UMB FUND SERVICES

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UMB Fund Services is a financial services company that provides mutual fund services and alternative investment services.

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UMB FUND SERVICES

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Industry:
Banking Crowdfunding Financial Services Venture Capital

Founded:
1948-01-01

Address:
Milwaukee, Wisconsin, United States

Country:
United States

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

Total Employee:
251+

Status:
Active

Contact:
888.844.3350

Technology used in webpage:
Domain Not Resolving SPF Amazon HSTS CrUX Dataset Pound Sterling Japanese Yen Amazon Route 53 CrUX Top 5m Amazon Frankfurt Region


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Current Employees Featured

maureen-quill_image

Maureen Quill
Maureen Quill Executive Vice President, Executive Director Registered Funds, UMB Fund Services @ UMB Fund Services
Executive Vice President, Executive Director Registered Funds, UMB Fund Services

Official Site Inspections

http://www.umbfs.com Semrush global rank: 3.18 M Semrush visits lastest month: 4.72 K

  • Host name: wildredir.toc.umb.com
  • IP address: 198.153.253.231
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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More informations about "UMB Fund Services"

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UMBFS launches second RFS platform . Asset Servicing Times. Read more . SVG. Best Administrator - GP's with Assets <$30B . 2021-2023 Private Equity Wire US Awards. SVG. Best Interval Fund Administrator . 2019-2023 Fund โ€ฆSee details»

Alternative Investment Fund Administration Services

Highly customizable, state-of-the-art technology . UMBโ€™s AltPro® is a unique, proprietary system for alternative fund administration, accounting and investor servicing that our clients consider superior to competing off-the-shelf systems.See details»

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Whether you have a private or a registered alt fund, UMB Fund Services is ready to serve your needs. We offer deep expertise, unparalleled service, leading-edge technology, and the โ€ฆSee details»

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Is your data currently spread across different systems and multiple spreadsheets? Take control with AltPro from UMB Fund Services. AltPro consolidates your investor, investment and fund information in a single platform.See details»

Alternative Fund Advisors Selects UMB Fund Services to Provide โ€ฆ

Aug 17, 2021 UMBFS will provide transfer agency, fund accounting, tax reporting and fund administration for AFAโ€™s fund, while UMB Bank, n.a. will provide custody services. โ€œWe are โ€ฆSee details»

UMB Fund Services rebrands alternative investment services โ€ฆ

Apr 5, 2010 UMBFS, which commenced operations in 1990 as a provider of back-office services for mutual funds, expanded its offerings in 2002 to include services for alternative investment โ€ฆSee details»

Alternative Fund Advisors partners with UMB Fund Services

Aug 20, 2021 In 2020, the Mutual Fund Service Guide ranked UMBFS as the top transfer agency for US registered closed-end funds based on the number of accounts serviced. Private โ€ฆSee details»

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Middle-office services. We can simplify your internal operations and allow you to focus on your core strengths. Our knowledgeable mutual fund servicing team and technology are ready to โ€ฆSee details»

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Nov 30, 2023 UMBFS, who provides fund administration, fund accounting, custody, transfer agency and distribution services for StepStoneโ€™s flagship fund, recently assisted with the โ€ฆSee details»

Statements - UMB

Periodic Activity; To view your periodic statements, pick the one you want to see and click "view". To request statements not listed, please contactSee details»

UMB Alternative Investment Services - Investment Company

Investment Company. To access your account please select the investment company in which you are invested.See details»

UMBFS and StepStone expand partnership - Asset Servicing Times

Dec 4, 2023 UMBFS currently provides fund administration, fund accounting, custody, transfer agency and distribution services to StepStoneโ€™s flagship fund, StepStone Private Markets. โ€ฆSee details»

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