Ultimus Fund Solutions is a Trademark by Ultimus Fund Solutions, LLC, this trademark has a nationality of Ohio in the United States. 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. 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 … 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. 2 salaries for 1 jobs at Ultimus Fund Solutions in Clifton Park, NY. 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 is built from the strategic combination of Ultimus Fund Solutions, LLC and the Gemini Companies (Gemini), which came together in February 2019. General, Marketing, etc.). | $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. CINCINNATI OFFICE. In many cases, such costs may be negotiable. Ultimus Fund Solutions General Information Description. Based in Cincinnati, Ohio, Ultimus provides comprehensive mutual fund administration and middle office services to investment advisers. 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. 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. Business Development Company & Exchange Traded Closed End Funds, Mutual Fund Transfer Agency and Shareholder Servicing, Outsourced Chief Investment Officers (OCIOs). Salaries posted anonymously by Ultimus Fund Solutions … 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. Ultimus Fund Solutions Salaries trends. If you are a new user to the system, please click on the “Create New User” link below. Ultimus Fund Solutions LLC. Welcome to the TrustINdiana Transactional Portal Join today, and begin earning tomorrow! Cramer Rosenthal McGlynn, LLC Selects Ultimus as Fund Servicing Partner, Ultimus, Co-Founder Dorsey Win Prestigious Year-End Awards from Global Custodian. 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. Print; Logout. Copyright © document.write(new Date().getFullYear()) Ultimus Fund Solutions, Terms of Use Glassdoor gives you an inside look at what it's like to work at Ultimus Fund Solutions, including salaries, reviews, office photos, and more. All rights reserved. Mark Identification: ULTIMUS FUND SOLUTIONS : Last Applicant/Owner: Ultimus Fund Solutions… 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 [...]. The Ultimus Group, LLC is an Equal Opportunity Employer. Building valued relationships for ongoing success, Compliance solutions to keep firms up-to-date, By David James| 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 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. Follow the instructions to establish a user name and access your mutual fund account(s). 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. 225 Pictoria Drive, Suite 450. Welcome to your Shareholder account access website. 17 Ultimus Fund Solutions reviews. 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. From this page you can delete any existing subscriptions to stop notifications. All content is posted anonymously by employees working at Ultimus Fund Solutions. 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| All pricing and fee information is subject to change without notice. Find out what works well at Ultimus Fund Solutions, LLC from the people who know best. 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. Based in Cincinnati, Ohio, Ultimus provides comprehensive mutual fund administration and middle office services to investment advisers. Forgot your password? E-Docs . Forgot your password? Mutual Funds. 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. You can also sign up to get notifications for all new posts. Business Profile Ultimus Fund Solutions LLC. 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. 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. 8044 UFS 7/18/2019 Privacy Policy Ultimus Fund Solutions (Ultimus) is a trusted business partner to asset managers, delivering customized Fund Administration solutions. Visit Us. Welcome to the FLCLASS Transactional Portal Join today, and begin earning tomorrow! Loading… User Name Log in. As of June 30, 2019, Ultimus services approximately $150 billion in assets under administration and over 1,000 total funds. If you are a new user to the system, please click on the “Create New User” link below. Contact us today. 8421 UFS 8/13/2020 Online Privacy Policy The Ultimus Group, LLC is an Equal Opportunity Employer. 2021-01-14T14:21:51-05:00 We work closely with advisers to help expand the distribution of their investment strategies and achieve their goals. Provider of mutual fund management services to small-and medium-sized fund groups. OPEN AN ACCOUNT A free inside look at Ultimus Fund Solutions salary trends based on 33 salaries wages for 17 jobs at Ultimus Fund Solutions. DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Click on a category that fits your question (ie. We also offer customized structures designed to support the unique needs of pensions, endowments, foundations, and other large institutions. The company also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. The Ultimus Group, LLC's top competitors are CLA, Sikich and Gravitas Technology Services, LLC. Invested in our Clients' Success. A free inside look at company reviews and salaries posted anonymously by employees. 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. 2021-01-13T08:46:12-05:00 Trademark Introduction: ULTIMUS FUND SOLUTIONS TRADEMARK INFORMATION: ULTIMUS FUND SOLUTIONS, LLC: Updated January 8, 2021: Sponsored Links. Welcome to the FLCLASS Transactional Portal Join today, and begin earning tomorrow! Ultimus Fund Solutions is a company providing comprehensive middle and back office services to investment advisers. 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. Uncover why Ultimus Fund Solutions, LLC is … Welcome to your Shareholder account access website. 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. 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. OPEN AN ACCOUNT The MarketWatch News Department was not involved in the creation of this content. For assistance call 800-932-3271 and we will be glad to help you. A Strong and Stable Fund Servicing Partner. Ultimus Fund Solutions LLC of United States operates as a brokerage firm. 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 © 2021 - Ultimus Fund Solutions, LLC Version 2.0.0 Version 2.0.0 Check “Subscribe” to receive notification of replies. © 2021 - Ultimus Fund Solutions, LLC Version 2.0.0 Version 2.0.0 Launching a ’40 Act mutual fund may significantly expand an adviser’s business while broadening their product solutions footprint. Enter your User Name. WOBURN, Mass. For fund sponsor and investment managers, vendors should act as an extension of your business, and as [...], By Kerri Fronczak, AVP, SunStar Strategic| First Name * Last Name * Title * Company * Email * Phone * City * State * Please select the product/service you are interested in obtaining information about: * Message * CAPTCHA. 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. January 12, 2021|Categories: Cyber Security, Legal Fund Administration, Registered Funds|, Introduction Performing due diligence on vendors is a critical risk mitigation measure. 2020-12-02T14:31:25-05:00 Are we at an inflection point for sustainable investing? Under this agreement, Ultimus will provide fund accounting, administration, transfer agency and shareholder services to the CRM five mutual funds […] Regulatory Docs . 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