Ultimus Fund Solutions LLC
Ultimus Fund Solutions is one of the largest independent providers of fund administration and middle- and back-office services in the United States, serving registered and private investment products. Founded in 1999, it offers fund accounting, fund administration, transfer agent and shareholder services, and distribution for traditional and alternative funds. It employs more than 1,200 professionals servicing over 2,500 funds with more than $775 billion in assets under administration.
🏛 Regulatory Status
Recent News
Private equity firms GTCR and Stone Point Capital completed their joint acquisition of Ultimus Fund Solutions, which administers about 600 billion dollars across more than 2,100 funds.
Ultimus announced senior leadership additions to support growth across registered and private fund administration.