# Ultimus Fund Solutions
> Portfolio administration & accounting, modern investor servicing tools, comprehensive compliance programs, tax, auditing & distribution support.

## Pages
- [Ultimus Home](/index.html.md): # Better outcomes, by design We deliver comprehensive fund administration and investment operations solutions to fund and asset managers, backed by advanced…
- [Expertise](/expertise/index.html.md): Expertise Overview # Fund administration and investment operations Ultimus offers full-service fund administration and investment operations support for all…
- [Fund Solutions](/expertise/fund-solutions/index.html.md): Fund Solutions # Comprehensive fund services across public and private markets We take a distinct approach to fund administration by combining high-touch…
- [Public Funds](/expertise/fund-solutions/public-funds/index.html.md)
- [Private Funds](/expertise/fund-solutions/private-funds/index.html.md)
- [Retail Alternative Funds](/expertise/fund-solutions/retail-alternative-funds/index.html.md)
- [Exchange-traded Funds](/expertise/fund-solutions/exchange-traded-funds/index.html.md)
- [Investment Operations](/expertise/investment-operations/index.html.md): Investment Operations # Investment operations, fit to your operating model We deliver investment operations solutions that pair experienced service teams with a…
- [Middle Office Services](/expertise/investment-operations/middle-office-services/index.html.md): Middle Office Services # Leverage flexible middle office services that scale to your operating model Ultimus middle office services provide modular support…
- [Ultimus Enterprise](/expertise/investment-operations/ultimus-enterprise/index.html.md): Ultimus Enterprise # Streamline investment operations with Ultimus Enterprise Ultimus Enterprise^TM^^^is an integrated services platform connecting data,…
- [Strategic Solutions](/expertise/strategic-solutions/index.html.md): ## Strategic Solutions ``` /expertise/strategic-solutions/ ```
- [Join a Series Trust](/expertise/strategic-solutions/join-a-series-trust/index.html.md): Join a Series Trust # Join an established trust framework for efficient fund launches Launch an ETF or a mutual fund within an established trust framework,…
- [Switch Administrators](/expertise/strategic-solutions/switch-administrators/index.html.md): Switch Administrators # A controlled, low-disruption approach to changing fund administrators Make the switch without disruption—our Ultimus Engage onboarding…
- [Launch Alternatives for Private Wealth](/expertise/strategic-solutions/launch-alternatives-for-private-wealth/index.html.md): Launch Alternatives for Private Wealth # Launch retail alternative strategies for private wealth investors Bring alternative strategies to private wealth…
- [351 Seed Strategies](/expertise/strategic-solutions/351-seed-strategies/index.html.md): 351 Seed Strategies # Leverage a 351 seed strategy for exchange-traded funds Convert existing assets into an ETF through a tax-deferred Section 351 exchange.…
- [Transfer Agency Services](/expertise/strategic-solutions/transfer-agency-services/index.html.md)
- [Sectors](/sectors/index.html.md): Sectors Overview # Master complexity across investment strategies Ultimus offers full-service fund administration and investment operations support for all…
- [Public Funds](/sectors/public-funds/index.html.md): Public Funds # High-touch fund services for registered investment vehicles Our approach to fund administration is built around you, combining high-touch service…
- [Mutual Funds](/sectors/public-funds/mutual-funds/index.html.md): Mutual Funds # Optimize your mutual fund platform Ultimus supports you across the full mutual fund lifecycle with institutional controls, subject matter…
- [Existing Fund Conversion](/sectors/public-funds/mutual-funds/existing-fund-conversion/index.html.md): Existing Fund Conversion # Convert or restructure existing funds with a trusted transition process Navigate conversions and restructurings with a structured…
- [Local Government Investment Pools](/sectors/public-funds/local-government-investment-pools/index.html.md): Local Government Investment Pools # Fund services for local government investment pools Support local government investment pools (LGIPs) with disciplined…
- [Collective Investment Trusts](/sectors/public-funds/collective-investment-trusts/index.html.md): Collective Investment Trusts # Collective investment trust fund administration Support collective investment trust (CIT) structures with daily valuation,…
- [Variable Insurance Trusts](/sectors/public-funds/variable-insurance-trusts/index.html.md): Variable Insurance Trusts # Variable insurance trust fund administration Support variable insurance trust (VIT) structures with coordinated accounting,…
- [Distribution](/sectors/public-funds/variable-insurance-trusts/distribution/index.html.md): Distribution Services # Comprehensive distribution services for asset managers Distribute your Investment Company Act of 1940 ('40 Act) registered fund with…
- [Transfer Agency](/sectors/public-funds/variable-insurance-trusts/transfer-agency/index.html.md): Transfer Agency # Transfer agent and shareholder servicing for registered funds Deliver a modern and engaging shareholder experience across recordkeeping,…
- [529 Plans](/sectors/public-funds/529-plans/index.html.md): 529 Plans # Optimize your state-sponsored 529 program Ultimus supports you across state-sponsored 529 college savings programs with comprehensive participant…
- [Private Funds](/sectors/private-funds/index.html.md): Private Funds # A fund services partner built for private capital Private fund administration should fit your specific business needs. We pair high-touch…
- [Private Equity](/sectors/private-funds/private-equity/index.html.md): Private Equity # Service‑led private equity fund administration Ultimus supports you with a service-led operating model designed to handle complexity, scale…
- [Private Credit](/sectors/private-funds/private-credit/index.html.md): Private Credit # Private credit fund operations built for complex credit strategies Support complex credit structures, loan servicing, and investor expectations…
- [Hedge Funds](/sectors/private-funds/hedge-funds/index.html.md): Hedge Funds # Service-led hedge fund administration Support complex hedge fund strategies with high-touch administration, treasury, and investor servicing that…
- [Real Assets](/sectors/private-funds/real-assets/index.html.md): Real Assets # Real asset fund administration for complex structures Support real estate, infrastructure, and natural resource strategies with a…
- [Venture Capital](/sectors/private-funds/venture-capital/index.html.md): Venture Capital # Venture capital fund administration for growing portfolios Support capital deployment, portfolio performance tracking, and investor…
- [Fund of Funds](/sectors/private-funds/fund-of-funds/index.html.md): Fund of Funds # Fund of funds administration Support capital commitments, underlying manager data aggregation, and investor transparency with integrated…
- [Retail Alternative Funds](/sectors/retail-alternative-funds/index.html.md): Retail Alternative Funds # Consultative guidance and end-to-end support for all retail alternative fund structures From fund launch through ongoing…
- [Interval and Tender Offer Funds](/sectors/retail-alternative-funds/interval-and-tender-offer-funds/index.html.md): Interval and Tender Offer Funds # Interval and tender offer fund administration Manage interval funds with coordinated support across fund accounting and…
- [Registered Alternatives Gateway Platform](/sectors/retail-alternative-funds/interval-and-tender-offer-funds/registered-alternatives-gateway-platform/index.html.md): Registered Alternatives Gateway Platform # Simplify access to interval and tender offer funds with Ultimus Gateway™ Bring alternative strategies to market…
- [Business Development Companies](/sectors/retail-alternative-funds/business-development-companies/index.html.md): Business Development Companies # Business development company fund administration Structure and support your business development company (BDC) with an…
- [Real Estate Investment Trusts](/sectors/retail-alternative-funds/real-estate-investment-trusts/index.html.md): Real Estate Investment Trusts # Fund administration for non-traded and private REITs Manage real estate investment trust (REIT) accounting, regulatory…
- ['34 Act Registered Private Funds](/sectors/retail-alternative-funds/34-act-registered-private-funds/index.html.md): ’34 Act Registered Private Funds # Unlock private markets through a ’34 Act registered private fund Leverage our consultative approach to expand access to…
- [Exchange-traded Funds](/sectors/exchange-traded-funds/index.html.md): Exchange-traded Funds # Comprehensive exchange-traded fund solutions We pair deep public fund knowledge with a proprietary technology platform and a dedicated…
- [Launching an ETF](/sectors/exchange-traded-funds/launching-an-etf/index.html.md): Launching an ETF # Launch your exchange‑traded fund Navigate an exchange-traded fund (ETF) launch from strategy to finished product with support from our…
- [ETF Fund Conversions](/sectors/exchange-traded-funds/etf-fund-conversions/index.html.md): ETF Fund Conversions # Convert your existing fund to an exchange-traded fund with an experienced team Restructure existing strategies into an ETF wrapper with a…
- [351 Seed Strategies](/sectors/exchange-traded-funds/351-seed-strategies/index.html.md)
- [Technology](/technology/index.html.md): Technology Overview # Technology as a force multiplier Our technology is a powerful efficiency engine that empowers you, helping you gain real-time insight,…
- [Ultimus Connect](/technology/ultimus-connect/index.html.md): Ultimus Connect # Uncover new insights with Ultimus Connect Ultimus Connect brings reporting, data visibility, and workflow coordination together in a single,…
- [Data and Reporting Hub](/technology/ultimus-connect/data-and-reporting-hub/index.html.md): Data and Reporting Hub # Uncover new insights with Ultimus Connect^^Data and Reporting Hub Gain visibility and control across your operations with powerful…
- [Portfolio Analytics Portal](/technology/ultimus-connect/portfolio-analytics-portal/index.html.md): Portfolio Analytics Portal # Harness actionable insights with Ultimus Connect Portfolio Analytics Portal Unify data across investment book of record (IBOR),…
- [Workflow Manager](/technology/ultimus-connect/workflow-manager/index.html.md): Workflow Manager # Bring structure, visibility, and control to operational workflows Replace manual tracking with structured workflows that give you visibility,…
- [Investor and Advisor Portal](/technology/ultimus-connect/investor-and-advisor-portal/index.html.md): Investor and Advisor Portal # Gain real-time visibility and control over investor activity Empower shareholders and advisors with a self-service portal that…
- [Waterfall Engine](/technology/ultimus-connect/waterfall-engine/index.html.md): Waterfall Engine # Automate complex distribution waterfalls with precision Manage preferred returns, catch-ups, and tiered waterfalls directly through Ultimus’…
- [Private Investor Portal](/technology/ultimus-connect/private-investor-portal/index.html.md): Private Investor Portal # Simplify investor access and communication for private funds Give your investors a secure, centralized way to access fund information…
- [Insights](/insights/index.html.md)
- [From the Desk](/insights/from-the-desk/index.html.md): From the Desk # Resource Library Subscribe All Blog Client Stories Compliance News Multimedia Events Press and News Reports and Whitepapers Select a topic…
- [Blog](/insights/from-the-desk/blog/index.html.md): From the Desk # Resource Library Subscribe All Blog Client Stories Compliance News Multimedia Events Press and News Reports and Whitepapers Select a topic…
- [Breaking Down Breaking Even in Mutual Fund Operations: Why There is No Blanket Answer to the Break Even Question](/insights/from-the-desk/blog/breaking-down-breaking-even-in-mutual-fund-operations-why-there-is-no-blanket-answer-to-the-break-even-question/index.html.md): # Breaking Down Breaking Even in Mutual Fund Operations– Why There is No Blanket Answer to the Break Even Question Subscribe Authored by **Dave Carson** SVP,…
