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