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