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 [...]
Ultimus Wins Mutual Fund Administrator of the Year Award from Global Custodian
CINCINNATI, OHIO – December 3, 2019 – Ultimus Fund Solutions® (Ultimus®) proudly announces that it won the Mutual Fund Administrator of the Year award from Global Custodian at the publication’s Industry Leaders Awards in New [...]
Ultimus Forum Explores SEC’s Enforcement and Regulatory Best Practices for Asset Managers
CINCINNATI, OHIO – November 19, 2019 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers, today shares a recent interview (via video link) between Brian Privor, President of Ultimus’ Compliance Division, [...]
Ultimus Co-Founder Bob Dorsey Elected to ICI Board of Governors
CINCINNATI, OHIO – October 22, 2019 – Ultimus Fund Solutions® (Ultimus®) announced today that Bob Dorsey, Vice Chairman and Co-Founder of Ultimus, has been elected to serve on the Board of Governors of the Investment [...]
Former SEC Enforcement Professional is Named President of Ultimus’ Compliance Suite of Solutions
CINCINNATI, OHIO – October 10, 2019 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers, announces today that Brian Privor has been named President of Ultimus’ Compliance Division. This follows the [...]