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Business Profile Ultimus Fund Solutions LLC. General, Marketing, etc.). 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. 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. See the full leadership team at Craft. Invested in our Clients' Success. 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. Based in Cincinnati, Ohio, Ultimus provides comprehensive mutual fund administration and middle office services to investment advisers. 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 … Loading… User Name Log in. He believes we’re at an inflection point [...], By Katie Guy| Regulatory Docs . 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. Launching a ’40 Act mutual fund may significantly expand an adviser’s business while broadening their product solutions footprint. Starting in 1983, Gemini partnered with financial professionals and the investment community to provide an ever-expanding suite of services for their investment products. Welcome to the VIP Transactional Portal Join today, and begin earning tomorrow! Ultimus Fund Solutions LLC. Follow the instructions to establish a user name and access your mutual fund account(s). Ultimus ®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ to develop this innovative solution. DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. 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. Business Development Company & Exchange Traded Closed End Funds, Mutual Fund Transfer Agency and Shareholder Servicing, Outsourced Chief Investment Officers (OCIOs). Follow the instructions to establish a user name and access your mutual fund account(s). Welcome to the FLCLASS Transactional Portal Join today, and begin earning tomorrow! If you are a new user to the system, please click on the “Create New User” link below. There are 6 companies in the Ultimus Fund Solutions, LLC corporate family. The MarketWatch News Department was not involved in the creation of this content. All content is posted anonymously by employees working at Ultimus Fund Solutions. Ultimus Fund Solutions LLC; Claim Share Print. You can also sign up to get notifications for all new posts. 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 Forgot your password? Use the “Search” on the top right see if your question has been asked before. 8421 UFS 8/13/2020 Online Privacy Policy This is the Ultimus Fund Solutions company profile. Use the “Search” on the top right see if your question has been asked before. Based in Cincinnati, Ohio, Ultimus provides comprehensive mutual fund administration and middle office services to investment advisers. Other executives include Kevin Guerette, Senior Vice President, Director of Distribution Strategies; Nickolaus Darsch, SVP, Business Development and 14 others. DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. 8420 UFS 8/13/2020. Ultimus Fund Solutions provides investment firms with customizable, full-service administration, accounting, and investor servicing solutions. 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). Compare pay for popular roles and read about the team’s work-life balance. A free inside look at Ultimus Fund Solutions salary trends based on 33 salaries wages for 17 jobs at Ultimus Fund Solutions. Are we at an inflection point for sustainable investing? Ultimus Fund Solutions | 3,864 followers on LinkedIn. Building valued relationships for ongoing success, Compliance solutions to keep firms up-to-date, By David James| The company also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. First Name * Last Name * Title * Company * Email * Phone * City * State * Please select the product/service you are interested in obtaining information about: * Message * CAPTCHA. 17 Ultimus Fund Solutions reviews. Welcome to your Shareholder account access website. © 2021 - Ultimus Fund Solutions, LLC Version 2.0.0 Version 2.0.0 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. 8044 UFS 7/18/2019 Privacy Policy Welcome to your Shareholder account access website. CINCINNATI OFFICE. Welcome to the TrustINdiana Transactional Portal Join today, and begin earning tomorrow! See The Ultimus Group, LLC's revenue, employees, and funding info on Owler, the world’s largest community-based business insights platform. 2021-01-14T14:21:51-05:00 All content is posted anonymously by employees working at Ultimus Fund Solutions. In many cases, such costs may be negotiable. E-Docs . Welcome to the NYCLASS 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. All pricing and fee information is subject to change without notice. Click on a category that fits your question (ie. Trademark Introduction: ULTIMUS FUND SOLUTIONS TRADEMARK INFORMATION: ULTIMUS FUND SOLUTIONS, LLC: Updated January 8, 2021: Sponsored Links. Ultimus Fund Solutions's Chief Executive Officer is Gary Tenkman. For assistance call 800-932-3271 and we will be glad to help you. For fund sponsor and investment managers, vendors should act as an extension of your business, and as [...], By Kerri Fronczak, AVP, SunStar Strategic| A free inside look at Ultimus Fund Solutions salary trends based on 33 salaries wages for 17 jobs at Ultimus Fund Solutions. 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. The Ultimus Group, LLC's top competitors are CLA, Sikich and Gravitas Technology Services, LLC. From this page you can delete any existing subscriptions to stop notifications. General, Marketing, etc.). 2020-12-02T14:31:25-05:00 OPEN AN ACCOUNT We also offer customized structures designed to support the unique needs of pensions, endowments, foundations, and other large institutions. Click on a category that fits your question (ie. Copyright © document.write(new Date().getFullYear()) Ultimus Fund Solutions, Terms of Use 2021-01-13T08:46:12-05:00 Visit Us. 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. Print; Logout. Welcome to your Shareholder account access website. Ultimus Fund Solutions Salaries trends. 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. Salaries posted anonymously by Ultimus Fund Solutions employees in Clifton Park, NY. 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. 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. If you are a new user to the system, please click on the “Create New User” link below. Find out what works well at Ultimus Fund Solutions, LLC from the people who know best. Business Profile. 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. Copyright © document.write(new Date().getFullYear()) Ultimus Fund Solutions, Terms of Use OPEN AN ACCOUNT 17 Ultimus Fund Solutions reviews. Boutique Service & Institutional Strength. 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 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. From this page you can delete any existing subscriptions to stop notifications. Glassdoor gives you an inside look at what it's like to work at Ultimus Fund Solutions, including salaries, reviews, office photos, and more. 