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 [...]
Ultimus Shortlisted for 12 Industry Awards
CINCINNATI, OHIO – September 10, 2019 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers, has been shortlisted for twelve industry awards in the registered and private fund sectors. In the [...]
Ultimus Fund Solutions Acquires LeverPoint Management
CINCINNATI and CLIFTON PARK, N.Y., Aug. 21, 2019 /PRNewswire/ -- Ultimus Fund Solutions ("Ultimus"), a leading independent provider of fund administration, accounting and investor solutions to traditional and alternative fund managers, announced today that it had [...]
ULTIMUS HOSTS PANEL DISCUSSION ON HOW TO NAVIGATE INTERVAL FUND LANDSCAPE FOR GROWTH
CINCINNATI, OHIO—August 15, 2019— Ultimus Fund Solutions® (Ultimus ® ) today shares insights from a recent panel discussion with distribution, legal and tax fund product experts (via a podcast) during a recent industry event they [...]
Nickolaus Darsch Joins Ultimus as Senior VP of Business Development
CINCINNATI, OHIO – August 14, 2019 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund servicing providers, announces that Nickolaus Darsch has joined the organization as Senior Vice President of Business Development. In [...]
Ultimus Receives Highest Scores in Global Custodian’s Mutual Fund Administration Survey
For the fifth consecutive year, clients of Ultimus Fund Solutions validate firm’s commitment to best-in-class service CINCINNATI, OHIO – August 6, 2019 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent providers of mutual [...]