- [Mutual Fund Industry Evolution: Trends for Success](/insights/from-the-desk/blog/mutual-fund-industry-evolution-trends-for-success/index.html.md): # Mutual Fund Industry Evolution: Trends for Success Subscribe Authored by **Bob Dorsey** Vice Chairman and Co-Founder of Ultimus Fund Solutions × October 17,…
- [Is Your Series Trust the Wrong Fit?](/insights/from-the-desk/blog/is-your-series-trust-the-wrong-fit/index.html.md): # Is Your Series Trust the Wrong Fit? Subscribe August 22, 2017 ***The wide acceptance of operational outsourcing among fund managers combined with the…
- [Five Critical Questions to Help Identify the Ideal Distribution Partner](/insights/from-the-desk/blog/five-critical-questions-to-help-identify-the-ideal-distribution-partner/index.html.md): # Five Critical Questions to Help Identify the Ideal Distribution Partner Subscribe Authored by **Kevin Guerette** Director of Distribution Strategies,…
- [Collective Investment Trusts are Making a Comeback: Here’s How to Seize the Opportunity](/insights/from-the-desk/blog/collective-investment-trusts-are-making-a-comeback-here-s-how-to-seize-the-opportunity/index.html.md): # Collective Investment Trusts are Making a Comeback: Here’s How to Seize the Opportunity Subscribe June 27, 2017 As the impact of the fiduciary rule, fee…
- [How Will Small and Mid-Sized Advisers Survive the Pending Regulation Changes?](/insights/from-the-desk/blog/how-will-small-and-mid-sized-advisers-survive-the-pending-regulation-changes/index.html.md): # How Will Small and Mid-Sized Advisers Survive the Pending Regulation Changes? Subscribe June 19, 2017 The investment required to comply with the new SEC…
- [Comparing Series Trusts to Standalone Trusts](/insights/from-the-desk/blog/comparing-series-trusts-to-standalone-trusts/index.html.md): # Thinking of Launching a Mutual Fund? How to Choose the Right Structure – Comparing Series Trusts to Standalone Trusts Subscribe Authored by **Dave Carson**…
- [Key Considerations for Liquid Alt Funds in Choosing a Series Trust](/insights/from-the-desk/blog/key-considerations-for-liquid-alt-funds-in-choosing-a-series-trust/index.html.md): # Key Considerations for Liquid Alt Funds in Choosing a Series Trust Subscribe Authored by **Dave Carson** SVP, Director of Client Strategies **About Dave…
- [The 5 Insider Insights Many Liquid Alts Managers Overlook](/insights/from-the-desk/blog/the-5-insider-insights-many-liquid-alts-managers-overlook/index.html.md): # The 5 Insider Insights Many Liquid Alts Managers Overlook Subscribe Authored by **Dave Carson** SVP, Director of Client Strategies **About Dave Carson** Dave…
- [Gaining Scale and Efficiency for Your SMA Strategy](/insights/from-the-desk/blog/gaining-scale-and-efficiency-for-your-sma-strategy/index.html.md): # Gaining Scale and Efficiency for Your SMA Strategy Subscribe Authored by **Dave Carson** SVP, Director of Client Strategies **About Dave Carson** Dave Carson…
- [Getting the Most Out of Your Middle Office](/insights/from-the-desk/blog/getting-the-most-out-of-your-middle-office/index.html.md): # Getting the Most Out of Your Middle Office Subscribe April 20, 2016 *How to evolve from manufacturing data to analyzing your data to make better investment…
- [Wholesale Changes – Key Considerations for Launching Funds and Building a Sales Structure in the New Distribution Dynamic](/insights/from-the-desk/blog/wholesale-changes-key-considerations-for-launching-funds-and-building-a-sales-structure-in-the-new-distribution-dynamic/index.html.md): # Wholesale Changes – Key Considerations for Launching Funds and Building a Sales Structure in the New Distribution Dynamic Subscribe Authored by **Kevin…
- [The Need for Yield: Why Should Asset Managers Consider Launching an Interval or Tender Offer Fund, and What Do They Need to Know](/insights/from-the-desk/blog/the-need-for-yield-why-should-asset-managers-consider-launching-an-interval-or-tender-offer-fund-and-what-do-they-need-to-know/index.html.md): # The Need for Yield: Why Should Asset Managers Consider Launching an Interval or Tender Offer Fund, and What Do They Need to Know? Subscribe Authored by…
- [Conversion Considerations for Alts Managers](/insights/from-the-desk/blog/conversion-considerations-for-alts-managers/index.html.md): # Conversion Considerations for Alts Managers Subscribe Authored by **Dave Carson** SVP, Director of Client Strategies **About Dave Carson** Dave Carson is…
- [From Administration to Strategic Technology Partner](/insights/from-the-desk/blog/from-administration-to-strategic-technology-partner/index.html.md): # From Administration to Strategic Technology Partner Subscribe Authored by **Jason Stevens** Executive Vice President, Chief Technology Officer **About Jason…
- [Outsourcing Middle-Office Services and Technology](/insights/from-the-desk/blog/outsourcing-middle-office-services-and-technology/index.html.md): # Outsourcing Middle-Office Services and Technology Subscribe Authored by **Paul Wahmann** Senior Vice President, Head of Middle Office Services **About Paul…
- [The Opportunities and Mechanics of Launching an ETF](/insights/from-the-desk/blog/the-opportunities-and-mechanics-of-launching-an-etf/index.html.md): # The Opportunities and Mechanics of Launching an ETF Subscribe Authored by **Michael Prendergast** SVP, ETF Senior Product Specialist **About Michael…
- [Gaining Scale and Efficiencies in your Investment Practice](/insights/from-the-desk/blog/gaining-scale-and-efficiencies-in-your-investment-practice/index.html.md): # Gaining Scale and Efficiencies in your Investment Practice Subscribe Authored by **Nickolaus Darsch** Executive Vice President, Chief Commercial Officer…
- [Navigating the Future of Investment with Alternative Asset Classes](/insights/from-the-desk/blog/navigating-the-future-of-investment-with-alternative-asset-classes/index.html.md): # Navigating the Future of Investment with Alternative Asset Classes Subscribe Authored by **Nickolaus Darsch** Executive Vice President, Chief Commercial…
- [Unlocking Private Markets: Why ’34 Act Registered Private Funds Are Key](/insights/from-the-desk/blog/unlocking-private-markets-why-34-act-registered-private-funds-are-key/index.html.md): # Unlocking Private Markets: Why ’34 Act Registered Private Funds Are Key Subscribe Authored by **Nicholas Ablahani** Managing Director, Retail Alternatives…
- [Disrupting the '40 Act Transfer Agent and Fund Administration Services Landscape](/insights/from-the-desk/blog/disrupting-the-40-act-transfer-agent-and-fund-administration-services-landscape/index.html.md): # Disrupting the '40 Act Transfer Agent and Fund Administration Services Landscape Subscribe Authored by **Ian Martin** Executive Vice President, Chief…
- [Gaining Scale and Efficiencies in your Asset Management Practice](/insights/from-the-desk/blog/gaining-scale-and-efficiencies-in-your-asset-management-practice/index.html.md): # Gaining Scale and Efficiencies in your Asset Management Practice – Subscribe Authored by **Nickolaus Darsch** Executive Vice President, Chief Commercial…
- [Switching Fund Administrators](/insights/from-the-desk/blog/switching-fund-administrators/index.html.md): # Switching Fund Administrators Subscribe August 14, 2015 Why do firms delay a move to a stronger service partner as they grow? Most often, it is the fear of a…
- [A 16-Year-Old Strategist Enters ’40 Act Country](/insights/from-the-desk/blog/a-16-year-old-strategist-enters-40-act-country/index.html.md): # A 16-Year-Old Strategist Enters ’40 Act Country Subscribe October 29, 2015 A 16-year-old tactical asset manager just entered the mutual fund business, and it…
- [3 E’s: Best Practices for Engaging Clients](/insights/from-the-desk/blog/3-e-s-best-practices-for-engaging-clients/index.html.md): # 3 E’s: Best Practices for Engaging Clients Subscribe Authored by **Alma Piscitello** EVP, Relationship Management **About Alma Piscitello** Alma Piscitello is…
- [Defining Adviser Awareness: Key Elements for Creating Effective Distribution Campaigns](/insights/from-the-desk/blog/defining-adviser-awareness-key-elements-for-creating-effective-distribution-campaigns/index.html.md): # Defining Adviser Awareness: Key Elements for Creating Effective Distribution Campaigns Subscribe Authored by **Alma Piscitello** EVP, Relationship Management…
- [Redefining Innovation: The Ongoing Creation of New Ideas That Generate Value for Clients](/insights/from-the-desk/blog/redefining-innovation-the-ongoing-creation-of-new-ideas-that-generate-value-for-clients/index.html.md): # Redefining Innovation: The Ongoing Creation of New Ideas That Generate Value for Clients Subscribe Authored by **Judith Peterson** × January 6, 2020 In our…
- [Responding to Due Diligence Questionnaires](/insights/from-the-desk/blog/responding-to-due-diligence-questionnaires/index.html.md): # Responding to Due Diligence Questionnaires Subscribe February 23, 2017 **INTRODUCTION** Financial intermediaries conduct various levels of product due…
- [Strategically Outsourcing Your Middle Office](/insights/from-the-desk/blog/strategically-outsourcing-your-middle-office/index.html.md): # STRATEGICALLY OUTSOURCING YOUR MIDDLE OFFICE Subscribe Authored by **Mike Ciotola** × October 3, 2017 Ultimus’ Director of Middle Office Services, Mike…
- [The Evolution of Alternative Investments](/insights/from-the-desk/blog/the-evolution-of-alternative-investments/index.html.md): # The Evolution of Alternative Investments Subscribe March 13, 2017 ***Allocations to alternative investment strategies have continued to evolve as asset owners…
- [Understanding the Nuances of Omnibus Accounts](/insights/from-the-desk/blog/understanding-the-nuances-of-omnibus-accounts/index.html.md): # Understanding the Nuances of Omnibus Accounts Subscribe July 28, 2016 Alma Piscitello, SVP, Head of Strategic Relationships for Northern Lights Distributors…
- [What are Managed Futures?](/insights/from-the-desk/blog/what-are-managed-futures/index.html.md): # What are Managed Futures? Subscribe May 23, 2017 If an average investor were asked what a futures contract is, he or she would probably answer, “I am not…
- [Why Hedge Fund Managers are Moving to a Registered ’40 Act Mutual Fund](/insights/from-the-desk/blog/why-hedge-fund-managers-are-moving-to-a-registered-40-act-mutual-fund/index.html.md): # Why Hedge Fund Managers are Moving to a Registered ’40 Act Mutual Fund Subscribe February 27, 2017 Imagine yourself as a new investment manager. Being new to…
- [Best-in-Class Customer Service: The Intersection Between Strategy and Culture](/insights/from-the-desk/blog/best-in-class-customer-service-the-intersection-between-strategy-and-culture/index.html.md): # Best-in-Class Customer Service: The Intersection Between Strategy and Culture Subscribe Authored by **Judith Peterson** × November 25, 2019 *Ultimus recently…
- [Is There a Better Solution for Handling Adviser Trade Operations?](/insights/from-the-desk/blog/is-there-a-better-solution-for-handling-adviser-trade-operations/index.html.md): # IS THERE A BETTER SOLUTION FOR HANDLING ADVISER TRADE OPERATIONS? Subscribe Authored by **John McNamee** × June 13, 2017 Trade processing can often be a…
- [Best Practices for Impactful Distribution](/insights/from-the-desk/blog/best-practices-for-impactful-distribution/index.html.md): # Best Practices for Impactful Distribution Subscribe March 9, 2017 The sales conversation and process has changed significantly in the past decade. Days of…
- [Best Practices: Sponsoring an Adviser Conference](/insights/from-the-desk/blog/best-practices-sponsoring-an-adviser-conference/index.html.md): # Best Practices: Sponsoring an Adviser Conference Subscribe March 30, 2017 Marketing can be expensive and sometimes it is difficult to see the direct benefits,…
- [Advisers Increasingly Leverage Shadow Accounting & Here's Why](/insights/from-the-desk/blog/advisers-increasingly-leverage-shadow-accounting-heres-why/index.html.md): # ADVISERS INCREASINGLY LEVERAGE SHADOW ACCOUNTING & HERE’S WHY Subscribe Authored by **Mike Ciotola** × August 8, 2017 In the private fund space, having a…
