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 [...]
Ultimus Panel Reveals Key Insights for Building a Registered Fund Distribution Plan
CINCINNATI, OHIO—June 10, 2019—Ultimus Fund Solutions® (Ultimus®) today shares insights from a recent poll conducted during a webinar panel conversation focused on fund distribution. The webinar, "Tools for Building a Distribution Strategy," was moderated by [...]
Ultimus to be a Gold Sponsor for Boutique Mutual Funds Conference
SunStar’s Conference, "Thriving in an Ever-Changing Industry" features speakers on distribution and marketing CINCINNATI, OHIO – APRIL 8, 2019 – Ultimus Fund Solutions® (Ultimus®), the largest independent provider of fund administration services is pleased to [...]
Ultimus Hosts Panel Covering The Evolving ETF Landscape
HAUPPAUGE, N.Y.—April 10, 2019— Ultimus Fund Solutions® (Ultimus®), today shares insights from a panel of regulatory and fund product experts (via a video) from a recent industry event they hosted. The panel, “The Evolving ETF [...]
Private Equity Real Estate Experts Discuss IRS Updates on Opportunity Zones at Ultimus Event
HAUPPAUGE, N.Y.—April 4, 2019—Ultimus Fund Solutions® (Ultimus®), today shares insights from a panel of private equity real estate subject matter experts held during a recent industry event they hosted. The panel, “An Introduction to Opportunity [...]
Panel of Allocators Defines Ideal Manager Profiles at Gemini (now Ultimus Fund Solutions) Event
HAUPPAUGE, N.Y.—March 27, 2019—Gemini (now Ultimus Fund Solutions®), (Ultimus®), today shares insights from a panel of regulatory and fund product experts at a recent industry event hosted by the firm. The panel, “What Will Allocators [...]
Data Experts Outline Success Factors for Registered/Private Funds
HAUPPAUGE, N.Y.—March 21, 2019—Gemini (now Ultimus Fund Solutions) today shares insights from a panel of regulatory and fund product experts (via a video) from a recent Thought Leadership & Cocktails industry event it hosted. The [...]