ULTIMUS FUND SOLUTIONS

ultimus-fund-solutions-logo

Based in Cincinnati, Ohio, Ultimus is one of the largest independent providers of mutual fund services in the country. They provide organizational services, fund accounting, fund administration, transfer agent and shareholder services for open-end funds. They also provide fund administration and fund accounting services to closed-end funds. Their experienced teams of accountants, attorneys, paralegals and other professionals work closely with clients to achieve their goals for their mutual funds... . Ultimus was founded in 1999 to meet the needs of small and mid-sized fund companies. And while they're much larger today, they've purposefully managed their growth to maintain their hallmark personal service. They look forward to maintaining their high quality service while strategically growing the business.

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ULTIMUS FUND SOLUTIONS

Social Links:

Industry:
Consulting Finance Financial Services Information Technology

Founded:
1999-01-01

Address:
Cincinnati, Ohio, United States

Country:
United States

Website Url:
http://www.ultimusfundsolutions.com

Total Employee:
501+

Status:
Active

Contact:
+1 (513) 587-3400

Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Google Font API Google Tag Manager WordPress Google Analytics Content Delivery Network LetsEncrypt Amazon


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Current Advisors List

tom-gavin_image

Tom Gavin Board Chair and Investor @ Ultimus Fund Solutions
Board_member
2019-01-01

Current Employees Featured

theresa-bridge_image

Theresa Bridge
Theresa Bridge Senior Vice President, Financial Administration @ Ultimus Fund Solutions
Senior Vice President, Financial Administration
2020-06-01

mark-seger_image

Mark Seger
Mark Seger Vice Chairman, Co-Founder @ Ultimus Fund Solutions
Vice Chairman, Co-Founder
2019-02-01

jason-stevens_image

Jason Stevens
Jason Stevens EVP and Chief Technology Officer @ Ultimus Fund Solutions
EVP and Chief Technology Officer
2015-08-01

ian-martin_image

Ian Martin
Ian Martin EVP and Chief Administrative Officer @ Ultimus Fund Solutions
EVP and Chief Administrative Officer
2019-02-01

david-james_image

David James
David James Executive Vice President and Chief Legal and Risk Officer @ Ultimus Fund Solutions
Executive Vice President and Chief Legal and Risk Officer
2018-07-01

theresa-bridge_image

Theresa Bridge
Theresa Bridge Vice President, Director of Financial Adminstration @ Ultimus Fund Solutions
Vice President, Director of Financial Adminstration
2015-09-01

michael-k-neborak_image

Michael K. Neborak
Michael K. Neborak Executive Vice President and Chief Financial Officer @ Ultimus Fund Solutions
Executive Vice President and Chief Financial Officer
2020-04-01

gary-tenkman_image

Gary Tenkman
Gary Tenkman Managing Director @ Ultimus Fund Solutions
Managing Director

dave-carson_image

Dave Carson
Dave Carson SVP, Client Strategies - President, Ultimus Managers Trust and Unified Series Trust @ Ultimus Fund Solutions
SVP, Client Strategies - President, Ultimus Managers Trust and Unified Series Trust
2013-03-01

gary-tenkman_image

Gary Tenkman
Gary Tenkman CEO @ Ultimus Fund Solutions
CEO
2019-02-01

Founder


bob-dorsey_image

Bob Dorsey

mark-seger_image

Mark Seger

Acquisitions List

Date Company Article Price
2019-08-21 LeverPoint LeverPoint acquired by Ultimus Fund Solutions N/A
2018-11-19 the Gemini Companies the Gemini Companies acquired by Ultimus Fund Solutions N/A
2018-04-11 Woodfield Fund Administration Woodfield Fund Administration acquired by Ultimus Fund Solutions N/A

Investors List

llr-partners_image

LLR Partners

LLR Partners investment in Private Equity Round - Ultimus Fund Solutions

Official Site Inspections

http://www.ultimusfundsolutions.com Semrush global rank: 1.18 M Semrush visits lastest month: 23.05 K

  • Host name: 46.202.94.87
  • IP address: 46.202.94.87
  • Location: Ukraine
  • Latitude: 50.4522
  • Longitude: 30.5287
  • Timezone: Europe/Kiev

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