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