Ultimus LeverPoint Announces Partnership with New York Alternative Investment Roundtable

Jul 29, 2022

Clifton Park, New York – July 29, 2022 – Ultimus LeverPoint Private Fund Solutions is pleased to announce its partnership with the New York Alternative Investment Roundtable, helping to promote education and best practices in the alternative investment industry by participating in the organization’s monthly forum discussions.

New York Alternative Investment Roundtable (NY-ALT) is a non-profit organization that fosters high-caliber networking and professional growth through events that feature visionary investment thinkers and compelling topics. Membership is comprised of investors, investment managers and other industry professionals. NY-ALT members serve as mentors in their community by sharing their interests and knowledge within the alternatives industry.

In addition to industry topics, NY-ALT highlights New York City area philanthropies to expose members to organizations they may be interested in becoming involved with or supporting. The Roundtable’s membership consists of investors, fund managers, analysts, and other industry professionals who regularly meet to discuss current issues within the industry and to connect with peers.

“Between its extensive knowledge of the funding side of the alternative investment industry and its broad-based customer portfolio of investment funds, Ultimus LeverPoint has its finger on the pulse of the industry. We are so happy to welcome the firm as the newest addition to the Roundtable’s existing sponsors and believe its addition will provide an invaluable perspective for our membership,” said Alessandra Tocco, President of the New York Alternative Investment Roundtable. “We are excited to see the impact that the firm’s involvement with the Roundtable and its industry expertise will have on our future events.”

Added Frank Anduiza, an Executive Vice President and Head of Private Fund Sales for Ultimus LeverPoint: “The Roundtable’s long-term dedication to shining a spotlight on the most topical and important issues within the alternative investment industry makes it an appealing partner for our firm. We are delighted to be able to help foster the Roundtable’s mission of connecting people within the industry through timely educational gatherings.”

About Ultimus LeverPoint

Ultimus LeverPoint Private Fund Solutions is a leading fund administrator committed to providing a complete spectrum of solutions to private equity, venture capital, real estate and hedge fund clients. We provide accounting and fund administration solutions to over 245 firms with over $150B in AUA, representing a diverse range of alternative fund types and structures.

Whether outsourcing a new fund, or transitioning existing funds, Ultimus LeverPoint serves as a seamless extension of your firm – a partner in growth. From traditional to complex structures, our team of over 325 associates provide operational excellence, to meet every need and dedicated to helping investment managers keep pace with the constantly changing regulatory and market demands, while providing quick solutions to new challenges. For more information, visit www.ultimusleverpoint.com.

About Ultimus

Ultimus Fund Solutions (Ultimus) is a leading provider of full-service tech-enhanced fund administration, accounting, middle office, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. The company also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals.

Headquartered in Cincinnati, Ohio with offices in other major cities such as Chicago, Denver, New York and Boston, Ultimus employs more than 825 seasoned accountants, attorneys, paralegals, application developers, fund administrators, compliance specialists, and many others with years of experience in the financial services industry. Servicing over 1,600 total traditional and alternative funds, Ultimus helps investment managers and fund families flourish in today’s increasingly sophisticated and dynamic investment landscape. For more information, visit www.ultimusfundsolutions.com.

ULP 15393191 07/29/2022

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