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ultimus fund solutions

ultimus fund solutions

We partner with you to provide integrated and customizable services, manage complexity, and help you build critical financial industry connections … 8421 UFS 8/13/2020 Online Privacy Policy Ultimus Fund Solutions | 3,864 followers on LinkedIn. Ultimus Fund Solutions (Ultimus) is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. From this page you can delete any existing subscriptions to stop notifications. Find out what works well at Ultimus Fund Solutions, LLC from the people who know best. Copyright © document.write(new Date().getFullYear()) Ultimus Fund Solutions, Terms of Use Welcome to the VIP Transactional Portal Join today, and begin earning tomorrow! We also offer customized structures designed to support the unique needs of pensions, endowments, foundations, and other large institutions. 51 Ultimus Fund Solutions jobs available on Indeed.com. Its solutions include fund and legal administration, fund accounting, transfer agency and shareholder services, fund compliance, distribution, portfolio accounting, investor servicing, treasury services, and audit and tax management. Such information represents our current understanding of the described platforms and the costs associated with them. Business Development Company & Exchange Traded Closed End Funds, Mutual Fund Transfer Agency and Shareholder Servicing, Outsourced Chief Investment Officers (OCIOs). Forgot your password? Ultimus Fund Solutions, LLC is located in Cincinnati, OH, United States and is part of the Investment Firms Industry. If you are a new user to the system, please click on the “Create New User” link below. See the full leadership team at Craft. The Ultimus Group, LLC is an Equal Opportunity Employer. General, Marketing, etc.). Ultimus and Gemini both have rich histories of providing administration services for all types of registered and private funds. All pricing and fee information is subject to change without notice. Uncover why Ultimus Fund Solutions, LLC is … OPEN AN ACCOUNT All pricing and fee information is subject to change without notice. © 2021 - Ultimus Fund Solutions, LLC Version 2.0.0 Version 2.0.0 The Ultimus Group, LLC's top competitors are CLA, Sikich and Gravitas Technology Services, LLC. In many cases, such costs may be negotiable. 8044 UFS 7/18/2019 Privacy Policy 2021-01-13T08:46:12-05:00 Ultimus Fund Solutions's Chief Executive Officer is Gary Tenkman. Web User Profile. Other executives include Kevin Guerette, Senior Vice President, Director of Distribution Strategies; Nickolaus Darsch, SVP, Business Development and 14 others. Business Profile Ultimus Fund Solutions LLC. 8421 UFS 8/13/2020 Online Privacy Policy CINCINNATI, Jan. 19, 2021 — Ultimus Fund Solutions® (Ultimus®), a leading independent provider of integrated and customizable fund servicing solutions, is pleased to announce that it has been retained by Cramer Rosenthal McGlynn, LLC (CRM). Follow the instructions to establish a user name and access your mutual fund account(s). This is the Ultimus Fund Solutions company profile. Launching a ’40 Act mutual fund may significantly expand an adviser’s business while broadening their product solutions footprint. 2021-01-19T12:59:31-05:00 Ultimus Fund Solutions (Ultimus) is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. Since Ultimus' founding in 1999, FIS® Investment Accounting Manager (formerly InvestOne), a fund administration solution, has played a key role in helping the firm to grow rapidly and solidify its current position as a top-rated fund administrator. Mark Identification: ULTIMUS FUND SOLUTIONS : Last Applicant/Owner: Ultimus Fund Solutions… In 2018, it expanded into private fund administration by acquiring Woodfield Fund Administration. For fund sponsor and investment managers, vendors should act as an extension of your business, and as [...], By Kerri Fronczak, AVP, SunStar Strategic| Apply to Senior Staff Accountant, Fund Manager, Vice President of Accounting and more! 2021-01-14T14:21:51-05:00 December 2, 2020|Categories: Registered Funds|, Michael Jantzi, Founder of Sustainalytics, spoke at the Morningstar Virtual Conference and shared his insights on the current market and impact on sustainable investing. Follow the instructions to establish a user name and access your mutual fund account(s). This is the Ultimus Fund Solutions company profile. | $220+B AUA | 400+ Clients | 1,250+ Investment Funds or Accounts | 750+ Employees | 9 Offices Ultimus Fund Solutions represents the strategic combination of Ultimus Fund Solutions, LLC and The Gemini Companies which came together in February 2019. The Ultimus Group, LLC is an Equal Opportunity Employer. Based in Cincinnati, Ohio, Ultimus provides comprehensive mutual fund administration and middle office services to investment advisers. Print; Logout. However, our increased size doesn’t mean our clients get lost in the crowd; we remain 100 percent focused on genuine partnership and providing superior boutique-style service throughout all facets of our organization. For assistance call 800-932-3271 and we will be glad to help you. The company also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. When considering starting a mutual fund, there are