LinkedinTwitter
  • About
    • About Ultimus
    • Executive Team
    • Sales Team
    • Awards
    • Careers
  • Resources
    • News & Press
    • Insights
      • Articles
      • Blogs
      • Podcasts
      • Video Library
    • Events
    • Partner Directories
  • Clients
    • Shareholder Desktop
    • Reporting Services
    • NLD Ad Review
    • Ultimus Client Access Network (UCAN)
    • Ultimus Distribution Advantage
    • Clients in the Spotlight
    • GOAL
  • Contact Us
Ultimus Logo Ultimus Logo Ultimus Logo
  • REGISTERED FUNDS
    • Mutual Funds
      • Launching a Mutual Fund
      • Existing Fund Conversions
    • Exchange-Traded Funds
      • Launching an ETF
      • Existing Fund Conversions
    • Interval and Tender Offer Funds
    • Commingled Vehicles
      • Variable Insurance Funds
      • Collective Investment Trusts
      • Business Development Company & Exchange Traded Closed End Funds
      • Employee Securities Company
    • Trust Options: Series & Standalone
    • Fund Services
      • Accounting
      • Distribution
      • Financial Administration
      • Fund Compliance
      • Fund Organization or Conversion
      • Legal Administration
      • Mutual Fund Transfer Agency and Shareholder Servicing
      • Tax Services
      • Middle Office Services
  • PRIVATE FUNDS
    • Private Equity
      • Fund Services
    • Venture Capital
      • Fund Services
    • Real Estate
      • Fund Services
    • Hedge Funds
      • Fund Services
    • Endowments & Foundations
      • Fund Services
  • DEDICATED MANAGED ACCOUNT
    • Outsourced Chief Investment Officers (OCIOs)
    • Fund of Hedge Funds
    • Pensions, Endowments & Family Offices
  • PUBLIC PLANS
    • State-Sponsored 529 Plans
    • Local Government Investment Pools

Uncategorized

Home>Uncategorized

Blog Categories

  • Back-Office Services
  • Client-Centric
  • Collective Investment Trusts
  • Compliance
  • Cyber Security
  • Data Management
  • Distribution
  • Exchange-Traded Funds
  • Fund Structure
  • Hedge/Alternative Funds
  • Legal Fund Administration
  • Liquid Alts
  • Managed Account Platforms
  • Middle Office
  • Public Plans
  • Registered Funds
  • Regulatory
  • Series Trust
  • Technology and Innovation
  • Popular
  • Launching a Registered Fund: Is it Right for You?
    June 24, 2019
  • The Importance of SEC Mock Exams
    May 31, 2018
  • Amendments to Form ADV and the Books and Records Rule
    July 23, 2017

The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved. Copyright © Ultimus Fund Solutions

Terms of Use
8044 UFS 7/18/2019Privacy Policy
8326 UFS 4/17/2020Online Privacy Policy
8046 UFS 7/18/2019

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.

2080-NLD-7/31/2019 | 8054-UFS-7/31/2019

Let us know how Ultimus can help you!

Fill out the form below to discuss receiving a customized pro forma.

Let us know how Ultimus can help you!