An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2022 awards and accolades.
Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration, middle office and investor servicing solutions to support registered funds, private funds and public plans.
By combining cutting edge technology with high-touch consultative services, we provide solutions designed to meet the individual fund administration needs of various sized fund sponsors, investment managers and large institutions.
At Ultimus, we are committed to a consultative and client-centric approach, offering customizable tech-enhanced administration services for asset managers. We are proud of our effort to establish strong business partnerships and provide award-winning service. Throughout 2023 and continuing into 2024, Ultimus has received numerous industry awards that reaffirm our dedication to excellence in the fund administration and middle office space:
With Intelligence Fund Operations & Service Awards
Global Custodian Industry Leaders Awards
Global Custodian Mutual Fund, ETF & Private Equity Fund Administration Surveys
Nicsa Nova Awards
Institutional Asset Manager Awards
Check out all our industry awards here
Ultimus Senior Executives take center stage in a series of captivating videos to share invaluable insights and expertise. These videos demonstrate a powerful blend of leadership, industry knowledge, and forward thinking that goes into our innovative solutions.
Ultimus associates Mick Grunewald and Joe Bree are looking forward to attending the ICI Closed End Fund Conference in New York City on November 12th. Make sure to connect with us to learn more about Ultimus’ client centered solutions.
The ETP Fall Forum, presented by the Expert Series, is back! During a full day of informative panels, great speakers, and valuable networking, make sure to connect with the Ultimus associates in attendance. Mike Prendergast will be speaking on the Navigating the ETF Legal & Compliance Landscape panel session.
1:50-2:40PM
Navigating the ETF Legal & Compliance Landscape
The rapid expansion of ETFs is driving an evolving legal, compliance, and regulatory landscape. With the Names Rule set to take effect in December 2025, additional developments—ranging from ETFs as a share class to AI, ESG, Private Assets and crypto—could spark a wave of new regulations. Join our panel of Legal and Compliance experts as they explore the impact of these changes and discuss the steps needed to navigate this shifting terrain successfully.
Join Ultimus as we help celebrate the 20th Edition of the Expect Miracles in Boston gala. This unforgettable evening of inspiration and impact will take place at the InterContinental Boston hotel. At this special event, we come together for a cause that changes lives and shapes destinies: the vital pursuit of life-saving cancer research. Ultimus is proud to be a part of this important cause.
Interested in learning more about our solutions? We want to hear from you.
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The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.
DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.