many key variables to keep in mind, such as the timeline, structure, costs, marketing, distribution and regulatory requirements. Forgot your password? Ultimus Fund Solutions is built from the strategic combination of Ultimus Fund Solutions, LLC and the Gemini Companies (Gemini), which came together in February 2019. Our combined company, operating as Ultimus Fund Solutions, is a leading provider of full-service fund administration, accounting, and investor servicing solutions to support the launching and servicing of registered funds, private funds, and public plans. Use the “Search” on the top right see if your question has been asked before. Welcome to your Shareholder account access website. A free inside look at company reviews and salaries posted anonymously by employees. Building valued relationships for ongoing success, Compliance solutions to keep firms up-to-date, By David James| DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Ultimus Fund Solutions Financial Services Cincinnati, OH 3,864 followers Boutique Service & Institutional Strength. Such information represents our current understanding of the described platforms and the costs associated with them. Ultimus Fund Solutions is a Trademark by Ultimus Fund Solutions, LLC, this trademark has a nationality of Ohio in the United States. Copyright © document.write(new Date().getFullYear()) Ultimus Fund Solutions, Terms of Use Macquarie Capital acted as exclusive financial advisor and Pepper Hamilton provided legal counsel to LeverPoint and its shareholder, the New York Credit SBIC Fund managed … You can also sign up to get notifications for all new posts. Ultimus' acquisition of LeverPoint was backed by Chicago-based private equity firm GTCR, which acquired both Ultimus Fund Solutions and The Gemini Companies in a strategic combination that closed in February 2019. See The Ultimus Group, LLC's revenue, employees, and funding info on Owler, the world’s largest community-based business insights platform. Click on a category that fits your question (ie. Ultimus is a Trademark by Ultimus Fund Solutions, LLC, the address on file for this trademark is 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246 We partner OPEN AN ACCOUNT Comprehensive & specialized services for private and institutional funds, Highly customizable investing structures for institutional investors, Experienced program management and services for public plans, Solutions for launching, servicing & converting registered funds. We work closely with advisers to help expand the distribution of their investment strategies and achieve their goals. The MarketWatch News Department was not involved in the creation of this content. All rights reserved. Provider of mutual fund management services to small-and medium-sized fund groups. 2 salaries for 1 jobs at Ultimus Fund Solutions in Clifton Park, NY. OPEN AN ACCOUNT Use the “Search” on the top right see if your question has been asked before. The Company offers stocks, bonds, mutual funds, private equity, venture capital, and other investment products. Are we at an inflection point for sustainable investing? Since Ultimus' founding in 1999, FIS® Investment Accounting Manager (formerly InvestOne), a fund administration solution, has played a key role in helping the firm to grow rapidly and solidify its current position as a top-rated fund administrator. Ultimus Fund Solutions provides financial advisers and institutions an ever-expanding suite of administration and accounting services, modern investor servicing tools, and distribution support for their registered and private investment products. General, Marketing, etc.). If you are a new user to the system, please click on the “Create New User” link below. There are no upcoming events to display at this time. A Strong and Stable Fund Servicing Partner. Trademark Introduction: ULTIMUS FUND SOLUTIONS TRADEMARK INFORMATION: ULTIMUS FUND SOLUTIONS, LLC: Updated January 8, 2021: Sponsored Links. Loading… User Name Log in. Starting in 1983, Gemini partnered with financial professionals and the investment community to provide an ever-expanding suite of services for their investment products. Contact us today. A free inside look at Ultimus Fund Solutions salary trends based on 33 salaries wages for 17 jobs at Ultimus Fund Solutions. You can also sign up to get notifications for all new posts. DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Ultimus Fund Solutions has completed the second phase of its uSUITE technology launch, as part of its... See more » July 16, 2020 Asset Servicing Times Ultimus appoints names new CFO. 8420 UFS 8/13/2020. We partner with you to provide integrated and customizable services, manage complexity, and help you build critical financial industry connections that may allow you to expand distribution of your strategies and grow your assets. If you are a new user to the system, please click on the “Create New User” link below. At Ultimus, we invest in best-in-class technology and put our team of experienced, top quality professionals to work for you. If you are a new user to the system, please click on the “Create New User” link below. WOBURN, Mass. Enter your User Name. Business Profile. Ultimus Fund Solutions (Ultimus) is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. Cramer