- [An Alternative Mutual Fund’s Most Unusual Birth: A Case Study in How Gemini Works Alongside Alternative Managers to Achieve Long-Term Goals](/insights/from-the-desk/blog/an-alternative-mutual-fund-s-most-unusual-birth-a-case-study-in-how-gemini-works-alongside-alternative-managers-to-achieve-long-term-goals/index.html.md): # An Alternative Mutual Fund’s Most Unusual Birth: A Case Study in How Gemini Works Alongside Alternative Managers to Achieve Long-Term Goals Subscribe March…
- [Conversion Aversion? Outsourcing Your Middle Office Business for the First Time Doesn't Need to be so Worrisome](/insights/from-the-desk/blog/conversion-aversion-outsourcing-your-middle-office-business-for-the-first-time-doesnt-need-to-be-so-worrisome/index.html.md): # CONVERSION AVERSION? OUTSOURCING YOUR MIDDLE OFFICE BUSINESS FOR THE FIRST TIME DOESN’T NEED TO BE SO WORRISOME Subscribe Authored by **Mike Ciotola** × May…
- [Creating Brand Loyalty](/insights/from-the-desk/blog/creating-brand-loyalty/index.html.md): # Creating Brand Loyalty Subscribe March 3, 2017 “People are looking for a connection. Tell a good enough story about your brand and people will not only be…
- [Evaluating Your Legal Fund Administration: Best Value Tips to Consider](/insights/from-the-desk/blog/evaluating-your-legal-fund-administration-best-value-tips-to-consider/index.html.md): # Evaluating Your Legal Fund Administration: Best Value Tips to Consider Subscribe Authored by **Matthew Beck** × November 13, 2019 The fund administration…
- [Examining the Pricing Vendor Due Diligence Process in the Mutual Fund Space](/insights/from-the-desk/blog/examining-the-pricing-vendor-due-diligence-process-in-the-mutual-fund-space/index.html.md): # Examining the Pricing Vendor Due Diligence Process in the Mutual Fund Space Subscribe Authored by **Charles Black** × June 13, 2018 Rule 38a-1, under the…
- [Part 1 - Launching A Mutual Fund: Costs of Success](/insights/from-the-desk/blog/part-1-launching-a-mutual-fund-costs-of-success/index.html.md): # PART 1 – LAUNCHING A MUTUAL FUND: COSTS OF SUCCESS Subscribe Authored by **Dave Carson** SVP, Director of Client Strategies **About Dave Carson** Dave Carson…
- [Part Two – Launching a ’40 Act Mutual Fund: Top Five FAQs](/insights/from-the-desk/blog/part-two-launching-a-40-act-mutual-fund-top-five-faqs/index.html.md): # Part Two – Launching a ’40 Act Mutual Fund: Top Five FAQs Subscribe Authored by **Dave Carson** SVP, Director of Client Strategies **About Dave Carson** Dave…
- [Part Three – Launching a Mutual Fund: Compliance and Regulatory Insights](/insights/from-the-desk/blog/part-three-launching-a-mutual-fund-compliance-and-regulatory-insights/index.html.md): # Part Three – Launching a Mutual Fund: Compliance and Regulatory Insights Subscribe Authored by **Dave Carson** SVP, Director of Client Strategies **About Dave…
- [Technology in the Hedge Fund Space](/insights/from-the-desk/blog/technology-in-the-hedge-fund-space/index.html.md): # Technology in the Hedge Fund Space Subscribe April 20, 2017 There is no denying that technology has drastically changed the financial industry. However, most…
- [The Importance of SEC Mock Exams](/insights/from-the-desk/blog/the-importance-of-sec-mock-exams/index.html.md): # The Importance of SEC Mock Exams Subscribe May 31, 2018 Recently, the U.S. Securities and Exchange Commission (SEC) has been showing up *unannounced* at…
- [The Three T's of Middle Office Data](/insights/from-the-desk/blog/the-three-ts-of-middle-office-data/index.html.md): # THE THREE T’S OF MIDDLE OFFICE DATA Subscribe July 11, 2017 When outsourcing your middle office services, it’s important that your provider can seamlessly…
- [Understanding The True Cost of Mutual Fund Distribution – Part One](/insights/from-the-desk/blog/understanding-the-true-cost-of-mutual-fund-distribution-part-one/index.html.md): # Understanding The True Cost of Mutual Fund Distribution – Part One Subscribe April 10, 2017 *Join us for part one of a three part series on The True Cost of…
- [Understanding The True Cost of Mutual Fund Distribution – Part Three](/insights/from-the-desk/blog/understanding-the-true-cost-of-mutual-fund-distribution-part-three/index.html.md): # Understanding The True Cost of Mutual Fund Distribution – Part Three Subscribe April 10, 2017 *This is part three in a series on The True Cost of Mutual Fund…
- [Understanding The True Cost of Mutual Fund Distribution – Part Two](/insights/from-the-desk/blog/understanding-the-true-cost-of-mutual-fund-distribution-part-two/index.html.md): # Understanding The True Cost of Mutual Fund Distribution – Part Two Subscribe April 11, 2017 *Join us for part two of a three part series on The True Cost of…
- [Warning Signs You May Need a New Fund Administration Provider](/insights/from-the-desk/blog/warning-signs-you-may-need-a-new-fund-administration-provider/index.html.md): # Warning Signs You May Need a New Fund Administration Provider Subscribe Authored by **Bob Dorsey** Vice Chairman and Co-Founder of Ultimus Fund Solutions ×…
- [What Advisers Need to Know About Impact Investing: ESG/SRI](/insights/from-the-desk/blog/what-advisers-need-to-know-about-impact-investing-esgsri/index.html.md): # What Advisers Need to Know About Impact Investing: ESG/SRI Subscribe August 21, 2018 Even though the terminology ‘impact investing’ is relatively new in the…
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- [Diving into the Private Equity Waterfall Model](/insights/from-the-desk/blog/diving-into-the-private-equity-waterfall-model/index.html.md): # Diving into the Private Equity Waterfall Model Subscribe April 4, 2022 Private Equity funds had a remarkable year in 2021. If you are looking to launch a…
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- [Understanding Private Equity Fund Accounting](/insights/from-the-desk/blog/understanding-private-equity-fund-accounting/index.html.md): # Understanding Private Equity Fund Accounting Subscribe June 7, 2022 Private equity fund accounting is quite complex to other investment vehicles. What…
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- [Tailored Shareholder Reporting: A Fund Manager’s Prep Guide](/insights/from-the-desk/blog/tailored-shareholder-reporting-a-fund-manager-s-prep-guide/index.html.md): # Tailored Shareholder Reporting: A Fund Manager’s Prep Guide Subscribe Authored by **Danielle Adamson** Executive Vice President, Chief Client Officer **About…
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- [Optimize Management Company Operations](/insights/from-the-desk/blog/optimize-management-company-operations/index.html.md): # Optimize Management Company Operations Subscribe May 22, 2024 In recent years, many alternative fund managers have explored ways of enhancing operational…
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- [Exploring the Co-Sourcing Model with a Private Equity Fund Administrator](/insights/from-the-desk/blog/exploring-the-co-sourcing-model-with-a-private-equity-fund-administrator/index.html.md): # Exploring the Co-Sourcing Model with a Private Equity Fund Administrator Subscribe October 24, 2024 In the private equity world, efficiency and expertise are…
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- [What to Look for in a Series Trust: A Comprehensive Guide for Asset Managers](/insights/from-the-desk/blog/what-to-look-for-in-a-series-trust-a-comprehensive-guide-for-asset-managers/index.html.md): # What to Look for in a Series Trust: A Comprehensive Guide for Asset Managers Subscribe Authored by **Kevin Wolf** Executive Vice President, Head of Client…
- [Private Equity Masterclass Incorporates How Outsourced Fund Administration Supports PE Managers](/insights/from-the-desk/blog/private-equity-masterclass-incorporates-how-outsourced-fund-administration-supports-pe-managers/index.html.md): # Private Equity Masterclass Incorporates How Outsourced Fund Administration Supports PE Managers Subscribe May 22, 2025 Private equity has long been recognized…
- [Cybersecurity Efforts Help Safeguard Asset Managers: What You Need to Know](/insights/from-the-desk/blog/cybersecurity-efforts-help-safeguard-asset-managers-what-you-need-to-know/index.html.md): # Cybersecurity Efforts Help Safeguard Asset Managers: What You Need to Know Subscribe Authored by **Mel Van Cleave** SVP, Technology × August 5, 2025 Financial…
- [Strategic considerations for partnering with an outsourced fund distributor](/insights/from-the-desk/blog/strategic-considerations-for-partnering-with-an-outsourced-fund-distributor/index.html.md): # Strategic considerations for partnering with an outsourced fund distributor Subscribe August 14, 2025 Managing the complexities of fund distribution in the…
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- [The Importance of a Comprehensive and Flexible Service Solution for ETF Fund Launches](/insights/from-the-desk/blog/the-importance-of-a-comprehensive-and-flexible-service-solution-for-etf-fund-launches/index.html.md): # The Importance of a Comprehensive and Flexible Service Solution for ETF Fund Launches Subscribe Authored by **Michael Prendergast** SVP, ETF Senior Product…
- [Level Up Your Security: Key Takeaways from the Cyber Hygiene Webinar](/insights/from-the-desk/blog/level-up-your-security-key-takeaways-from-the-cyber-hygiene-webinar/index.html.md): # Level Up Your Security: Key Takeaways from the Cyber Hygiene Webinar Subscribe Authored by **Mel Van Cleave** SVP, Technology × October 7, 2025 In the…
- [A GP’s Guide to Optimizing Private Credit Fund Operations](/insights/from-the-desk/blog/a-gp-s-guide-to-optimizing-private-credit-fund-operations/index.html.md): # A GP’s Guide to Optimizing Private Credit Fund Operations Subscribe October 28, 2025 Private credit funds have emerged as a vital component in the financial…
- [High-Level Insights from Ultimus’ ETF as a Share Class Webinar](/insights/from-the-desk/blog/high-level-insights-from-ultimus-etf-as-a-share-class-webinar/index.html.md): # High-Level Insights from Ultimus’ ETF as a Share Class Webinar Subscribe December 16, 2025 The Exchange-Traded Fund (ETF) landscape is rapidly evolving, and…
- [The Value of GIPS Compliant Performance](/insights/from-the-desk/blog/the-value-of-gips-compliant-performance/index.html.md): # The Value of GIPS Compliant Performance Subscribe December 18, 2025 In an increasingly competitive investment landscape, asset managers are under growing…
- [The Strategic Shift: Navigating the Evolving Landscape of Alternative Investments](/insights/from-the-desk/blog/the-strategic-shift-navigating-the-evolving-landscape-of-alternative-investments/index.html.md): # The Strategic Shift: Navigating the Evolving Landscape of Alternative Investments Subscribe March 18, 2026 Market volatility and shifting economic indicators…
- [Connecting IBOR and Class Actions: How a Single Book of Record Can Create Operational Alpha](/insights/from-the-desk/blog/connecting-ibor-and-class-actions-how-a-single-book-of-record-can-create-operational-alpha/index.html.md): # Connecting IBOR and Class Actions: How a Single Book of Record Can Create Operational Alpha Subscribe Authored by **Malav Mehta** Head of Product - Financial…
- [Ultimus x Arch Case Study: Enhanced Efficiency and Innovation in Asset Management](/insights/from-the-desk/blog/ultimus-x-arch-case-study-enhanced-efficiency-and-innovation-in-asset-management/index.html.md): # Ultimus x Arch Case Study: Enhanced Efficiency and Innovation in Asset Management Subscribe May 7, 2026 ## **Table of Contents:** 1. Intro and Background 2.…
- [Rising Popularity of the 351 Exchange](/insights/from-the-desk/blog/rising-popularity-of-the-351-exchange/index.html.md): # Rising Popularity of the 351 Exchange Subscribe June 16, 2026 The 351 exchange continues to gain traction among asset managers as a strategic method for…
- [The Rise of 1940 Act Funds and Why Choosing the Right Service Provider is Crucial](/insights/from-the-desk/blog/the-rise-of-1940-act-funds-and-why-choosing-the-right-service-provider-is-crucial/index.html.md): # The Rise of 1940 Act Funds and Why Choosing the Right Service Provider is Crucial Subscribe June 23, 2026 Historically, alternative investment strategies such…
- [Inside the Conversations Shaping Asset Management's Next Chapter](/insights/from-the-desk/blog/inside-the-conversations-shaping-asset-managements-next-chapter/index.html.md): # Inside the Conversations Shaping Asset Management's Next Chapter Subscribe June 24, 2026 The asset management industry isn’t bracing for one wave of…
