Private Funds

Ultimus LeverPoint Private Fund Solutions™ tailors our unique service offerings to meet your specific needs, with the ability to work with complex and unique fund structures combining fund administration with Management Company, General Partner, Investor and Treasury services. You’ll have the confidence that your back office is administered by a dedicated team of industry professionals.

The Ultimus LeverPoint Difference

We offer private equity firms’ peace of mind from fund launch through the full lifecycle of investments, knowing that the complex reporting requirements will be met and that the due diligence process will be executed flawlessly.

In recent years, due to the increased investor transparency requirements and a heightened need to maintain regulatory compliance, there has been a shift toward private equity and other fund managers outsourcing more back-office functions to third-party administrators like Ultimus LeverPoint. Your dedicated team will assist in providing timely and thorough reporting to your investors with greater levels of control, quality and consistency.

LEARN MORE ABOUT ULTIMUS’ PRIVATE FUND SERVICES

PRIVATE FUND PRODUCT SOLUTIONS

ULTIMUS INSIGHTS

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Institutional Strength Boutique Service

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

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

Ultimus Fund Solution

8778 UFS 2/18/2022

Ultimus Fund Solution