Cramer Rosenthal McGlynn, LLC Selects Ultimus as Fund Servicing Partner
CINCINNATI, OHIO – January 19, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of integrated and customizable fund servicing solutions, is pleased to announce that it has been retained by Cramer Rosenthal McGlynn, [...]
Ultimus, Co-Founder Dorsey Win Prestigious Year-End Awards from Global Custodian
CINCINNATI, OHIO – January 13, 2021 – Ultimus Fund Solutions® (Ultimus®) is pleased to announce that the firm—and one of its co-founders—have received prestigious awards from Global Custodian, the leading publication covering the international securities [...]
Ultimus Names Kelly Ramsey Gooch to Lead Client Relationship Management for Private Fund Administration
CINCINNATI, OHIO – December 2, 2020 - As a leading independent provider of full-service fund administration, accounting, and investor solutions, Ultimus Fund Solutions® (Ultimus®) is pleased to welcome Kelly Ramsey Gooch as Executive Vice President, [...]
Ultimus Announces Addition of uETF™ Application to uSUITE® Platform
CINCINNATI, OHIO – November 17, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce the release of another innovation technology application, uETF™, [...]
Ultimus Supports Shelton Capital Management-ICON Advisers, Inc. in New Partnership
CINCINNATI, OHIO – October 28, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting and investor solutions, recently delivered timely operational support to a fund sponsor client, Shelton Capital [...]
Bob Dorsey to Retire from Ultimus Fund Solutions After Successful Career in Mutual Fund Industry
CINCINNATI, OHIO – October 26, 2020 - Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration and investor solutions, announced today the retirement plans of Bob Dorsey, one of its Co-Founders, who [...]
Ultimus Supports Launch of Novel Private Equity Interval Fund
CINCINNATI, OHIO – October 20, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to share that it recently played a significant role in [...]
Ultimus Introduces uTRANSACT™ Online Shareholder & Adviser Portal
CINCINNATI, OHIO – October 14, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce the availability of uTRANSACT™, an advanced digital portal [...]
Ultimus Announces Expanded ETF Service Offerings
CINCINNATI, OHIO – October 6, 2020 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration, accounting, and investor solutions, is pleased to announce that it is expanding its Exchange Traded Fund [...]
Domini Impact Investments Converts to Ultimus for Transfer Agency Services
CINCINNATI, OHIO – September 29, 2020 – Ultimus Fund Solutions® (Ultimus®) is pleased to announce that it has been selected as the new Transfer Agent by Domini Impact Investments® LLC , a pioneer in impact [...]