Ultimus Fund Solutions Appoints Ian Martin Chief Administrative Officer
Position reinforces firm’s commitment and focus on client service, while ensuring the integration process is optimized CINCINNATI, OHIO – MARCH 20, 2019 – Ultimus Fund Solutions® (Ultimus®), the largest independent provider of fund administration services [...]
Ultimus Fund Solutions Appoints Gary Harris to Lead Sales
Growing its Ability to Deliver a Full Range of Solutions CINCINNATI, OHIO – MARCH 14, 2019 – Ultimus Fund Solutions® (Ultimus®), the largest independent provider of fund administration services, announces the addition of industry veteran [...]
GTCR Completes Acquisitions of Ultimus and Gemini
CINCINNATI, OH, and HAUPPAUGE, NY – February 4, 2019 – GTCR, a leading private equity firm, announced today that it has completed the previously announced acquisitions of Ultimus Fund Solutions and The Gemini Companies in a [...]
Gemini and Private Equity/Real Estate Experts Deliver Opportunity Zone Funds Update
The Gemini Companies (Gemini) today makes available a recording from a recent webinar, “How to Take Advantage of Opportunity Zones.” Sam Dale, head of news at HFMWeek, moderated the online event, which featured panelists: John [...]
Gemini to Host Virtual Capital Introduction Event
The Gemini Companies (Gemini) announced today that they plan to host an inaugural Virtual Capital Introduction Event from January 21-28, 2019. The event will be produced by Hedge Connection and designed around their patented Capital [...]
Diverse Private Equity Funds Featured in Gemini Industry Roundup
The Gemini Companies (Gemini) today makes available a recorded webinar featuring experts from a variety of private equity fund structures, including a registered interval fund, a registered open-end fund, and a private equity fund. The [...]
Gemini Discusses “What You Need to Know” When Launching a Mutual Fund or ETF
Gemini recently made available a recorded webinar for investment advisers who are interested in launching a registered fund (such as a mutual fund or ETF). The webinar, “A Realist’s View: What You Need to Know [...]
Fund Experts Deliver Update on Audit, Accounting and Tax Trends at Gemini Industry Summit
The Gemini Companies (Gemini) today shares insights (via a recording) from a recent event they hosted in Boston featuring experienced accounting, tax, and audit professionals. The panel, “Current Developments in Audit,” was moderated by Joe [...]
Chartwell Investment Partners Chooses Ultimus Fund Solutions to Provide Administration Services for Five Funds
Past relationship confirms new service provider selection CINCINNATI, OHIO – November 27, 2018 – Ultimus Fund Solutions®, LLC (Ultimus®), one of the largest independent providers of mutual fund, private fund and middle office services, announces [...]
GTCR Announces Strategic Combination of Ultimus and Gemini
Combined business will be a leading independent fund administrator CINCINNATI, OH and HAUPPAUGE, NY (November 19, 2018) – GTCR, a leading private equity firm, announced today that it had entered into definitive agreements to separately [...]