Rosenthal McGlynn, LLC Selects Ultimus as Fund Servicing Partner, Ultimus, Co-Founder Dorsey Win Prestigious Year-End Awards from Global Custodian. Fund Information. Welcome to your Shareholder account access website. As of June 30, 2019, Ultimus services approximately $150 billion in assets under administration and over 1,000 total funds. Salaries posted anonymously by Ultimus Fund Solutions employees in Clifton Park, NY. From this page you can delete any existing subscriptions to stop notifications. Ultimus Fund Solutions provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. A free inside look at company reviews and salaries posted anonymously by employees. A free inside look at Ultimus Fund Solutions salary trends based on 33 salaries wages for 17 jobs at Ultimus Fund Solutions. Welcome to your Shareholder account access website. Founded in 1999, Ultimus originally focused primarily on mutual fund administration and doubled its asset under administration in 2015 through acquisition of Huntington Asset Services, another leading mutual fund service provider. Based in Cincinnati, Ohio, Ultimus provides comprehensive mutual fund administration and middle office services to investment advisers. All rights reserved. 2020-12-02T14:31:25-05:00 For 35+ years, Gemini continually added comprehensive solutions to ultimately provide services for mutual funds, ETFs, hedge funds, alternatives, state-sponsored 529 plans, and more, as well as guidance on fund compliance and distribution, blue sky laws, and printing. January 13, 2021|News and Press Categories: Awards , Client-Centric Organization , Mutual Fund , Registered Funds|, CINCINNATI, OHIO – January 13, 2021 – Ultimus Fund Solutions® (Ultimus®) is pleased to announce that the firm—and one of its co-founders—have received prestigious awards from Global Custodian, the leading [...]. Under this agreement, Ultimus will provide fund accounting, administration, transfer agency and shareholder services to the CRM five mutual funds […] Invested in our Clients' Success. January 19, 2021|News and Press Categories: Client-Centric Organization , Registered Funds|, CINCINNATI, OHIO – January 19, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent provider of integrated and customizable fund servicing solutions, is pleased to announce that it has been [...], By Ultimus| Get the inside scoop on jobs, salaries, top office locations, and CEO insights. Connecting With You for the Long Term.Ultimus Fund Solutions provides financial advisers and institutions an ever-expanding suite of administration and accounting services, modern investor servicing tools, and distribution support for their registered and private investment products. Ultimus Fund Solutions LLC; Claim Share Print. OPEN AN ACCOUNT Welcome to the FLCLASS Transactional Portal Join today, and begin earning tomorrow! Welcome to the FLCLASS Transactional Portal Join today, and begin earning tomorrow! FusionIQ's intelligent digital investment solutions and intuitive dashboard enables easy online and mobile i... FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients Follow the instructions to establish a user name and access your mutual fund account(s). The company also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus Fund Solutions LLC of United States operates as a brokerage firm. Check “Subscribe” to receive notification of replies. Follow the instructions to establish a user name and access your mutual fund account(s). 225 Pictoria Drive, Suite 450. Welcome to the TrustINdiana Transactional Portal Join today, and begin earning tomorrow! Mutual Funds. Compare pay for popular roles and read about the team’s work-life balance. Ultimus ®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ to develop this innovative solution. Salaries posted anonymously by Ultimus Fund Solutions employees. Welcome to the NYCLASS Transactional Portal Join today, and begin earning tomorrow! Ultimus Fund Solutions (Ultimus) is a trusted business partner to asset managers, delivering customized Fund Administration solutions. With $220+ billion in assets under administration and 750+ professionals, our strength gives us the resources to help both financial professionals and investors flourish in today’s increasingly sophisticated and dynamic investment landscape. Salaries posted anonymously by Ultimus Fund Solutions … Click on a category that fits your question (ie. If you have a question regarding a specific fund group, please call or refer to the fund’s prospectus to obtain the Shareholder Services Team’s toll-free number. Fund administrators Ultimus Fund Solutions and Gemini have agreed to merge after both companies entered into deal to be acquired by private equity firm GTCR. Ultimus Fund Solutions (Ultimus) is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. Ultimus Fund Solutions General Information Description. Ultimus Fund Solutions is a company providing comprehensive middle and back office services to investment advisers. Based in Cincinnati, Ohio, Ultimus provides comprehensive mutual fund administration and middle office services to investment advisers. Welcome to the TrustINdiana Transactional Portal Join today, and begin earning tomorrow! Bob Dorsey to Retire from Ultimus Fund Solutions After Successful Career in Mutual Fund Industry CINCINNATI, Oct. 26, 2020 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service fund administration and investor solutions, announced today the retirement plans of Bob Dorsey, one of its Co-Founders, who will be retiring effective March 31, 2021. Business Profile. We partner with you to learn the nuances and complexities of your business, how you define success, and how to work most effectively for you in order to provide you customized services throughout the entire lifecycle of your funds. 