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 is looking forward to attending IPA Vision in Orlando, FL this September. Make sure to stop by the Ultimus booth to learn more about our award-winning, tech-driven and client-centric servicing. For more information and to register for IPA Vision, please visit https://ipa.com/ipavision2024/
Ultimus is looking forward to supporting the Expect Miracles Foundation during their annual Atlantic Coast Classic this September taking place in Bedminster, NJ. Check the Expect Miracles Foundation website for more information about this great event. https://expectmiraclesfoundation.org/
The 2024 Ultimus Fund Solutions Registered Funds Client Summit is coming up! This time, we’re taking the show on the road and what better place to DISCOVER than in Texas where everything is bigger?!
After eight fantastic years in Cincinnati, we are bringing our Summit to the Lone Star State and are confident that together we will produce an event that goes above and beyond where we’ve been before. With a track record of increasing attendance year over year, Ultimus’ 2024 Summit will be the ultimate opportunity for attendees to DISCOVER the latest trends, new connections and advanced solutions.
Mark your calendars for October 16 – 18, 2024 because our 9th Ultimus Client Summit is going to be an event to remember!
If you would like an invitation, please reach out to ma*******@ul******************.com
Interested in learning more about our solutions? We want to hear from you.
Institutional Strength | Boutique Service
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.
