innovation in Data Analytics Award
from Global Custodian
Institutional Strength | Boutique Service
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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.
