Press Releases



Ultimus Fund Solutions Appoints Ian Martin Chief Administrative Officer

Position reinforces firm’s commitment and focus on client service, while ensuring the integration process is optimized CINCINNATI, OHIO –…Read More >


Ultimus Fund Solutions Appoints Gary Harris to Lead Sales

Ultimus Fund Solutions Appoints Gary Harris to Lead Sales Growing its Ability to Deliver a Full Range of Solutions CINCINNATI, OHIO – MARCH…Read More >


GTCR Completes Acquisitions of Ultimus and Gemini

Combination creates largest independent institutional strength fund administrator CINCINNATI, OH and HAUPPAUGE, NY (February 4, 2019) – GTCR,…Read More >


Chartwell Investment Partners Chooses Ultimus Fund Solutions to Provide Administration Services for Five Funds

Past relationship confirms new service provider selection CINCINNATI, OHIO – November 27, 2018 – Ultimus Fund Solutions®, LLC (Ultimus®), one…Read More >


GTCR Announces Strategic Combination of Ultimus and Gemini

Combined business will be a leading independent fund administrator CINCINNATI, and HAUPPAUGE, N.Y., Nov. 19, 2018 /PRNewswire/ -- GTCR, a leading…Read More >


Ultimus Fund Solutions Provides Fund Services for Belmont Capital Group

Belmont Capital Group launches fund in Ultimus’ Valued Advisers Trust CINCINNATI, OHIO – October 23, 2018- Ultimus Fund Solutions®, LLC (Ultimus®)…Read More >


Ultimus Fund Solutions Joins North American Fund Administration Association

Firm's involvement in NAFAA supports new offering from recent acquisition CINCINNATI, OHIO – SEPTEMBER 27, 2018 - Ultimus Fund Solutions®,…Read More >


London-based Silk Investment Ltd Selects Ultimus Fund Solutions to Provide Mutual Fund Services

Firm Leverages Ultimus’ Reorganization Expertise and Knowledge CINCINNATI, OHIO – September 24, 2018 – Ultimus Fund Solutions LLC (Ultimus®),…Read More >


Ultimus Fund Solutions Presents Fully Integrated Private Fund Administration Services

New offering covers services for wide variety of fund structures CINCINNATI, OHIO – September 12, 2018 - Ultimus Fund Solutions®, LLC (Ultimus®),…Read More >


Ultimus Launches Successful Streamlined Solution for SEC Reporting Modernization

Clients Benefit from a Solution Implemented in Timely Manner CINCINNATI, OHIO – September 5, 2018- Ultimus Fund Solutions®, LLC (Ultimus®),…Read More >


Ultimus Launches Resource Marketplace, Enhancing Distribution Advantage Program for Mutual Fund Clients

Another comprehensive offering for Ultimus clients CINCINNATI, OHIO – August 28, 2018 - Ultimus Fund Solutions®, LLC (Ultimus®), one of the…Read More >


Ultimus Announces David James as General Counsel and Director of Fund Administration

Accomplished ’40 Act Attorney Joins Flourishing Fund Services Firm CINCINNATI, OHIO – August 7, 2018 – Ultimus Fund Solutions®, LLC (Ultimus®),…Read More >


Ultimus’ Capitol Series Trust Expands Board by Adding Three New Members

Raising the number of trustees to six CINCINNATI, OHIO – July 31, 2018 – Capitol Series Trust (CST), sponsored by Ultimus Fund Solutions®, LLC…Read More >


Ultimus Receives Highest Scores in Independent Industry Survey

For the fourth year in a row, scores emphasize Ultimus’ leadership in service CINCINNATI, OHIO – July 10, 2018 – Ultimus Fund Solutions®, LLC…Read More >


Ultimus Fund Solutions Acquires Private Fund Servicing Business

Acquisition Increases Ultimus’ Fund Administration Capabilities CINCINNATI, OHIO – APRIL 11, 2018 - Ultimus Fund Solutions®, LLC (Ultimus®),…Read More >


Gary Tenkman Promoted to President of Ultimus Fund Solutions

Continues to Drive Client-Centric Model CINCINNATI, OH – MARCH 28, 2018 - Ultimus Fund Solutions, LLC, a leading provider of services to mutual…Read More >


Fenimore Asset Management Selects Ultimus Fund Solutions to Provide Services for the FAM Funds

FAM recognizes Ultimus’ expertise and will outsource previous internal functions CINCINNATI, OHIO – JANUARY 10, 2018 – Ultimus Fund Solutions®,…Read More >