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 [...]
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 [...]