- [Bonus shares: are they really a bonus?](/insights/from-the-desk/blog/bonus-shares-are-they-really-a-bonus/index.html.md): # Bonus shares: are they really a bonus? Subscribe Authored by **Lance Christofferson** Head of Product & Strategy, Transfer Agent - Retail Alternatives **About…
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- [Launching an Interval Fund: A Clear-eyed Approach](/insights/from-the-desk/reports-and-whitepapers/launching-an-interval-fund-a-clear-eyed-approach/index.html.md): Reports and Whitepapers # Launching an Interval Fund: A Clear-eyed Approach ### Interval and tender offer funds have experienced significant growth in recent…
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- [Pricing Strategies for Retail-Oriented Interval Funds](/insights/from-the-desk/reports-and-whitepapers/pricing-strategies-for-retail-oriented-interval-funds/index.html.md): Reports and Whitepapers # Pricing Strategies for Retail-Oriented Interval Funds ### The rapid growth of retail-oriented interval funds has created both…
- [No Turning Back: The Retail Alternatives Opportunity That Is Transforming Asset Management](/insights/from-the-desk/reports-and-whitepapers/no-turning-back-the-retail-alternatives-opportunity-that-is-transforming-asset-management/index.html.md): Reports and Whitepapers # No Turning Back: The Retail Alternatives Opportunity That Is Transforming Asset Management ### Retail investors are reshaping the…
- [Executing Section 351 ETF Conversions: An Institutional Playbook](/insights/from-the-desk/reports-and-whitepapers/executing-section-351-etf-conversions-an-institutional-playbook/index.html.md): Reports and Whitepapers # Executing Section 351 ETF Conversions: An Institutional Playbook ### Section 351 conversions can provide a compelling path for…
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- [Webinar: New Cyber Threats Targeting Financial Firms](/insights/from-the-desk/multimedia/webinar-new-cyber-threats-targeting-financial-firms/index.html.md)
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- [Compliance Matters - New Derivatives Rule \(18f-4\)](/insights/from-the-desk/compliance-news/compliance-matters-new-derivatives-rule-18f-4/index.html.md): # Compliance Matters - New Derivatives Rule (18f-4) Subscribe November 30, 2020 As we approach the Thanksgiving holiday, it is time to reflect on (and give…
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- [FutureProof Festival](/insights/from-the-desk/events/futureproof-festival/index.html.md): Events # Future Proof Festival Subscribe In-person September 14, 2026 - September 17, 2026 **Huntington Beach** Huntington Beach, CA ### We're attending the…
- [IPA Vision Conference](/insights/from-the-desk/events/ipa-vision-conference/index.html.md): In-person September 15, 2026 - September 17, 2026 **Signia by Hilton Atlanta** Atlanta, GA
- [ICI Compliance, Risk, and Legal Conference](/insights/from-the-desk/events/ici-compliance-risk-and-legal-conference/index.html.md): In-person September 15, 2026 - September 17, 2026 **Renaissance Nashville** Nashville, TN
- [Rocky Mountain Fund Advisers Summit](/insights/from-the-desk/events/rocky-mountain-fund-advisers-summit/index.html.md): In-person September 17, 2026 Denver, CO
- [Windy City Fund Advisers Summit](/insights/from-the-desk/events/windy-city-fund-advisers-summit/index.html.md): In-person September 24, 2026 Chicago, IL
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- [Global ETF Insights Summit](/insights/from-the-desk/events/global-etf-insights-summit/index.html.md): In-person September 29, 2026 **The Yale Club** New York, NY
- [Catapult 2026](/insights/from-the-desk/events/catapult-2026/index.html.md): In-person September 29, 2026 - October 1, 2026 **The Joseph** Nashville, TN
- [Atlantic Coast Golf Outing](/insights/from-the-desk/events/atlantic-coast-golf-outing/index.html.md): In-person October 5, 2026 **Fiddler's Elbow Country Club** Bedminster, NJ
- [ADISA Annual Conference & Trade Show](/insights/from-the-desk/events/adisa-annual-conference-trade-show/index.html.md): In-person October 5, 2026 - October 7, 2026 **The Cosmopolitan of Las Vegas** Las Vegas, NV
- [Money Management Institute Conference](/insights/from-the-desk/events/money-management-institute-conference/index.html.md): In-person October 7, 2026 - October 9, 2026 **The Westin Boston Seaport District** Boston, MA
- [HFA Fireside Chat](/insights/from-the-desk/events/hfa-fireside-chat/index.html.md): In-person October 14, 2026 **Seward & Kissel LLP One Battery Park Plaza** NYC
- [GAIM Ops West Conference](/insights/from-the-desk/events/gaim-ops-west-conference/index.html.md): In-person October 25, 2026 - October 28, 2026 **Waldorf Astoria Monarch Beach** Monarch Beach, CA
- [100 Women in Finance New York Gala](/insights/from-the-desk/events/100-women-in-finance-new-york-gala/index.html.md): In-person November 3, 2026 **Cipriani** New York, NY
- [ACG Capital Connections Conference](/insights/from-the-desk/events/acg-capital-connections-conference/index.html.md): In-person November 3, 2026 - November 5, 2026 **The Ritz-Carlton** Jacksonville, FL
- [Alts Texas Conference](/insights/from-the-desk/events/alts-texas-conference/index.html.md): In-person November 9, 2026 - November 10, 2026 **The Ritz-Carlton** Dallas, TX
- [NICSA Asset & Wealth Management Summit](/insights/from-the-desk/events/nicsa-asset-wealth-management-summit/index.html.md): In-person November 10, 2026 - November 11, 2026 **Marriott Long Wharf** Boston, MA
- [ETF Global Fall ETP Forum](/insights/from-the-desk/events/etf-global-fall-etp-forum/index.html.md): In-person November 10, 2026 **New York Athletic Club** New York, NY
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- [Westwood: Seamless Series Trust Conversion](/insights/from-the-desk/client-stories/westwood-seamless-series-trust-conversion/index.html.md)
- [Homestead Funds: Ultimus Service Model](/insights/from-the-desk/client-stories/homestead-funds-ultimus-service-model/index.html.md)
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- [Kempner Capital Management: Smoother Operations](/insights/from-the-desk/client-stories/kempner-capital-management-smoother-operations/index.html.md)
- [Essex Investment Management: Turnkey Launch](/insights/from-the-desk/client-stories/essex-investment-management-turnkey-launch/index.html.md)
- [Johnson Investment Counsel: Client Success](/insights/from-the-desk/client-stories/johnson-investment-counsel-client-success/index.html.md)
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- [North Star Investment Management: Support for Fund Launch](/insights/from-the-desk/client-stories/north-star-investment-management-support-for-fund-launch/index.html.md)
- [Ironhorse Capital Management: Conversion Experience](/insights/from-the-desk/client-stories/ironhorse-capital-management-conversion-experience/index.html.md)
- [FAM Funds: Digital Shareholder Experience](/insights/from-the-desk/client-stories/fam-funds-digital-shareholder-experience/index.html.md)
- [Ave Maria Funds: Expanding Innovation](/insights/from-the-desk/client-stories/ave-maria-funds-expanding-innovation/index.html.md)
- [Education](/insights/education/index.html.md): ## Education ``` /insights/education/ ```
- [How to launch an ETF](/insights/education/how-to-launch-an-etf/index.html.md): Education # Launching an exchange-traded fund: Is it right for your firm? ## Table of Contents ### ETFs: The Basics ### What Will it Cost to Launch & Operate an…
- [Interval fund versus tender offer fund](/insights/education/interval-fund-versus-tender-offer-fund/index.html.md): Education # Interval fund versus tender offer funds ## Table of Contents ### What are Interval Funds? ### What Are Tender Offer Funds? ### Key Differences…
- [What is an interval fund?](/insights/education/what-is-an-interval-fund/index.html.md): Education # What is an interval fund? ## Table of Contents ### Key Features of Interval Funds ### How Do Redemptions Work? ### Advantages of Interval Funds ###…
- [What is a series trust?](/insights/education/what-is-a-series-trust/index.html.md): Education # Trust Options: Series and Standalone ## Table of Contents ### Series Trusts ### The Series Trust Structure ### Standalone Trust ### The Standalone…
- [How Do Expense Ratios Impact ETFs?](/insights/education/how-do-expense-ratios-impact-etfs/index.html.md): Education # How Do Expense Ratios Impact ETFs? ## Table of Contents ###### Components of an ETF Expense Ratio ###### How Expense Ratios Impact ETF Returns…
- [Comparing Liquidity and Flexibility: ETFs vs. Mutual Funds in Volatile Markets](/insights/education/comparing-liquidity-and-flexibility-etfs-vs-mutual-funds-in-volatile-markets/index.html.md): Education # Comparing Liquidity and Flexibility: ETFs vs. Mutual Funds in Volatile Markets ## Table of Contents ### ETFs vs. Mutual Funds in Volatile Markets…
- [Printing & EDGAR Filing](/insights/education/printing-edgar-filing/index.html.md): Strategic Solutions # Printing & EDGAR Filing Mutual funds and ETFs have a wide array of documents that need to be filed with the SEC, printed, and mailed to…
- [Strategic Benefits of Outsourcing Fund Administration](/insights/education/strategic-benefits-of-outsourcing-fund-administration/index.html.md): Education # Strategic Benefits of Outsourcing Fund Administration Making the decision to outsource Fund Administration services is one of the most important…
- [What are retail alternatives?](/insights/education/what-are-retail-alternatives/index.html.md): Education # Retail Alternatives Are Reshaping Wealth Management ## Table of Contents ### Why Advisers Are Embracing Retail Alternatives ### Product Innovation…
- [Guide to private credit funds](/insights/education/guide-to-private-credit-funds/index.html.md): Education # The Complete Guide to Private Credit Funds: Structure, Administration, and Market Opportunities ## Table of Contents ### What Are Private Credit…
- [Our Company](/our-company/index.html.md)
- [About Us](/our-company/about-us/index.html.md)
- [Our story](/our-company/about-us/our-story/index.html.md): Our Story # Optimized investment and fund solutions at scale Ultimus Fund Solutions provides essential fund administration and investment operations solutions…
- [Awards](/our-company/about-us/awards/index.html.md): Awards # Industry awards and accolades ## An award-winning partnership approach Since our founding, Ultimus has invested significantly in personnel, technology,…
- [Press and news](/our-company/about-us/press-and-news/index.html.md): # Press and News Select a topic Compliance and Regulation Technology and Innovation Data Management Distribution ETFs Fund Conversion Retail Alternative Funds…
- [Ultimus Fund Solutions Acquires FD Fund Administration](/our-company/about-us/press-and-news/ultimus-fund-solutions-acquires-fd-fund-administration/index.html.md): # Ultimus Fund Solutions Acquires FD Fund Administration Subscribe December 16, 2021 **CINCINNATI, OHIO and PHILADELPHIA, PA** – December 16, 2021 — [Ultimus…
- [Ultimus LeverPoint Procures Top Awards at Industry Ceremony, Accepting Two Prestigious Awards in One Night](/our-company/about-us/press-and-news/ultimus-leverpoint-procures-top-awards-at-industry-ceremony-accepting-two-prestigious-awards-in-one-night/index.html.md): # Ultimus LeverPoint Procures Top Awards at Industry Ceremony, Accepting Two Prestigious Awards in One Night Subscribe December 1, 2021 **December 1, 2021 |…
- [Ultimus LeverPoint Announces Rollout of uINVESTOR to Automate Private Fund Subscriptions](/our-company/about-us/press-and-news/ultimus-leverpoint-announces-rollout-of-uinvestor-to-automate-private-fund-subscriptions/index.html.md): # Ultimus LeverPoint Announces Rollout of uINVESTOR to Automate Private Fund Subscriptions Subscribe October 12, 2021 **October 12, 2021 | Enhancing alternative…
- [Ultimus LeverPoint Names Todd Werner to Senior Operations Position](/our-company/about-us/press-and-news/ultimus-leverpoint-names-todd-werner-to-senior-operations-position/index.html.md): # Ultimus LeverPoint Names Todd Werner to Senior Operations Position Subscribe September 28, 2021 **September 28, 2021 | Specialist in alternative funds ops to…
