Ultimus Gateway™ is a comprehensive operating platform that enables investment advisers to bring institutional strategies to the private wealth channel through registered, evergreen funds.

The Ultimus’ Gateway™ streamlines the process of bringing registered funds to market, including interval and tender offer funds. The platform provides the infrastructure to navigate regulatory requirements and fund launch process with greater ease. The open-architecture model allows advisers to leverage pre-vetted partnerships with leading law firms, auditors, custodians, and industry collaborators, enabling each adviser to fit for purpose ensuring flexibility and value in launching a new strategy.

Accessing the Ultimus Gateway™ allows advisers to focus on managing investments and better serving their investors, providing advisers with:

• Streamlined and comprehensive fund support infrastructure;
• Consultation in product development with subject matter expertise in legal, valuation, tax and compliance considerations;
• Operational expertise in retail alternative products and private fund type investment strategies;
• Real-time investor reporting with advanced technology to provide key insights into the distribution environment,
• Distribution insights to strategize on growth opportunities, and
• Uniquely skilled and experienced board members and legal counsel experienced in 1940 Act alternative funds and investments.

As lines between traditional and alternative strategies continue to merge, the Ultimus Gateway is a next generation solution for advisers seeking to navigate the complexities of the market.