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. 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. We partner with you to provide integrated and customizable services, manage complexity, and help you build critical financial industry connections … 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. 8421 UFS 8/13/2020 Online Privacy Policy 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. 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. Contact us today. 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| Ultimus Fund Solutions, LLC is located in Cincinnati, OH, United States and is part of the Investment Firms Industry. Get the inside scoop on jobs, salaries, top office locations, and CEO insights. As of June 30, 2019, Ultimus services approximately $150 billion in assets under administration and over 1,000 total funds. 225 Pictoria Drive, Suite 450. 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. © 2021 - Ultimus Fund Solutions, LLC Version 2.0.0 Version 2.0.0 Forgot your password? 8044 UFS 7/18/2019 Privacy Policy Glassdoor gives you an inside look at what it's like to work at Ultimus Fund Solutions, including salaries, reviews, office photos, and more. Ultimus and Gemini both have rich histories of providing administration services for all types of registered and private funds. 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 [...]. Welcome to the TrustINdiana Transactional Portal Join today, and begin earning tomorrow! Check “Subscribe” to receive notification of replies. All rights reserved. Web User Profile. All pricing and fee information is subject to change without notice. Such information represents our current understanding of the described platforms and the costs associated with them. If you are a new user to the system, please click on the “Create New User” link below. In many cases, such costs may be negotiable. Salaries posted anonymously by Ultimus Fund Solutions … Ultimus Fund Solutions is a company providing comprehensive middle and back office services to investment advisers. Welcome to the FLCLASS Transactional Portal Join today, and begin earning tomorrow! OPEN AN ACCOUNT If you are a new user to the system, please click on the “Create New User” link below. Based in Cincinnati, Ohio, Ultimus provides comprehensive mutual fund administration and middle office services to investment advisers. Enter your User Name. Mutual Funds. Ultimus Fund Solutions (Ultimus) is a trusted business partner to asset managers, delivering customized Fund Administration solutions. The company also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus Fund Solutions, LLC has 65 total employees across all of its locations and generates $17.24 million in sales (USD). Ultimus Fund Solutions is a Trademark by Ultimus Fund Solutions, LLC, this trademark has a nationality of Ohio in the United States. A free inside look at company reviews and salaries posted anonymously by employees. Mark Identification: ULTIMUS FUND SOLUTIONS : Last Applicant/Owner: Ultimus Fund Solutions… 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. The Ultimus Group, LLC is an Equal Opportunity Employer. Ultimus Fund Solutions Financial Services Cincinnati, OH 3,864 followers Boutique Service & Institutional Strength. Under this agreement, Ultimus will provide fund accounting, administration, transfer agency and shareholder services to the CRM five mutual funds […] Welcome to your Shareholder account access website. 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. WOBURN, Mass. 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 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. 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”. 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. The MarketWatch News Department was not involved in the creation of this content. Follow the instructions to establish a user name and access your mutual fund account(s). OPEN AN ACCOUNT 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. Follow the instructions to establish a user name and access your mutual fund account(s). 8420 UFS 8/13/2020. OPEN AN ACCOUNT Cramer Rosenthal McGlynn, LLC Selects Ultimus as Fund Servicing Partner, Ultimus, Co-Founder Dorsey Win Prestigious Year-End Awards from Global Custodian. A Strong and Stable Fund Servicing Partner. | $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. OPEN AN ACCOUNT You can also sign up to get notifications for all new posts. Fund Information. Ultimus Fund Solutions LLC of United States operates as a brokerage firm. The Company offers stocks, bonds, mutual funds, private equity, venture capital, and other investment products. 51 Ultimus Fund Solutions jobs available on Indeed.com. 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. We partner Check “Subscribe” to receive notification of replies. Salaries posted anonymously by Ultimus Fund Solutions employees. In 2018, it expanded into private fund administration by acquiring Woodfield Fund Administration. Provider of mutual fund management services to small-and medium-sized fund groups. Apply to Senior Staff Accountant, Fund Manager, Vice President of Accounting and more! We work closely with advisers to help expand the distribution of their investment strategies and achieve their goals. Business Profile. 2 salaries for 1 jobs at Ultimus Fund Solutions in Clifton Park, NY. A free inside look at company reviews and salaries posted anonymously by employees. 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. This is the Ultimus Fund Solutions company profile. Uncover why Ultimus Fund Solutions, LLC is … There are no upcoming events to display at this time. The Ultimus Group, LLC is an Equal Opportunity Employer. 2021-01-19T12:59:31-05:00 At Ultimus, we invest in best-in-class technology and put our team of experienced, top quality professionals to work for you. Ultimus Fund Solutions General Information Description. January 12, 2021|Categories: Cyber Security, Legal Fund Administration, Registered Funds|, Introduction Performing due diligence on vendors is a critical risk mitigation measure. Such information represents our current understanding of the described platforms and the costs associated with them. All rights reserved. Capital, and other large institutions Solutions 's Chief Executive Officer is Tenkman! Also sign up to get notifications for all new posts with advisers to expand. Scoop on jobs, salaries, top quality professionals to work for you of Accounting and more trusted partner! Your Shareholder account access website professionals and the investment community to provide an ever-expanding suite of services their... Display at this time brokerage firm jobs at Ultimus Fund Solutions assistance call 800-932-3271 and we will be glad help. 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