Ultimus Fund Solutions Salaries trends. 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 is a company providing comprehensive middle and back office services to investment advisers. Click on a category that fits your question (ie. All rights reserved. The Ultimus Group, LLC's top competitors are CLA, Sikich and Gravitas Technology Services, LLC. 8420 UFS 8/13/2020. The MarketWatch News Department was not involved in the creation of this content. This is the Ultimus Fund Solutions company profile. 225 Pictoria Drive, Suite 450. 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. Other executives include Kevin Guerette, Senior Vice President, Director of Distribution Strategies; Nickolaus Darsch, SVP, Business Development and 14 others. Welcome to your Shareholder account access website. 2020-12-02T14:31:25-05:00 Ultimus Fund Solutions is a Trademark by Ultimus Fund Solutions, LLC, this trademark has a nationality of Ohio in the United States. The company also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. 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. Cramer Rosenthal McGlynn, LLC Selects Ultimus as Fund Servicing Partner, Ultimus, Co-Founder Dorsey Win Prestigious Year-End Awards from Global Custodian. Invested in our Clients' Success. 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. We partner with you to provide integrated and customizable services, manage complexity, and help you build critical financial industry connections … 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. Ultimus Fund Solutions, LLC has 65 total employees across all of its locations and generates $17.24 million in sales (USD). From this page you can delete any existing subscriptions to stop notifications. See the full leadership team at Craft. 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| Use the “Search” on the top right see if your question has been asked before. 17 Ultimus Fund Solutions reviews. Building valued relationships for ongoing success, Compliance solutions to keep firms up-to-date, By David James| 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. Web User Profile. DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Salaries posted anonymously by Ultimus Fund Solutions … The Company offers stocks, bonds, mutual funds, private equity, venture capital, and other investment products. Ultimus Fund Solutions | 3,864 followers on LinkedIn. There are no upcoming events to display at this time. We partner 51 Ultimus Fund Solutions jobs available on Indeed.com. 2021-01-19T12:59:31-05:00 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. Based in Cincinnati, Ohio, Ultimus provides comprehensive mutual fund administration and middle office services to investment advisers. Fund Information. © 2021 - Ultimus Fund Solutions, LLC Version 2.0.0 Version 2.0.0 Ultimus Fund Solutions LLC; Claim Share Print. All content is posted anonymously by employees working at Ultimus Fund Solutions. A free inside look at company reviews and salaries posted anonymously by employees. We also offer customized structures designed to support the unique needs of pensions, endowments, foundations, and other large institutions. Check “Subscribe” to receive notification of replies. Ultimus Fund Solutions LLC of United States operates as a brokerage firm. 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 (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. In many cases, such costs may be negotiable. Salaries posted anonymously by Ultimus Fund Solutions employees. © 2021 - Ultimus Fund Solutions, LLC Version 2.0.0 Version 2.0.0 Regulatory Docs . Launching a ’40 Act mutual fund may significantly expand an adviser’s business while broadening their product solutions footprint. 17 Ultimus Fund Solutions reviews. The MarketWatch News Department was not involved in the creation of this content. Compare pay for popular roles and read about the team’s work-life balance. Business Profile Ultimus Fund Solutions LLC. OPEN AN ACCOUNT 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 Business Development Company & Exchange Traded Closed End Funds, Mutual Fund Transfer Agency and Shareholder Servicing, Outsourced Chief Investment Officers (OCIOs). 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. Welcome to your Shareholder account access website. OPEN AN ACCOUNT Mark Identification: ULTIMUS FUND SOLUTIONS : Last Applicant/Owner: Ultimus Fund Solutions… See The Ultimus Group, LLC's revenue, employees, and funding info on Owler, the world’s largest community-based business insights platform. 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. The Ultimus Group, LLC is an Equal Opportunity Employer. Such information represents our current understanding of the described platforms and the costs associated with them. You can also sign up to get notifications for all new posts. Follow the instructions to establish a user name and access your mutual fund account(s). In 2018, it expanded into private fund administration by acquiring Woodfield Fund Administration. 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