- [Ultimus LeverPoint Fund Solutions Leads Industry in 2021 Global Custodian Private Equity Fund Administration Survey](/our-company/about-us/press-and-news/ultimus-leverpoint-fund-solutions-leads-industry-in-2021-global-custodian-private-equity-fund-administration-survey/index.html.md): # Ultimus LeverPoint Fund Solutions Leads Industry in 2021 Global Custodian Private Equity Fund Administration Survey Subscribe September 15, 2021 **September…
- [Ultimus LeverPoint Provides Services for SPACs and SPAC Sponsors](/our-company/about-us/press-and-news/ultimus-leverpoint-provides-services-for-spacs-and-spac-sponsors/index.html.md): # Ultimus LeverPoint Provides Services for SPACs and SPAC Sponsors Subscribe June 22, 2021 ### June 22, 2021 | Demand for trusted and experienced partners…
- [Ultimus Appoints Frank Anduiza to Lead Sales Management Efforts for Private Fund Administration Services](/our-company/about-us/press-and-news/ultimus-appoints-frank-anduiza-to-lead-sales-management-efforts-for-private-fund-administration-services/index.html.md): # Ultimus Appoints Frank Anduiza to Lead Sales Management Efforts for Private Fund Administration Services Subscribe May 3, 2021 **Cincinnati, OHIO** – May 3,…
- [Ultimus LeverPoint Names Todd Werner to Senior Operations Position \(1\)](/our-company/about-us/press-and-news/ultimus-leverpoint-names-todd-werner-to-senior-operations-position-1/index.html.md): # Ultimus LeverPoint Names Todd Werner to Senior Operations Position Subscribe September 28, 2021 **CLIFTON PARK, NEW YORK – September 15, 2021** – [Ultimus…
- [Ultimus Names Donald Colombo as Senior Vice President of Business Development](/our-company/about-us/press-and-news/ultimus-names-donald-colombo-as-senior-vice-president-of-business-development/index.html.md): # Ultimus Names Donald Colombo as Senior Vice President of Business Development Subscribe April 7, 2022 **CINCINNATI, OHIO** – April 7, 2022 – [Ultimus Fund…
- [Mutual Fund Industry Research Frames Panel Conversation at Recent Ultimus Event](/our-company/about-us/press-and-news/mutual-fund-industry-research-frames-panel-conversation-at-recent-ultimus-event/index.html.md): # Mutual Fund Industry Research Frames Panel Conversation at Recent Ultimus Event Subscribe January 8, 2020 **CINCINNATI, OHIO – January 8, 2020** – [Ultimus…
- [Private Fund Industry Update Given at Ultimus Influencer Events](/our-company/about-us/press-and-news/private-fund-industry-update-given-at-ultimus-influencer-events/index.html.md): # Private Fund Industry Update Given at Ultimus Influencer Events Subscribe January 15, 2020 **CINCINNATI, OHIO – January 15, 2020** – [Ultimus Fund…
- [Bob Dorsey to Retire from Ultimus Fund Solutions After Successful Career in Mutual Fund Industry](/our-company/about-us/press-and-news/bob-dorsey-to-retire-from-ultimus-fund-solutions-after-successful-career-in-mutual-fund-industry/index.html.md): # Bob Dorsey to Retire from Ultimus Fund Solutions After Successful Career in Mutual Fund Industry Subscribe October 26, 2020 **CINCINNATI, OHIO – October 26,…
- [Cornerstone Capital Selects Ultimus as Fund Administrator for Access Impact Fund](/our-company/about-us/press-and-news/cornerstone-capital-selects-ultimus-as-fund-administrator-for-access-impact-fund/index.html.md): # Cornerstone Capital Selects Ultimus as Fund Administrator for Access Impact Fund Subscribe May 12, 2020 **CINCINNATI, OHIO – May 12, 2020** – [Ultimus Fund…
- [ESG Webinar Covers Operational and Product Development Strategies](/our-company/about-us/press-and-news/esg-webinar-covers-operational-and-product-development-strategies/index.html.md): # ESG Webinar Covers Operational and Product Development Strategies Subscribe May 27, 2020 **CINCINNATI, OHIO – May 27, 2020** – [Ultimus Fund…
- [Red Cedar Selects Ultimus as Fund Administrator to Launch a New Fixed Income Fund](/our-company/about-us/press-and-news/red-cedar-selects-ultimus-as-fund-administrator-to-launch-a-new-fixed-income-fund/index.html.md): # Red Cedar Selects Ultimus as Fund Administrator to Launch a New Fixed Income Fund Subscribe April 14, 2020 **CINCINNATI, OHIO – April 14, 2020** – [Ultimus…
- [Seasoned Financial Industry Professionals Join Ultimus in Key Positions](/our-company/about-us/press-and-news/seasoned-financial-industry-professionals-join-ultimus-in-key-positions/index.html.md): # Seasoned Financial Industry Professionals Join Ultimus in Key Positions Subscribe September 15, 2020 **CINCINNATI, OHIO – September 15, 2020** **** – A…
- [Segall Bryant & Hamill Converts Over $2.5Bn in AUM to Ultimus for Fund Administration](/our-company/about-us/press-and-news/segall-bryant-hamill-converts-over-25bn-in-aum-to-ultimus-for-fund-administration/index.html.md): # Segall Bryant & Hamill Converts Over $2.5Bn in AUM to Ultimus for Fund Administration Subscribe January 16, 2020 **CINCINNATI, OHIO – January 16, 2020** –…
- [Ultimus Announces Addition of uETF™ Application to uSUITE® Platform](/our-company/about-us/press-and-news/ultimus-announces-addition-of-uetf-application-to-usuite-platform/index.html.md): # Ultimus Announces Addition of uETF™ Application to uSUITE® Platform Subscribe November 17, 2020 **CINCINNATI, OHIO – November 17, 2020** – [Ultimus Fund…
- [Ultimus Appoints Ned Siegel to Join Sales Efforts for Private Fund Administration](/our-company/about-us/press-and-news/ultimus-appoints-ned-siegel-to-join-sales-efforts-for-private-fund-administration/index.html.md): # Ultimus Appoints Ned Siegel to Join Sales Efforts for Private Fund Administration Subscribe April 7, 2020 **CINCINNATI, OHIO – April 7, 2020** **–** Ultimus…
- [Ultimus, Co-Founder Dorsey Win Prestigious Year-End Awards from Global Custodian](/our-company/about-us/press-and-news/ultimus-co-founder-dorsey-win-prestigious-year-end-awards-from-global-custodian/index.html.md): # Ultimus, Co-Founder Dorsey Win Prestigious Year-End Awards from Global Custodian Subscribe January 13, 2021 **CINCINNATI, OHIO – January 13, 2021** – [Ultimus…
- [Ultimus Enhances its Fund Servicing Efficacy with uSUITE®, A Robotic Process Automation-Based Technology](/our-company/about-us/press-and-news/ultimus-enhances-its-fund-servicing-efficacy-with-usuite-a-robotic-process-automation-based-technology/index.html.md): # Ultimus Enhances its Fund Servicing Efficacy with uSUITE®, A Robotic Process Automation-Based Technology Subscribe September 22, 2020 **CINCINNATI, OHIO –…
- [Ultimus Expands Distribution Advantage Program to Include Client Forum](/our-company/about-us/press-and-news/ultimus-expands-distribution-advantage-program-to-include-client-forum/index.html.md): # Ultimus Expands Distribution Advantage Program to Include Client Forum Subscribe August 26, 2020 **CINCINNATI, OHIO – August 26, 2020** – [Ultimus Fund…
- [Ultimus Introduces uTRANSACT™ Online Shareholder & Adviser Portal](/our-company/about-us/press-and-news/ultimus-introduces-utransact-online-shareholder-adviser-portal/index.html.md): # Ultimus Introduces uTRANSACT™ Online Shareholder & Adviser Portal Subscribe October 14, 2020 **CINCINNATI, OHIO – October 14, 2020** – [Ultimus Fund…
- [Ultimus Names Chief Financial Officer](/our-company/about-us/press-and-news/ultimus-names-chief-financial-officer/index.html.md): # Ultimus Names Chief Financial Officer Subscribe July 16, 2020 **CINCINNATI, OHIO – July 16, 2020** – [Ultimus Fund…
- [Ultimus Names Kelly Ramsey Gooch to Lead Client Relationship Management for Private Fund Administration](/our-company/about-us/press-and-news/ultimus-names-kelly-ramsey-gooch-to-lead-client-relationship-management-for-private-fund-administration/index.html.md): # Ultimus Names Kelly Ramsey Gooch to Lead Client Relationship Management for Private Fund Administration Subscribe December 3, 2020 **CINCINNATI, OHIO –…
- [Ultimus Receives Highest Scores in Global Custodian’s Mutual Fund Administration Survey](/our-company/about-us/press-and-news/ultimus-receives-highest-scores-in-global-custodian-s-mutual-fund-administration-survey/index.html.md): # Ultimus Receives Highest Scores in Global Custodian’s Mutual Fund Administration Survey Subscribe July 22, 2020 **CINCINNATI, OHIO – July 21, 2020** **** –…
- [Ultimus Supports Launch of Novel Private Equity Interval Fund](/our-company/about-us/press-and-news/ultimus-supports-launch-of-novel-private-equity-interval-fund/index.html.md): # Ultimus Supports Launch of Novel Private Equity Interval Fund Subscribe October 21, 2020 **CINCINNATI, OHIO – October 20, 2020** – [Ultimus Fund…
- [Ultimus Supports Shelton Capital Management-ICON Advisers, Inc. in New Partnership](/our-company/about-us/press-and-news/ultimus-supports-shelton-capital-management-icon-advisers-inc-in-new-partnership/index.html.md): # Ultimus Supports Shelton Capital Management-ICON Advisers, Inc. in New Partnership Subscribe October 29, 2020 **CINCINNATI, OHIO – October 28, 2020** –…
- [Ultimus Captures Top Awards at Industry Ceremony, Accepting Four Awards in One Night](/our-company/about-us/press-and-news/ultimus-captures-top-awards-at-industry-ceremony-accepting-four-awards-in-one-night/index.html.md): # Ultimus Captures Top Awards at Industry Ceremony, Accepting Four Awards in One Night Subscribe December 1, 2021 **CINCINNATI, OHIO – December 1, 2021** –…
- [Ultimus Names Nicole Tichota to Senior Transfer Agent Services Position](/our-company/about-us/press-and-news/ultimus-names-nicole-tichota-to-senior-transfer-agent-services-position/index.html.md): # Ultimus Names Nicole Tichota to Senior Transfer Agent Services Position Subscribe November 3, 2021 **Cincinnati, OHIO** – November 3, 2021 – As a leading…
- [Ultimus Names Joel Lieb to Key Client Relationship Management Position](/our-company/about-us/press-and-news/ultimus-names-joel-lieb-to-key-client-relationship-management-position/index.html.md): # Ultimus Names Joel Lieb to Key Client Relationship Management Position Subscribe August 18, 2021 **CINCINNATI, OHIO – August 18, 2021** – As a leading…
- [Ultimus Fund Solutions Receives Highest Scores for 7th Consecutive Year in Global Custodian Mutual Fund Administration Survey](/our-company/about-us/press-and-news/ultimus-fund-solutions-receives-highest-scores-for-7th-consecutive-year-in-global-custodian-mutual-fund-administration-survey/index.html.md): # Ultimus Fund Solutions Receives Highest Scores for 7th Consecutive Year in Global Custodian Mutual Fund Administration Survey Subscribe July 21, 2021…
- [Ultimus Named Transfer Agent Administrator for Parnassus Investments](/our-company/about-us/press-and-news/ultimus-named-transfer-agent-administrator-for-parnassus-investments/index.html.md): # Ultimus Named Transfer Agent Administrator for Parnassus Investments Subscribe June 8, 2021 **CINCINNATI, OHIO – June 8, 2021** – [Ultimus Fund…
- [Cramer Rosenthal McGlynn, LLC Selects Ultimus as Fund Servicing Partner](/our-company/about-us/press-and-news/cramer-rosenthal-mcglynn-llc-selects-ultimus-as-fund-servicing-partner/index.html.md): # Cramer Rosenthal McGlynn, LLC Selects Ultimus as Fund Servicing Partner Subscribe January 19, 2021 **CINCINNATI, OHIO – January 19, 2021** – [Ultimus Fund…
- [Domini Impact Investments Converts to Ultimus for Transfer Agency Services](/our-company/about-us/press-and-news/domini-impact-investments-converts-to-ultimus-for-transfer-agency-services/index.html.md): # Domini Impact Investments Converts to Ultimus for Transfer Agency Services Subscribe September 29, 2021 **CINCINNATI, OHIO – September 29, 2020** – [Ultimus…
- [Susan Cosgrove Appointed to Ultimus Board of Directors](/our-company/about-us/press-and-news/susan-cosgrove-appointed-to-ultimus-board-of-directors/index.html.md): # Susan Cosgrove Appointed to Ultimus Board of Directors Subscribe March 10, 2021 **CINCINNATI, OHIO –March 10, 2021** – [Ultimus Fund…
- [Ultimus Announces New Relationship with Public Trust Advisors](/our-company/about-us/press-and-news/ultimus-announces-new-relationship-with-public-trust-advisors/index.html.md): # Ultimus Announces New Relationship with Public Trust Advisors Subscribe February 4, 2021 **CINCINNATI, OHIO – February 4, 2021** – [Ultimus Fund…
- [Ultimus CEO Gary Tenkman Elected to ICI Board of Governors](/our-company/about-us/press-and-news/ultimus-ceo-gary-tenkman-elected-to-ici-board-of-governors/index.html.md): # Ultimus CEO Gary Tenkman Elected to ICI Board of Governors Subscribe May 19, 2021 **CINCINNATI, OHIO – May 18, 2021** **** – [Ultimus Fund…
