Ultimus LeverPoint is a leading boutique Fund Administrator, providing expertise in accounting and administration services to Private Equity clients. We are dedicated to service excellence, using industry expertise, paired with exceptional client service, to deliver a suite of solutions to support your fund’s needs.
Our outsourcing solutions will help your firm with accounting and reporting requirements mandated by your Partnership Agreement. Your firm’s principals will be left to focus on developing investor relationships and investment strategies. Your Limited Partners will receive accurate and timely reporting when you work with us. Fund Administration is not an automated process – you can rely on Ultimus LeverPoint to be an extension of your firm.
By operating with industry recognized technology solutions, we deliver timely and accurate fund accounting and investor reporting and provide secure transfer of data, enabling us to support even the most complex fund structures.