Cornerstone Capital Selects Ultimus as Fund Administrator for Access Impact Fund
CINCINNATI, OHIO – May 12, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of fund administration, accounting, and investor solutions, announced today that it was recently selected as fund administrator for the Cornerstone [...]
Ultimus Expands Distribution Advantage Program to Include ETF Platform Information
CINCINNATI, OHIO – April 28, 2020 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers in the U.S, announced today that it has expanded its Ultimus Distribution Advantage (UDA) program to [...]
Red Cedar Selects Ultimus as Fund Administrator to Launch a New Fixed Income Fund
CINCINNATI, OHIO – April 14, 2020 – Ultimus Fund Solutions® (Ultimus®) announced today that it was recently selected as the fund administration service provider for Red Cedar Investment Management, LLC, a global asset manager and [...]
Ultimus Appoints Ned Siegel to Join Sales Efforts for Private Fund Administration
CINCINNATI, OHIO – April 7, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of fund administration, accounting, and investor solutions to traditional and alternative fund managers, is pleased to announce the addition of [...]
Ultimus ETF Professionals Help Launch Two New Rule 6c-11 Funds
CINCINNATI, OHIO – March 3, 2020 – Ultimus Fund Solutions® (Ultimus®) is proud to announce that it recently helped two adviser clients launch Active Transparent Exchange-Traded Funds (ETFs) in accordance with new Rule 6c-11 from [...]
Segall Bryant & Hamill Converts Over $2.5Bn in AUM to Ultimus for Fund Administration
CINCINNATI, OHIO – January 16, 2020 – Ultimus Fund Solutions® (Ultimus®) is proud to announce that it was selected as the fund administration service provider of choice for Segall Bryant & Hamill (SBH), a large [...]
Private Fund Industry Update Given at Ultimus Influencer Event
CINCINNATI, OHIO – January 15, 2020 – Ultimus Fund Solutions® (Ultimus®) today shares insights from a panel discussion with Private Fund industry experts (via a video link) during a recent industry event they hosted in [...]
Mutual Fund Industry Research Frames Panel Conversation at Recent Ultimus Event
CINCINNATI, OHIO – January 8, 2020 – Ultimus Fund Solutions® (Ultimus®) today shares insights from a panel discussion with registered fund experts (via video link) during a recently-hosted influencer event in New York. The panel, [...]
Ultimus Named 2019 Best Multi-Series Trust Provider by Fund Intelligence
CINCINNATI, OHIO – December 10, 2019 – Ultimus Fund Solutions® (Ultimus®) proudly announces today that it won the 2019 Fund Intelligence Operations and Services Award for Best Multi-Series Trust Provider. The Fund Intelligence Operations and [...]
David Felcyn Joins Ultimus as Director of Transfer Agent Technology
CINCINNATI, OHIO – December 4, 2019 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers, today announces that David Felcyn has joined the company as the Director of Transfer Agent (TA) Technology. This development [...]