- [Ultimus Named Fund Servicing Partner for USA Mutuals](/our-company/about-us/press-and-news/ultimus-named-fund-servicing-partner-for-usa-mutuals/index.html.md): # Ultimus Named Fund Servicing Partner for USA Mutuals Subscribe March 17, 2021 **CINCINNATI, OHIO – March 17, 2021** – [Ultimus Fund…
- [Ultimus Names Joe Bree to Key Business Development Position](/our-company/about-us/press-and-news/ultimus-names-joe-bree-to-key-business-development-position/index.html.md): # Ultimus Names Joe Bree to Key Business Development Position Subscribe January 27, 2021 **CINCINNATI, OHIO – January 27, 2021** – As a leading independent…
- [Ultimus Wins Prestigious Innovation Award from Global Custodian for uCONNECT™ Technology](/our-company/about-us/press-and-news/ultimus-wins-prestigious-innovation-award-from-global-custodian-for-uconnect-technology/index.html.md): # Ultimus Wins Prestigious Innovation Award from Global Custodian for uCONNECT™ Technology Subscribe June 16, 2021 **CINCINNATI, OHIO – June 16, 2021** **** –…
- [Ultimus LeverPoint Fund Solutions Leads Industry in 2021 Global Custodian Private Equity Fund Administration Survey \(1\)](/our-company/about-us/press-and-news/ultimus-leverpoint-fund-solutions-leads-industry-in-2021-global-custodian-private-equity-fund-administration-survey-1/index.html.md): # Ultimus LeverPoint Fund Solutions Leads Industry in 2021 Global Custodian Private Equity Fund Administration Survey Subscribe September 15, 2021 **CLIFTON…
- [Ultimus LeverPoint Procures Top Awards at Industry Ceremony, Accepting Two Prestigious Awards in One Night \(1\)](/our-company/about-us/press-and-news/ultimus-leverpoint-procures-top-awards-at-industry-ceremony-accepting-two-prestigious-awards-in-one-night-1/index.html.md): # Ultimus LeverPoint Procures Top Awards at Industry Ceremony, Accepting Two Prestigious Awards in One Night Subscribe December 1, 2021 **CLIFTON PARK, NEW YORK…
- [Ultimus LeverPoint Announces Rollout of uINVESTOR™ to Automate Private Fund Subscriptions \(1\)](/our-company/about-us/press-and-news/ultimus-leverpoint-announces-rollout-of-uinvestor-to-automate-private-fund-subscriptions-1/index.html.md): # Ultimus LeverPoint Announces Rollout of uINVESTOR™ to Automate Private Fund Subscriptions Subscribe October 12, 2021 **CLIFTON PARK, NEW YORK – October 12,…
- [Ultimus LeverPoint Provides Services for SPACs and SPAC Sponsors \(1\)](/our-company/about-us/press-and-news/ultimus-leverpoint-provides-services-for-spacs-and-spac-sponsors-1/index.html.md): # Ultimus LeverPoint Provides Services for SPACs and SPAC Sponsors Subscribe June 22, 2021 **CLIFTON PARK, NEW YORK – June 22, 2021** – As SPACs (Special…
- [Ultimus Fund Solutions Acquires FD Fund Administration \(1\)](/our-company/about-us/press-and-news/ultimus-fund-solutions-acquires-fd-fund-administration-1/index.html.md): # Ultimus Fund Solutions Acquires FD Fund Administration Subscribe December 16, 2021 **CINCINNATI, OHIO and PHILADELPHIA, PA** **** – December 16, 2021 —…
- [Ultimus Supports Growing Number of Interval and Tender Fund Launches](/our-company/about-us/press-and-news/ultimus-supports-growing-number-of-interval-and-tender-fund-launches/index.html.md): # Ultimus Supports Growing Number of Interval and Tender Fund Launches Subscribe December 7, 2021 **CINCINNATI, OHIO – December 7, 2021 –Ultimus Fund…
- [Ultimus Selected as Transfer Agent Partner for Homestead Funds](/our-company/about-us/press-and-news/ultimus-selected-as-transfer-agent-partner-for-homestead-funds/index.html.md): # Ultimus Selected as Transfer Agent Partner for Homestead Funds Subscribe February 22, 2022 **CINCINNATI, OHIO – February 22, 2022** – As a leading independent…
- [Ultimus Appoints Paul Wahmann to Lead Middle Office Services & Solutions](/our-company/about-us/press-and-news/ultimus-appoints-paul-wahmann-to-lead-middle-office-services-solutions/index.html.md): # Ultimus Appoints Paul Wahmann to Lead Middle Office Services & Solutions Subscribe March 17, 2022 **CINCINNATI, OHIO – March 17, 2022** – [Ultimus Fund…
- [Ultimus Gains New Interval and Tender Fund Clients](/our-company/about-us/press-and-news/ultimus-gains-new-interval-and-tender-fund-clients/index.html.md): # Ultimus Gains New Interval and Tender Fund Clients Subscribe April 20, 2022 **CINCINNATI, OHIO – April 20, 2022** – As a leading independent provider of…
- [Ultimus Partners with FundGuard to Provide a Technology-Driven NAV Contingency Solution](/our-company/about-us/press-and-news/ultimus-partners-with-fundguard-to-provide-a-technology-driven-nav-contingency-solution/index.html.md): # Ultimus Partners with FundGuard to Provide a Technology-Driven NAV Contingency Solution Subscribe April 26, 2022 **NEW YORK, CINCINNATI, APRIL 26, 2022:**…
- [Ultimus Welcomes Sean McLean as SVP, Retail Alternative Fund Services Amid Growth Surge](/our-company/about-us/press-and-news/ultimus-welcomes-sean-mclean-as-svp-retail-alternative-fund-services-amid-growth-surge/index.html.md): # Ultimus Welcomes Sean McLean as SVP, Retail Alternative Fund Services Amid Growth Surge Subscribe June 9, 2022 **CINCINNATI, OHIO** – June 9, 2022 – [Ultimus…
- [Ultimus LeverPoint Appoints Joe Scott to Senior Vice President Position](/our-company/about-us/press-and-news/ultimus-leverpoint-appoints-joe-scott-to-senior-vice-president-position/index.html.md): # Ultimus LeverPoint Appoints Joe Scott to Senior Vice President Position Subscribe June 22, 2022 **CLIFTON PARK, NEW YORK** – June 22, 2022 – [Ultimus…
- [Ultimus Unveils uANALYZE™ as Part of Its Middle and Back Office Solutions](/our-company/about-us/press-and-news/ultimus-unveils-uanalyze-as-part-of-its-middle-and-back-office-solutions/index.html.md): # Ultimus Unveils uANALYZE™ as Part of Its Middle and Back Office Solutions Subscribe June 29, 2022 **CINCINNATI, OHIO** – June 29, 2022 – [Ultimus Fund…
- [Ultimus’ Darsch Selected to Serve on Prestigious IPA Rising Leaders Council](/our-company/about-us/press-and-news/ultimus-darsch-selected-to-serve-on-prestigious-ipa-rising-leaders-council/index.html.md): # Ultimus’ Darsch Selected to Serve on Prestigious IPA Rising Leaders Council Subscribe July 13, 2022 Cincinnati, OH – July 13, 2022 - Ultimus Fund Solutions…
- [Ultimus LeverPoint Expands Relationship Management Team with Additional SVP Hires](/our-company/about-us/press-and-news/ultimus-leverpoint-expands-relationship-management-team-with-additional-svp-hires/index.html.md): # Ultimus LeverPoint Expands Relationship Management Team with Additional SVP Hires Subscribe July 12, 2022 CLIFTON PARK, NEW YORK – July 12, 2022 – [Ultimus…
- [Ultimus Receives Unprecedented Independent Survey Results](/our-company/about-us/press-and-news/ultimus-receives-unprecedented-independent-survey-results/index.html.md): # Ultimus Receives Unprecedented Independent Survey Results Subscribe July 19, 2022 **CINCINNATI, OHIO** – July 19, 2022 – [Ultimus Fund…
- [Ultimus LeverPoint Announces Partnership with New York Alternative Investment Roundtable](/our-company/about-us/press-and-news/ultimus-leverpoint-announces-partnership-with-new-york-alternative-investment-roundtable/index.html.md): # Ultimus LeverPoint Announces Partnership with New York Alternative Investment Roundtable Subscribe July 29, 2022 **Clifton Park, New York - July 29, 2022 –**…
- [Ultimus Welcomes Senior Fund Executive Shannon Thibeaux-Burgess](/our-company/about-us/press-and-news/ultimus-welcomes-senior-fund-executive-shannon-thibeaux-burgess/index.html.md): # Ultimus Welcomes Senior Fund Executive Shannon Thibeaux-Burgess Subscribe August 25, 2022 **CINCINNATI, OHIO** – August 25, 2022 [Ultimus Fund…
- [Ultimus Completes Cloud Strategy with Transfer Agent Migration to Azure](/our-company/about-us/press-and-news/ultimus-completes-cloud-strategy-with-transfer-agent-migration-to-azure/index.html.md): # Ultimus Completes Cloud Strategy with Transfer Agent Migration to Azure Subscribe October 11, 2022 **CINCINNATI, OHIO** – October 11, 2022 [Ultimus Fund…
- [Ultimus LeverPoint Fund Solutions Achieves Near Perfect Score in 2022 Global Custodian Private Equity Fund Administration Survey](/our-company/about-us/press-and-news/ultimus-leverpoint-fund-solutions-achieves-near-perfect-score-in-2022-global-custodian-private-equity-fund-administration-survey/index.html.md): # Ultimus LeverPoint Fund Solutions Achieves Near Perfect Score in 2022 Global Custodian Private Equity Fund Administration Survey Subscribe October 12, 2022…
- [Ultimus Welcomes Gail Zess and Catherine Pfeifer to Pivotal Leadership Roles](/our-company/about-us/press-and-news/ultimus-welcomes-gail-zess-and-catherine-pfeifer-to-pivotal-leadership-roles/index.html.md): # Ultimus Welcomes Gail Zess and Catherine Pfeifer to Pivotal Leadership Roles Subscribe October 18, 2022 CINCINNATI, OH – October 18, 2022 [Ultimus Fund…
- [Ultimus LeverPoint Appoints Scott Trimble to Business Development Team](/our-company/about-us/press-and-news/ultimus-leverpoint-appoints-scott-trimble-to-business-development-team/index.html.md): # Ultimus LeverPoint Appoints Scott Trimble to Business Development Team Subscribe October 24, 2022 CLIFTON PARK, NEW YORK – October 24, 2022 – [Ultimus…
- [Ultimus Selected as New Transfer Agent to Weitz Funds](/our-company/about-us/press-and-news/ultimus-selected-as-new-transfer-agent-to-weitz-funds/index.html.md): # Ultimus Selected as New Transfer Agent to Weitz Funds Subscribe December 6, 2022 CINCINNATI, OH – December 6, 2022 [Ultimus Fund…
- [Ultimus Scoops Up Numerous Top Awards at Industry Ceremony,  Accepting Six Awards in One Evening](/our-company/about-us/press-and-news/ultimus-scoops-up-numerous-top-awards-at-industry-ceremony-accepting-six-awards-in-one-evening/index.html.md): # Ultimus Scoops Up Numerous Top Awards at Industry Ceremony, Accepting Six Awards in One Evening Subscribe December 8, 2022 **CINCINNATI, OHIO – December 8,…
- [Ultimus Continues To Advance Its Technology with Data Strategy](/our-company/about-us/press-and-news/ultimus-continues-to-advance-its-technology-with-data-strategy/index.html.md): # Ultimus Continues To Advance Its Technology with Data Strategy Subscribe January 26, 2023 **CINCINNATI, OHIO** – January 24, 2022 [Ultimus Fund…
- [Ultimus Names Former SEI Exec James Cass as President of Ultimus LeverPoint Private Fund Solutions](/our-company/about-us/press-and-news/ultimus-names-former-sei-exec-james-cass-as-president-of-ultimus-leverpoint-private-fund-solutions/index.html.md): # Ultimus Names Former SEI Exec James Cass as President of Ultimus LeverPoint Private Fund Solutions Subscribe February 1, 2023 **Cincinnati, OHIO and Clifton…
- [James Investment Research Selects Ultimus as Fund Administrator in Fund Conversion](/our-company/about-us/press-and-news/james-investment-research-selects-ultimus-as-fund-administrator-in-fund-conversion/index.html.md): # James Investment Research Selects Ultimus as Fund Administrator in Fund Conversion Subscribe February 28, 2023 **CINCINNATI, OHIO** – February 28, 2023 -…
- [Ultimus Experiences Record Fund Conversion Activity](/our-company/about-us/press-and-news/ultimus-experiences-record-fund-conversion-activity/index.html.md): # Ultimus Experiences Record Fund Conversion Activity Subscribe March 7, 2023 **CINCINNATI, OHIO** – March 7, 2023 - [Ultimus Fund…
- [Ultimus Assists in Tender Offer Fund Launch for Hamilton Capital](/our-company/about-us/press-and-news/ultimus-assists-in-tender-offer-fund-launch-for-hamilton-capital/index.html.md): # Ultimus Assists in Tender Offer Fund Launch for Hamilton Capital Subscribe March 28, 2023 **CINCINNATI, OHIO** – March 28, 2023 - [Ultimus Fund…
- [Flat Rock Global Selects Ultimus to Assist in Latest Interval Fund Launch](/our-company/about-us/press-and-news/flat-rock-global-selects-ultimus-to-assist-in-latest-interval-fund-launch/index.html.md): # Flat Rock Global Selects Ultimus to Assist in Latest Interval Fund Launch Subscribe April 19, 2023 **CINCINNATI, OHIO** – April 19, 2023 [Ultimus Fund…
- [Ultimus Assists in Launch of Nomura’s  Inaugural Credit Interval Fund](/our-company/about-us/press-and-news/ultimus-assists-in-launch-of-nomura-s-inaugural-credit-interval-fund/index.html.md): # Ultimus Assists in Launch of Nomura’s Inaugural Credit Interval Fund Subscribe May 18, 2023 **CINCINNATI, OHIO** – May 18, 2023 [Ultimus Fund…
