An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2024 awards and accolades.
Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration, middle office and investor servicing solutions to support registered funds, private funds and public plans.
By combining cutting edge technology with high-touch consultative services, we provide solutions designed to meet the individual fund administration needs of various sized fund sponsors, investment managers and large institutions.
At Ultimus, we are committed to a consultative and client-centric approach, offering customizable tech-enhanced administration services for asset managers. We are proud of our effort to establish strong business partnerships and provide award-winning service. Throughout 2024 and continuing into 2025, Ultimus has received numerous industry awards that reaffirm our dedication to excellence in the fund administration and middle office space:
With Intelligence Fund Operations & Service Awards
Global Custodian Industry Leaders Awards
Global Custodian ETF & Private Equity Fund Administration Surveys
Asset Servicing Times Industry Excellence Awards
Check out all our industry awards here
Ultimus Senior Executives take center stage in a series of captivating videos to share invaluable insights and expertise. These videos demonstrate a powerful blend of leadership, industry knowledge, and forward thinking that goes into our innovative solutions.
Ultimus is looking forward to attending the ADISA 2024 Spring Conference in Los Angeles, CA on March 31-April 2, 2025. Make sure to connect with an Ultimus professional while there! For more information on this educational event, please visit: https://www.adisa.org/home
Ultimus is a proud sponsor of the 2025 GAIM Ops Cayman Conference in the Cayman Islands on April 6-9, 2025. Make sure to stop by our booth to connect with Ultimus associates in attendance to discuss Ultimus’ private fund solutions. For more information regarding this event, please visit https://informaconnect.com/gaim-ops-cayman/
Ultimus will be in attendance at the ICI Leadership Summit in Washington, DC on April 30-May 2, 2025. We look forward to a few days of education and networking time. For more information on this great event, please visit https://www.ici.org/upcoming-events
Interested in learning more about our solutions? We want to hear from you.
Institutional Strength | Boutique Service
The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.
DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.
