Clients in the Spotlight

Ultimus possesses a deep commitment to excellence that is achieved through investments in experienced professionals and best-in-class technology, and in our breadth of fund administration and middle office solutions. Through this commitment, the company is fully invested in servicing investment advisers, managers and fund families in an ever-changing financial environment. In addition, our unique dedication and focus on our clients’ successes separates us from the competition.

Thankfully, investment managers that engage Ultimus are not shy about sharing their experiences in working with us and our professionals. The following photos, videos, testimonials and other information puts the ‘Spotlight’ directly on our clients – where it belongs.

Client Testimonials


Client Summit – September 18-20, 2019

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