- [Ninth Consecutive Year Ultimus Earns Highest Score](/our-company/about-us/press-and-news/ninth-consecutive-year-ultimus-earns-highest-score/index.html.md): # Ninth Consecutive Year Ultimus Earns Highest Score Subscribe July 25, 2023 **CINCINNATI, OHIO – July 25, 2023** – [Ultimus Fund…
- [Ultimus Welcomes Steve Scaringe as Senior Vice President, Business Development](/our-company/about-us/press-and-news/ultimus-welcomes-steve-scaringe-as-senior-vice-president-business-development/index.html.md): # Ultimus Welcomes Steve Scaringe as Senior Vice President, Business Development Subscribe August 29, 2023 **CINCINNATI, OHIO** – August 29, 2023 [Ultimus Fund…
- [Ultimus Becomes New Administrator for North Square Investments](/our-company/about-us/press-and-news/ultimus-becomes-new-administrator-for-north-square-investments/index.html.md): # Ultimus Becomes New Administrator for North Square Investments Subscribe September 12, 2023 **CINCINNATI, OHIO** – September 12, 2023 [Ultimus Fund…
- [Ultimus Continues its Focus on Client-Facing Technology with Expansion of uCONNECT®](/our-company/about-us/press-and-news/ultimus-continues-its-focus-on-client-facing-technology-with-expansion-of-uconnect/index.html.md): # Ultimus Continues its Focus on Client-Facing Technology with Expansion of uCONNECT® Subscribe September 26, 2023 **CLIFTON PARK, NY** – September 26, 2023…
- [Ultimus’ Darsch Selected as 2023 IPA Outstanding Service Award Recipient](/our-company/about-us/press-and-news/ultimus-darsch-selected-as-2023-ipa-outstanding-service-award-recipient/index.html.md): # Ultimus’ Darsch Selected as 2023 IPA Outstanding Service Award Recipient Subscribe October 4, 2023 **CINCINNATI, OH** – October 4, 2023 – Ultimus Fund…
- [Ultimus LeverPoint Acclaimed in 2023 Global Custodian Survey](/our-company/about-us/press-and-news/ultimus-leverpoint-acclaimed-in-2023-global-custodian-survey/index.html.md): # Ultimus LeverPoint Acclaimed in 2023 Global Custodian Survey Subscribe October 5, 2023 **CLIFTON PARK, NY** – October 5, 2023 [Ultimus LeverPoint Private Fund…
- [Fuller & Thaler Continues to Expand with Launch of New Behavioral Mid-Cap Equity Fund](/our-company/about-us/press-and-news/fuller-thaler-continues-to-expand-with-launch-of-new-behavioral-mid-cap-equity-fund/index.html.md): # Fuller & Thaler Continues to Expand with Launch of New Behavioral Mid-Cap Equity Fund Subscribe November 28, 2023 **CINCINNATI, OHIO** – November 28, 2023…
- [Ultimus Collects Prestigious Awards at Industry Ceremony](/our-company/about-us/press-and-news/ultimus-collects-prestigious-awards-at-industry-ceremony/index.html.md): # Ultimus Collects Prestigious Awards at Industry Ceremony Subscribe December 5, 2023 **CINCINNATI, OHIO** – December 5, 2023 – [Ultimus Fund…
- [Ultimus LeverPoint Seizes Top Award at Industry Ceremony](/our-company/about-us/press-and-news/ultimus-leverpoint-seizes-top-award-at-industry-ceremony/index.html.md): # Ultimus LeverPoint Seizes Top Award at Industry Ceremony Subscribe December 5, 2023 CLIFTON PARK, NY – December 5, 2023 Ultimus LeverPoint Private Fund…
- [Hodges Capital Selects Ultimus as Fund Administrator for Series of Mutual Funds](/our-company/about-us/press-and-news/hodges-capital-selects-ultimus-as-fund-administrator-for-series-of-mutual-funds/index.html.md): # Hodges Capital Selects Ultimus as Fund Administrator for Series of Mutual Funds Subscribe December 7, 2023 **CINCINNATI, OHIO –** December 7, 2023 [Ultimus…
- [Grandeur Peak Selects Ultimus as Enterprise Service Partner](/our-company/about-us/press-and-news/grandeur-peak-selects-ultimus-as-enterprise-service-partner/index.html.md): # Grandeur Peak Selects Ultimus as Enterprise Service Partner Subscribe January 9, 2024 **CINCINNATI, OHIO** – January 9, 2024 [Ultimus Fund…
- [Ultimus Experiences Firm-Wide Growth, Boosting AUA over $500B](/our-company/about-us/press-and-news/ultimus-experiences-firm-wide-growth-boosting-aua-over-500b/index.html.md): # Ultimus Experiences Firm-Wide Growth, Boosting AUA over $500B Subscribe January 16, 2024 **CINCINNATI, OHIO** – January 16, 2024 The Ultimus Group (Ultimus®),…
- [Meketa Capital Launches Infrastructure Interval Fund with Assistance from Ultimus](/our-company/about-us/press-and-news/meketa-capital-launches-infrastructure-interval-fund-with-assistance-from-ultimus/index.html.md): # Meketa Capital Launches Infrastructure Interval Fund with Assistance from Ultimus Subscribe March 5, 2024 **CINCINNATI, OHIO** – March 5, 2024 [Ultimus Fund…
- [Ultimus Partners with PennHaven Brokerage Partners to Provide Outsourced Trading Services with its Middle Office Solutions](/our-company/about-us/press-and-news/ultimus-partners-with-pennhaven-brokerage-partners-to-provide-outsourced-trading-services-with-its-middle-office-solutions/index.html.md): # Ultimus Partners with PennHaven Brokerage Partners to Provide Outsourced Trading Services with its Middle Office Solutions Subscribe April 2, 2024…
- [Ultimus LeverPoint Announces New Partnership with WCM Investment Management](/our-company/about-us/press-and-news/ultimus-leverpoint-announces-new-partnership-with-wcm-investment-management/index.html.md): # Ultimus LeverPoint Announces New Partnership with WCM Investment Management Subscribe April 9, 2024 **CLIFTON PARK, NY** – April 9, 2024 [Ultimus LeverPoint…
- [Ultimus Supports Launch of CAZ Strategic Opportunities Fund](/our-company/about-us/press-and-news/ultimus-supports-launch-of-caz-strategic-opportunities-fund/index.html.md): # Ultimus Supports Launch of CAZ Strategic Opportunities Fund Subscribe May 14, 2024 **CINCINNATI, OHIO** – May 14, 2024 [Ultimus Fund…
- [Ultimus Announces Registered Alternatives Gateway Platform](/our-company/about-us/press-and-news/ultimus-announces-registered-alternatives-gateway-platform/index.html.md): # Ultimus Announces Registered Alternatives Gateway Platform Subscribe July 23, 2024 **CINCINNATI, OHIO** – July 23, 2024 [Ultimus Fund…
- [Ultimus and Cascata Join Forces to Transform Waterfall Calculations with uWATERFALL™](/our-company/about-us/press-and-news/ultimus-and-cascata-join-forces-to-transform-waterfall-calculations-with-uwaterfall/index.html.md): # Ultimus and Cascata Join Forces to Transform Waterfall Calculations with uWATERFALL™ Subscribe September 11, 2024 CLIFTON PARK, NEW YORK – September 11, 2024…
- [Ultimus LeverPoint Announces Strategic Partnership with Arch to Revolutionize Private Markets Data Management and Portfolio Monitoring](/our-company/about-us/press-and-news/ultimus-leverpoint-announces-strategic-partnership-with-arch-to-revolutionize-private-markets-data-management-and-portfolio-monitoring/index.html.md): # Ultimus LeverPoint Announces Strategic Partnership with Arch to Revolutionize Private Markets Data Management and Portfolio Monitoring Subscribe September 18,…
- [Ultimus LeverPoint Earns Prestigious Nominations Following Stellar Survey Results](/our-company/about-us/press-and-news/ultimus-leverpoint-earns-prestigious-nominations-following-stellar-survey-results/index.html.md): # Ultimus LeverPoint Earns Prestigious Nominations Following Stellar Survey Results Subscribe September 24, 2024 CLIFTON PARK, NEW YORK – September 24, 2024 –…
- [Southeastern Asset Management Selects Ultimus’ Enterprise-Wide Operations Solution](/our-company/about-us/press-and-news/southeastern-asset-management-selects-ultimus-enterprise-wide-operations-solution/index.html.md): # Southeastern Asset Management Selects Ultimus’ Enterprise-Wide Operations Solution Subscribe October 28, 2024 **CINCINNATI, OHIO** – October 28, 2024 [Ultimus…
- [Johnson Investment Counsel Selects Ultimus Fund Distributors to Support Growth Strategy](/our-company/about-us/press-and-news/johnson-investment-counsel-selects-ultimus-fund-distributors-to-support-growth-strategy/index.html.md): # Johnson Investment Counsel Selects Ultimus Fund Distributors to Support Growth Strategy Subscribe October 31, 2024 **CINCINNATI, OHIO** – October 31, 2024…
- [Ultimus Expands Management Team in Alignment  with Consistent Growth](/our-company/about-us/press-and-news/ultimus-expands-management-team-in-alignment-with-consistent-growth/index.html.md): # Ultimus Expands Management Team in Alignment with Consistent Growth Subscribe November 18, 2024 **CINCINNATI, OHIO** – November 18 , 2024 [Ultimus Fund…
- [Ultimus Fund Solutions Assists New Age Alpha Through Mutual Fund Acquisition and Ensuing Conversion](/our-company/about-us/press-and-news/ultimus-fund-solutions-assists-new-age-alpha-through-mutual-fund-acquisition-and-ensuing-conversion/index.html.md): # Ultimus Fund Solutions Assists New Age Alpha Through Mutual Fund Acquisition and Ensuing Conversion Subscribe April 8, 2025 **CINCINNATI, OHIO** – April 8,…
- [Stone Point Capital Joins GTCR as an Investor in Ultimus Fund Solutions](/our-company/about-us/press-and-news/stone-point-capital-joins-gtcr-as-an-investor-in-ultimus-fund-solutions/index.html.md): # Stone Point Capital Joins GTCR as an Investor in Ultimus Fund Solutions Subscribe April 23, 2025 CHICAGO and GREENWICH, Conn., April 23, 2025 -- GTCR and…
- [Teresa Connors Joins Ultimus as Executive Vice President, Fund Services](/our-company/about-us/press-and-news/teresa-connors-joins-ultimus-as-executive-vice-president-fund-services/index.html.md): # Teresa Connors Joins Ultimus as Executive Vice President, Fund Services Subscribe April 30, 2025 **Cincinnati, OH** – April 30, 2025 – Ultimus Fund…
- [Ultimus Enhances Comprehensive Private Credit Fund Administration to Support Investment Managers](/our-company/about-us/press-and-news/ultimus-enhances-comprehensive-private-credit-fund-administration-to-support-investment-managers/index.html.md): # Ultimus Enhances Comprehensive Private Credit Fund Administration to Support Investment Managers Subscribe May 6, 2025 **Cincinnati, Ohio** –May 6, 2025…
- [OneAscent Collaborates with Ultimus Fund Solutions to Launch Inaugural Interval Fund](/our-company/about-us/press-and-news/oneascent-collaborates-with-ultimus-fund-solutions-to-launch-inaugural-interval-fund/index.html.md): # OneAscent Collaborates with Ultimus Fund Solutions to Launch Inaugural Interval Fund Subscribe June 10, 2025 **CINCINNATI, OHIO** – June 10, 2025 [Ultimus…
- [Ultimus Fund Solutions Achieves Top Scores in 2025 Global Custodian ETF Administration Survey](/our-company/about-us/press-and-news/ultimus-fund-solutions-achieves-top-scores-in-2025-global-custodian-etf-administration-survey/index.html.md): # Ultimus Fund Solutions Achieves Top Scores in 2025 Global Custodian ETF Administration Survey Subscribe July 9, 2025 **CINCINNATI, OHIO** – July 9, 2025…
- [GTCR and Stone Point Capital Complete Acquisition of Ultimus Fund Solutions](/our-company/about-us/press-and-news/gtcr-and-stone-point-capital-complete-acquisition-of-ultimus-fund-solutions/index.html.md): # GTCR and Stone Point Capital Complete Acquisition of Ultimus Fund Solutions Subscribe July 15, 2025 **CHICAGO, IL and GREENWICH, CT, July 15, 2025 –** GTCR…
- [Financial Recovery Technologies Partners with Ultimus Fund Solutions to Provide Clients with Comprehensive Class Action Recovery Program](/our-company/about-us/press-and-news/financial-recovery-technologies-partners-with-ultimus-fund-solutions-to-provide-clients-with-comprehensive-class-action-recovery-program/index.html.md): # Financial Recovery Technologies Partners with Ultimus Fund Solutions to Provide Clients with Comprehensive Class Action Recovery Program Subscribe July 15,…
- [Ultimus Names Nicholas Ablahani to Lead Growing Retail Alternatives Business](/our-company/about-us/press-and-news/ultimus-names-nicholas-ablahani-to-lead-growing-retail-alternatives-business/index.html.md): # Ultimus Names Nicholas Ablahani to Lead Growing Retail Alternatives Business Subscribe July 16, 2025 **CINCINNATI, OH** – July 16, 2025 — Ultimus Fund…
- [Ultimus Fund Solutions Enhances Client Services and Data Accuracy with Expanded Xceptor Partnership](/our-company/about-us/press-and-news/ultimus-fund-solutions-enhances-client-services-and-data-accuracy-with-expanded-xceptor-partnership/index.html.md): # Ultimus Fund Solutions Enhances Client Services and Data Accuracy with Expanded Xceptor Partnership Subscribe August 12, 2025 **NEW YORK, NY; August 12,…
