Today at Arrowhead Golf Club, Ultimus LeverPoint Private Fund Solutions is honored to sponsor the annual Help for Children Denver Golf Day in their mission to combat child abuse in the Denver area. Ultimus LeverPoint, along with other sponsors, is proud to join forces as we tee off with participants from the alternative investment community. This event provides an excellent opportunity for camaraderie, networking, and making a substantial impact. Let us come together to drive change. For further details, please visit Help for Children Event. https://trst.in/ilPvoa
Ultimus LeverPoint Private Fund Solutions
Accounting
Clifton Park, New York 10,145 followers
Institutional Strength & Boutique Service. | Invested in our Clients' Success
About us
LeverPoint
- Industry
- Accounting
- Company size
- 1 employee
- Headquarters
- Clifton Park, New York
- Type
- Privately Held
- Founded
- 2007
Locations
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Primary
Get directions
5 Maxwell Drive
Suite 135
Clifton Park, New York 12065, US
Employees at Ultimus LeverPoint Private Fund Solutions
Updates
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Need real-time access to crucial fund data? Ultimus LeverPoint Private Fund Solutions's innovative web-based tool, uCONNECT®, offers clients real-time access to fund data such as Schedule of Investments (SOIs), general ledger, investor demographic data, capital transactions, and performance. This powerful tool allows for on demand comprehensive reporting, significantly reducing time and effort required from clients accessing the information they need. Our commitment to providing clients with leading-edge technology solutions underscores our position as the premier independent provider of fund administration solutions. Discover our full suite of solutions: https://lnkd.in/gVQRUqqC
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Are you up to date on the recent SEC Private Fund Adviser Rule repeal? Understanding these changes is crucial for staying compliant and strategically navigating this evolving landscape. Ultimus LeverPoint Private Fund Solutions is committed to keeping our community informed about these regulatory shifts –read our most recent blog for more information: https://trst.in/tYoX8e
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Ultimus LeverPoint Private Fund Solutions offers comprehensive Management Company solutions providing customizable, adaptable, and flexible services to streamline operations and enhance efficiency. Our dedicated team of associates offers industry experience while delivering exceptional client service, ensuring your administrative needs are met, reducing in-house resource demands or to support a complete turnkey solution. Discover how our customizable solutions can support your firm’s growth and operational excellence; Learn more here: https://trst.in/WgMXYk
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Ultimus is excited to sponsor the latest episode in the Alt Goes Mainstream podcast series. Listen to today’s podcast which features a masterclass in private markets, including discussion on its evolution and what the future holds for large and small funds alike. #alternativefunds #privatemarkets #altsgoesmainstream
Co-Founder & Partner, Broadhaven Ventures at Broadhaven Capital Partners and Founder, Alt Goes Mainstream
A masterclass in private markets. A guest who has seen it all joined the latest Alt Goes Mainstream podcast. We welcomed HgT Chairman of the Board Jim Strang to the show and school was in session. Jim is a deeply experienced private equity professional who has been part of the industry as a GP, LP, investor, consultant, and now a teacher, board member, and advisor to a number of firms, including most recently as MD & Chairman EMEA Hamilton Lane and now as an advisor to CVC Capital Partners, Bain & Company, Pictet Group Alternative Advisors. Jim and I had a fascinating conversation about the evolution of private markets and what the future holds for large and small funds alike, as well as LPs. We discussed: * The step function changes that take private markets from $15T to $30T of AUM. * Why traditional asset managers may struggle to replicate the capabilities of alternative asset managers in private markets. * The importance of partnerships having a clear ambition and alignment if they want to build a scaled platform. * The challenges that managers in the middle face as large platforms and specialist managers are the differentiated firms in the eyes of LPs. * Why GPs need to find innovative solutions to address the needs of different types of investors. * Why building a strong brand is crucial to success in the wealth channel. Thanks Jim for sharing your wisdom and experience on private markets. We also welcome our new sponsor to Alt Goes Mainstream. We are thrilled to announce Ultimus Fund Solutions as podcast sponsor. This episode is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. https://lnkd.in/eJ_enGzQ
🎙HgCapital Trust's Chairman of the Board Jim Strang - a masterclass in private markets
altgoesmainstream.substack.com
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Join Ultimus LeverPoint Private Fund Solutions and Help For Children next week for a day of golf to support the prevention and treatment of child abuse in the Denver area. The annual event will take place on June 13 at the Arrowhead Golf Club in Littleton, CO. We are excited to sponsor this important cause and look forward to a successful day on the greens with the alternative investment industry. Interested in participating? Reach out to Joseph Koehler, CFP® or Nickolaus Darsch for more information. For event details, visit https://trst.in/3GeaXu
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May is Mental Health Awareness Month. At Ultimus, we feel it is crucial to remember that prioritizing our mental well-being is not just a one-month endeavor but is a year-round commitment. Maintaining a healthy work-life balance is essential for our associates as it increases productivity, overall health and happiness.
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Join Ultimus LeverPoint Private Fund Solutions and Help For Children for a day of golf with the alternative investment industry to support the prevention and treatment of child abuse in the Denver area. https://lnkd.in/eNRWxpRt We look forward to sponsoring this golf day event on June 13 at the Arrowhead Golf Club, in Littleton, CO. Looking to join? Contact Joseph Koehler, CFP® or Nick Darsch for more information.
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Today, we pause to remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice and courage will never be forgotten. Let us reflect on their legacy and express our deepest gratitude. #MemorialDay
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At Ultimus LeverPoint Private Fund Solutions, we excel in delivering award winning Fund Administration services tailored to your unique needs. As your partner, we navigate the complexities of Fund Accounting with accuracy and timeliness across the various asset classes and strategies, serving as an extension of your firm. Our experienced team coupled with industry-leading technology are committed to supporting your overall business strategy. Learn more here: https://lnkd.in/gVQRUqqC
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