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 [...]
Blueprint Capital Advisers Selects Ultimus’ Dedicated Managed Account Platform
Ultimus (formerly the Gemini Companies (Gemini)) and Blueprint Capital Advisers (Blueprint), an investment firm focused on manager sourcing, due diligence and the structuring of investments in emerging managers and strategies, today announced that they will [...]
Ultimus featured on Hedgeweek.com: A Good Sherpa as OCIOs Ascend
Ultimus (formerly Gemini) was recently featured on Hedgeweek.com's 2018 special report on Managed Account Platforms. In an environment of fund fee compression, leveraging a private managed account platform may offer an easier way for an [...]
Ultimus Fund Solutions Provides Fund Services for Belmont Capital Group
Belmont Capital Group launches fund in Ultimus’ Valued Advisers Trust CINCINNATI, OHIO – October 23, 2018- Ultimus Fund Solutions®, LLC (Ultimus®) announces that it has been chosen by Belmont Capital Group (Belmont) to provide fund [...]
Gemini (now Ultimus) Wins Best Accounting and Audit Services at Mutual Fund Services and Tech Awards
HAUPPAUGE, N.Y.— October 10, 2018— The Gemini Companies (Gemini) (now Ultimus Fund Solutions) announced today that it was awarded Best Accounting and Audit Services at Fund Intelligence’s US Mutual Fund Services and Technology Awards 2018 [...]
Gemini (now Ultimus) Voted Best Administrator for Liquid Alternative ‘40 Act Funds
HAUPPAUGE, N.Y.— September 27, 2018 — The Gemini Companies (Gemini) (now Ultimus Fund Solutions) announced today that it has been voted the best Liquid Alts ‘40 Act Fund Administrator for 2018 by subscribers of Global [...]
Ultimus Fund Solutions Joins North American Fund Administration Association
Firm's involvement in NAFAA supports new offering from recent acquisition CINCINNATI, OHIO – SEPTEMBER 27, 2018 - Ultimus Fund Solutions®, LLC (Ultimus®), one of the largest independent providers of mutual fund, private fund and middle [...]
London-based Silk Investment Ltd Selects Ultimus Fund Solutions to Provide Mutual Fund Services
Firm Leverages Ultimus’ Reorganization Expertise and Knowledge CINCINNATI, OHIO – September 24, 2018 – Ultimus Fund Solutions LLC (Ultimus®), one of the largest independent providers of fund servicing, is pleased to announce the reorganization and [...]