- [Ultimus Fund Solutions Strengthens Leadership Team](/our-company/about-us/press-and-news/ultimus-fund-solutions-strengthens-leadership-team/index.html.md): # Ultimus Fund Solutions Strengthens Leadership Team Subscribe September 9, 2025 **Cincinnati, OH – September 9, 2025** – Ultimus Fund Solutions® (“Ultimus” or…
- [Ultimus Achieves Outstanding Results in 2025 Global Custodian Survey with Excellent Scores from Clients](/our-company/about-us/press-and-news/ultimus-achieves-outstanding-results-in-2025-global-custodian-survey-with-excellent-scores-from-clients/index.html.md): # Ultimus Achieves Outstanding Results in 2025 Global Custodian Survey with Excellent Scores from Clients Subscribe September 24, 2025 **CINCINNATI, OH –…
- [Ultimus Co-Founder Mark Seger Retires After 30 Years of Distinguished Industry Service](/our-company/about-us/press-and-news/ultimus-co-founder-mark-seger-retires-after-30-years-of-distinguished-industry-service/index.html.md): # Ultimus Co-Founder Mark Seger Retires After 30 Years of Distinguished Industry Service Subscribe September 30, 2025 **CINCINNATI, OH – September 30, 2025 –**…
- [Ultimus Fund Solutions' Nick Darsch Elected to Institute for Portfolio Alternatives \(IPA\) Board](/our-company/about-us/press-and-news/ultimus-fund-solutions-nick-darsch-elected-to-institute-for-portfolio-alternatives-ipa-board/index.html.md): # Ultimus Fund Solutions' Nick Darsch Elected to Institute for Portfolio Alternatives (IPA) Board Subscribe October 14, 2025 **CINCINNATI, OH,** October 14,…
- [Ultimus Vice Chairman Jim Cass Appointed to Financial Scholars Philadelphia Advisory Board](/our-company/about-us/press-and-news/ultimus-vice-chairman-jim-cass-appointed-to-financial-scholars-philadelphia-advisory-board/index.html.md): # Ultimus Vice Chairman Jim Cass Appointed to Financial Scholars Philadelphia Advisory Board Subscribe November 4, 2025 **Cincinnati, OH – November 4, 2025** –…
- [Ultimus Appoints Chief Operating Officer in Private Fund Solutions](/our-company/about-us/press-and-news/ultimus-appoints-chief-operating-officer-in-private-fund-solutions/index.html.md): # Ultimus Appoints Chief Operating Officer in Private Fund Solutions Subscribe December 4, 2025 **Cincinnati, OH** – December 04, 2025 – Ultimus Fund Solutions®…
- [Ultimus Fund Solutions Names Stephen Wood as Chief Financial Officer](/our-company/about-us/press-and-news/ultimus-fund-solutions-names-stephen-wood-as-chief-financial-officer/index.html.md): # Ultimus Fund Solutions Names Stephen Wood as Chief Financial Officer Subscribe December 9, 2025 **Cincinnati, OH - December 09, 2025** – Ultimus Fund…
- [Ultimus Assists with Successful Fund Conversions for SCS Financial](/our-company/about-us/press-and-news/ultimus-assists-with-successful-fund-conversions-for-scs-financial/index.html.md): # Ultimus Assists with Successful Fund Conversions for SCS Financial Subscribe December 10, 2025 **Cincinnati, OH – December 10, 2025 –** Ultimus Fund…
- [FINTRX & Ultimus Fund Solutions Announce Partnership](/our-company/about-us/press-and-news/fintrx-ultimus-fund-solutions-announce-partnership/index.html.md): # FINTRX & Ultimus Fund Solutions Announce Partnership Subscribe December 15, 2025 **Boston, MA –** December 15, 2025 – FINTRX, the AI-powered private wealth…
- [Ultimus Expands Coverage Teams to Support Continued Growth](/our-company/about-us/press-and-news/ultimus-expands-coverage-teams-to-support-continued-growth/index.html.md): # Ultimus Expands Coverage Teams to Support Continued Growth Subscribe January 20, 2026 **Cincinnati, OH** – **January 20, 2026** – Ultimus Fund Solutions®…
- [WTax and Ultimus Partner to Deliver Global Withholding Tax Relief to US Investors](/our-company/about-us/press-and-news/wtax-and-ultimus-partner-to-deliver-global-withholding-tax-relief-to-us-investors/index.html.md): # WTax and Ultimus Partner to Deliver Global Withholding Tax Relief to US Investors Subscribe January 14, 2026 **January 14, 2026** – WTax, the leading provider…
- [Data Management Solution Award Goes to Ultimus’ uSUITE Platform](/our-company/about-us/press-and-news/data-management-solution-award-goes-to-ultimus-usuite-platform/index.html.md): # Data Management Solution Award Goes to Ultimus’ uSUITE Platform Subscribe March 2, 2026 **Cincinnati, OH – March 2, 2026 –** Ultimus Fund Solutions®…
- [Ultimus Supports the Launch of Sardis Group’s Structured Credit Investing Platform](/our-company/about-us/press-and-news/ultimus-supports-the-launch-of-sardis-group-s-structured-credit-investing-platform/index.html.md): # Ultimus Supports the Launch of Sardis Group’s Structured Credit Investing Platform Subscribe March 11, 2026 **Cincinnati, OH – March 11, 2026 –** Ultimus Fund…
- [Schafer Cullen Capital Management Expands Partnership with Ultimus Fund Solutions](/our-company/about-us/press-and-news/schafer-cullen-capital-management-expands-partnership-with-ultimus-fund-solutions/index.html.md): # Schafer Cullen Capital Management Expands Partnership with Ultimus Fund Solutions Subscribe April 15, 2026 **Cincinnati, OH – April 15, 2026 –** Ultimus Fund…
- [Ultimus Fund Solutions Strengthens Board with Appointment of Lou Maiuri](/our-company/about-us/press-and-news/ultimus-fund-solutions-strengthens-board-with-appointment-of-lou-maiuri/index.html.md): # Ultimus Fund Solutions Strengthens Board with Appointment of Lou Maiuri Subscribe April 28, 2026 **Cincinnati, OH – April 28, 2026** – Ultimus Fund Solutions®…
- [Ultimus and iCapital Collaborate to Deploy DLT Platform](/our-company/about-us/press-and-news/ultimus-and-icapital-collaborate-to-deploy-dlt-platform/index.html.md): # Ultimus and iCapital® Collaborate to Deploy DLT Platform Subscribe May 14, 2026 **Cincinnati, OH – May 14, 2026** – Ultimus Fund Solutions^®^ (Ultimus^®^), a…
- [Ultimus Fund Solutions Appoints Terri Fiedler to Board of Directors](/our-company/about-us/press-and-news/ultimus-fund-solutions-appoints-terri-fiedler-to-board-of-directors/index.html.md): # Ultimus Fund Solutions Appoints Terri Fiedler to Board of Directors Subscribe May 19, 2026 **Cincinnati, OH – May 19, 2026 –** Ultimus Fund Solutions®…
- [Donoghue Forlines Launches DF Tactical 30 ETF \(DFTT\), Expanding Decade-Long Partnership with Ultimus](/our-company/about-us/press-and-news/donoghue-forlines-launches-df-tactical-30-etf-dftt-expanding-decade-long-partnership-with-ultimus/index.html.md): # Donoghue Forlines Launches DF Tactical 30 ETF (DFTT), Expanding Decade-Long Partnership with Ultimus Subscribe June 2, 2026 **Cincinnati, OH – June 2, 2026**…
- [Ultimus Launches Updated Brand to Reflect Expanded Platform](/our-company/about-us/press-and-news/ultimus-launches-updated-brand-to-reflect-expanded-platform/index.html.md): # Ultimus Launches Updated Brand to Reflect Expanded Platform Subscribe July 28, 2026 ### Updates reflect continued growth and investment in integration across…
- [Ultimus Fund Solutions Names Danielle Adamson Chief Client Officer](/our-company/about-us/press-and-news/ultimus-fund-solutions-names-danielle-adamson-chief-client-officer/index.html.md): # Ultimus Fund Solutions Names Danielle Adamson Chief Client Officer Subscribe July 30, 2026 ### New enterprise role strengthens client experience across public…
- [Ultimus Expands Enterprise Relationship with Weitz Investment Management](/our-company/about-us/press-and-news/ultimus-expands-enterprise-relationship-with-weitz-investment-management/index.html.md): # Ultimus Expands Enterprise Relationship with Weitz Investment Management Subscribe August 4, 2026 **Cincinnati, OH — August 4, 2026 —** Ultimus Fund…
- [Ultimus Earns Highest Client Service Score in 2026 Global Custodian ETF Administration Survey](/our-company/about-us/press-and-news/ultimus-earns-highest-client-service-score-in-2026-global-custodian-etf-administration-survey/index.html.md): # Ultimus Earns Highest Client Service Score in 2026 Global Custodian ETF Administration Survey Subscribe August 6, 2026 ### Multi-year results highlight…
- [PennantPark Joins with Ultimus to Launch Strategic New Interval Fund](/our-company/about-us/press-and-news/pennantpark-joins-with-ultimus-to-launch-strategic-new-interval-fund/index.html.md): # PennantPark Joins with Ultimus to Launch Strategic New Interval Fund Subscribe August 11, 2026 **Cincinnati, OH — August 11, 2026 —** Ultimus Fund Solutions®…
- [Ultimus earns highest overall provider score in Global Custodian's 2026 Private Equity Fund Administration Survey](/our-company/about-us/press-and-news/ultimus-earns-highest-overall-provider-score-in-global-custodians-2026-private-equity-fund-administration-survey/index.html.md): # Ultimus earns highest overall provider score in Global Custodian's 2026 Private Equity Fund Administration Survey Subscribe October 6, 2026 ### Ultimus scores…
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- [Danielle Adamson](/authors/danielle-adamson/index.html.md)
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- [Kelly Ramsey Gooch](/authors/kelly-ramsey-gooch/index.html.md): About Kelly Ramsey Gooch Kelly Ramsey Gooch serves as Executive Vice President, Head of Implementation for the Private Fund Solutions group at Ultimus, leading…
- [David James](/authors/david-james/index.html.md)
- [Ian Martin](/authors/ian-martin/index.html.md)
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- [Kevin Wolf](/authors/kevin-wolf/index.html.md)
- [Nickolaus Darsch](/authors/nickolaus-darsch/index.html.md): About Nickolaus Darsch Nickolaus Darsch serves as Executive Vice President and Chief Commercial Officer at Ultimus, leading commercial strategy and client…
- [Andrew Jones](/authors/andrew-jones/index.html.md)
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- [Michael Prendergast](/authors/michael-prendergast/index.html.md): About Michael Prendergast In his role of Senior Vice President, ETF Senior Product Specialist, Mike provides strategic leadership for Ultimus’ growing ETF…
- [Kevin Guerette](/authors/kevin-guerette/index.html.md)
- [Paul Wahmann](/authors/paul-wahmann/index.html.md)
- [Corinne Weidner, CPA](/authors/corinne-weidner-cpa/index.html.md)
- [Jim Cass](/authors/jim-cass/index.html.md)
- [Lance Christofferson](/authors/lance-christofferson/index.html.md)
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- [Steve Farlese](/authors/steve-farlese/index.html.md): About Steve Farlese Steve Farlese serves as Executive Vice President and Chief Operating Officer for the Private Fund Solutions group at Ultimus, overseeing…
- [Steve Wood](/authors/steve-wood/index.html.md)
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- [Wendy Wang \(1\)](/authors/wendy-wang-1/index.html.md)
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- [Mike Hollander](/authors/mike-hollander/index.html.md)
- [Jim Boyne](/authors/jim-boyne/index.html.md): [![LinkedIn](https://www.ultimusfundsolutions.com/images/linkedin-black.svg)](https://www.linkedin.com/in/james-boyne-95501410/) **Jim Boyne** President, Weitz…
- [David Brenner](/authors/david-brenner/index.html.md)
- [Nick Veronis](/authors/nick-veronis/index.html.md)
- [Michael Graham](/authors/michael-graham/index.html.md): [![LinkedIn](https://www.ultimusfundsolutions.com/images/linkedin-black.svg)](https://www.linkedin.com/in/michael-graham-b0076541/) **Michael Graham** Executive…
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- [Save my seat for Ultimus Strategic Partners Day 2026](/save-my-seat-for-ultimus-strategic-partners-day-2026/index.html.md): Events # Save my seat for Ultimus Strategic Partners Day 2026 ### Your seat is saved, we'll see you in November. We look forward to seeing you at Ultimus…
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- [RSVP for An Exclusive Evening with Patriots Legend Matt Light](/rsvp-for-an-exclusive-evening-with-patriots-legend-matt-light/index.html.md): Events # RSVP for An Exclusive Evening with Patriots Legend Matt Light ## Join us for cocktails, light bites, and a fireside chat with Matt Light We're hosting…
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- [Oktoberfest Networking Event 2026](/oktoberfest-networking-event-2026/index.html.md): Events # Celebrate Oktoberfest with Ultimus ## Join industry peers for an evening of networking and conversation Ultimus invites you to join us for a casual…
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