Our Clients

Types of Clients

Our dedicated teams of Fund Administration experts work as a seamless extension of your firm to deliver integrated accounting, reporting, tax, and administration solutions for emerging and established Funds of all sizes, including:

  • Buyout Funds
  • Venture Capital Funds
  • Real Estate Funds
  • Fund of Funds
  • Mezzanine Funds
  • Credit Funds

Client Locations

Client Testimonials

“Ultimus LeverPoint is a true extension of our team. Their attention to detail, timeliness, and customer service makes them second to none. With Ultimus LeverPoint handling our reporting, processing, and back-office accounting, we are able to spend more time focusing on growing our business and working with our partners.”

“It’s difficult staying up-to-date with the ever-changing regulations in our industry. When we outsourced our Fund Administration to Ultimus LeverPoint, they were able to provide us with services our in-house team didn’t have the capacity or bandwidth to accomplish.”

“As a busy CFO of a large New York-based Private Equity firm, I’m very pleased that our Ultimus LeverPoint Management Company team remains client focused and deadline driven all while taking the lead in our accounting, banking, and reporting duties. They’re efficient, friendly, and professional!”

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The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.

DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.

Ultimus Fund Solution

8778 UFS 2/18/2022

Ultimus Fund Solution