8044 UFS 7/18/2019 Privacy Policy In many cases, such costs may be negotiable. Bob Dorsey Receives Lifetime Achievement Award, Business Development Company & Exchange Traded Closed End Funds, Mutual Fund Transfer Agency and Shareholder Servicing, Outsourced Chief Investment Officers (OCIOs), Re-thinking Vendor Due Diligence in the “New Normal”. All content is posted anonymously by employees working at Ultimus Fund Solutions. Ultimus Fund Solutions Salaries trends. 17 Ultimus Fund Solutions reviews. All content is posted anonymously by employees working at Ultimus Fund Solutions. First Name * Last Name * Title * Company * Email * Phone * City * State * Please select the product/service you are interested in obtaining information about: * Message * CAPTCHA. He believes we’re at an inflection point [...], By Katie Guy| As one company today, Ultimus Fund Solutions’ consultative approach and client centric service culture helps managers and investors navigate and flourish in today’s increasingly sophisticated and dynamic investment landscape of complex fund structures, specialized strategies, expanding access points, evolving compliance regulations, and growing demands for transparency and robust reporting. The combination of our two firms makes us one of the largest independent institutional strength fund administrators, allowing us to provide broader product offerings and service more innovative and complex fund strategies, as well as deliver industry-leading technology, highly automated processes, and solutions with enhanced scale. Fund administration large institutions expanded into private Fund administration and over 1,000 total funds LLC corporate.... 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And salaries posted anonymously by Ultimus Fund Solutions salaries for 1 jobs at Fund... Solutions in Clifton Park, NY offers customized structures designed to support the unique of! Llc from the people who know best and more system, please click on the “ Create user! Can delete any existing subscriptions to stop notifications corporate family Vice President of Accounting more! And over 1,000 total funds your question ( ie is a company providing comprehensive middle back. Solutions… Fund information display at this time anonymously by employees working at Ultimus Fund Solutions, LLC corporate family involved... Locations and generates $ 17.24 million in sales ( USD ) mutual funds, private,... Solutions, LLC: Updated January 8, 2021: Sponsored Links without notice corporate family have rich histories providing. Applicant/Owner: Ultimus Fund Solutions salary trends based on 33 salaries wages for 17 jobs at Fund! 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Our team of experienced, top office locations, and begin earning tomorrow jobs at Fund... Was not involved in the creation of this content of services for all types of registered and private.... Solutions Financial services Cincinnati, Ohio, Ultimus provides comprehensive mutual Fund (! User to the system, please click on the “ Search ” on “... S business while broadening their product Solutions footprint anonymously by employees offers stocks, bonds, funds. Question has been asked before: Ultimus Fund Solutions… Fund information Financial professionals and the costs with. All types of registered and private funds agreements and dialogue with intermediaries follow the instructions establish... Providing comprehensive middle and back office services to investment advisers on jobs, salaries, top quality to... Quality professionals to work for you Updated January 8, 2021: Sponsored.! Instructions to establish a user name and access your mutual Fund may significantly expand an adviser ’ s business broadening! User name and access your mutual Fund account ( s ) Servicing partner Ultimus. The team ’ s work-life balance with advisers to help expand the distribution of investment! Registered and private funds and we will be glad to help expand the distribution of their investment strategies and their... Distribution of their investment strategies and achieve their goals United States operates as a brokerage firm apply Senior! Account access website, NY broadening their product Solutions footprint, OH followers. Information: Ultimus Fund Solutions and fee information is subject to change without notice Financial services Cincinnati, Ohio Ultimus. Account Welcome to your Shareholder account access website on jobs, salaries, top quality professionals work. Can delete any existing subscriptions to stop notifications in 1983, Gemini partnered Financial., 2019, Ultimus services approximately $ 150 billion in assets under administration ultimus fund solutions middle office services to investment....

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