Ultimus Fund Solutions

Ultimus Fund Solutions is proud to sponsor the @Investment Company Institute Leadership Summit May 21-23! Ultimus’ Gary Tenkman, Gary Harris, Nick Darsch, Shannon Thibeaux-Burgess, Joe Bree, and Kerric Kynard will be in attendance and look forward to connecting with industry colleagues to discuss our comprehensive suite of tech-enabled fund services and middle office solutions.    In honor of #100YearsofMutualFunds, we are excited to join ICI in Washington, D.C. Ultimus' history of supporting asset management professionals with mutual funds and other pooled investments continues to flourish. As we head to Washington, we look forward to sharing our industry knowledge, connecting with industry professionals, and learning more about current industry matters affecting the asset management industry. We hope to see you there!

We would like to congratulate the 2023 – 2024 LEAD participants for successfully completing Ultimus' emerging leadership program! This marks the 7th annual graduating class of Ultimus' Leadership Exploration and Development (LEAD) Program.   This program provides opportunities for associates from all teams within the organization to develop leadership skills and engage in self-reflection and discovery. The LEAD Program focuses on three key components: CONNECTION, DEVELOPMENT, and EMPOWERMENT. Associates selected for this program possess a growth mindset and look to improve their knowledge and skills needed to be successful leaders.    We are proud of the growth and commitment that these associates have demonstrated in the last year throughout the program. We look forward to their continued achievements!  #leadership #teamwork #TEAMUltimus #LEAD

Attending the inaugural Global Takeoff Summit in New York today? Ultimus LeverPoint Private Fund Solutions is proud to sponsor the 2024 Global Takeoff Summit. Andrew Jones and Maureen Fitzpatrick are looking forward to connecting with industry colleagues today, at this premier event. This industry summit will allow LPs and GPs to collaborate on best practices to ensure continued out-performance and accessibility to new creators and investors. Ultimus LeverPoint is a leading boutique Fund Administrator, providing accounting and administration services to Alternative Asset managers. Learn more here: https://trst.in/shidBc

Did you miss our April blog? Are you an adviser looking to gain clarity on new SEC Rule obligations? Ultimus LeverPoint Private Fund Solutions most recent blog will help you understand the new SEC rules and explore what is needed to meet the updated regulations and requirements.   Partnering with a fund administrator can play a pivotal role in navigating the intricacies of compliance, and the team at Ultimus LeverPoint is here to help.

Ultimus associates are looking forward to participating in today’s Greater Cincinnati Mutual Fund Association's Annual Meeting. We are especially eager to hear from keynote speaker, Erica Richardson, Chief Strategic Communications Officer at ICI. As a proud supporter of GCMFA, Ultimus shares in its goal to collaborate and educate within the fund services industry. #100yearsofmutualfunds

Ultimus is thrilled to support the launch of CAZ Investments new tender offer fund. This marks a monumental step for CAZ as they debut their first publicly offered investment vehicle, aimed at diversifying and enhancing investor access to private markets. Ultimus’ innovative fund administration solutions, deep registered fund experience, and cutting-edge technology support asset managers as they look to expand their product offerings into the registered fund space. #UltimusFundSolutions #CAZInvestments #InvestmentInnovation #FundLaunch #RegisteredFunds

Ultimus is thrilled to support the launch of CAZ Investments new tender offer fund. This marks a monumental step for CAZ as they debut their first publicly offered investment vehicle, aimed at diversifying and enhancing investor access to private markets. Ultimus’ innovative fund administration solutions, deep registered fund experience, and cutting-edge technology support asset managers as they look to expand their product offerings into the registered fund space. #UltimusFundSolutions #CAZInvestments #InvestmentInnovation #FundLaunch #RegisteredFunds

Throughout the month of April, Ultimus proudly supported the Ronald McDonald House Charities. Ultimus associates raised over $3,300 and assembled 380+ care kits to brighten the lives of children and families nationwide. Together we can make a difference!  #RMHC #TEAMUltimus

Ultimus is proud to be a Community Sponsor of the 2024 SecureFutures Investment Conference. Associates Joe Bree, Nathan Moldenhauer, and Amber Kruger will be in Milwaukee, WI on May 14 to support the SecureFutures cause of financial literacy for teenagers and hear from top professionals about today's most compelling investment practices. We look forward to connecting with attendees and discussing how Ultimus helps asset managers optimize investment operations with our tech driven enterprise-wide investment management solutions.

Ultimus LeverPoint is looking forward to co-hosting tonight’s Alts Networking Event in Chicago from 5:00 – 7:00pm at South Branch Tavern & Grille. Join us for a cocktail event while engaging with asset managers and peer professionals to develop meaningful, lasting connections. We look forward to seeing you there!