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    Ultimus Fund Solutions, Llc

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    Description

    • Ultimus Fund Solutions, LLC provides highly customized and comprehensive middle and back office services to midsize and smaller investment management firms. Ultimus offers service solutions for mutual funds, including fund organization, fund administration, fund accounting, transfer agent and distribution services for both open- and closed-end funds, plus turnkey solutions for collective investment trusts. Ultimus middle office service solution for separately managed accounts and private funds encompasses managing the technology infrastructure and operations to manufacture the data, enabling delivery of detailed reports to advisors, investors, and regulators. Ultimus comprehensive services are performed by teams of accountants, attorneys, paralegals and other professionals with a wealth of financial services experience.
    • location

      Headquarters:225 Pictoria Drive Suite 450, Cincinnati, Ohio, United States

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    • Ultimus Fund Solutions, Llc phone

      Phone Number: +1 513-587-3400

    • Ultimus Fund Solutions, Llc website

      Website: https://www.ultimusfundsolutions.com

    • Ultimus Fund Solutions, Llc employees

      Employees:350

    • Ultimus Fund Solutions, Llc revenue

      Revenue:$50 - 100M

    • Ultimus Fund Solutions, Llc legal name

      Legal Name:Ultimus Fund Solutions, Llc

    • Ultimus Fund Solutions, Llc's Social Media

      Ultimus Fund Solutions, Llc linkedin Ultimus Fund Solutions, Llc facebook Ultimus Fund Solutions, Llc twitter
    • done Is this data correct?

    • |  NAICS Code: 523999  |

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    Person level website identification

    CEO for Ultimus Fund Solutions, Llc

    Gary Tenkman

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Kristin Mccann

    Chief Compliance Officer

    Brian Privor

    Chief Regulatory Officer

    Leo Payne

    Vice President, Director Of Tax Services

    Jason Stevens

    Chief Technology Officer

    Wendy Wang

    Senior Vice President, Director Of Tax And Compliance Administration

    Frequently Asked Questions regarding Ultimus Fund Solutions, Llc

    • Where are Ultimus Fund Solutions, Llc's Headquarters?

      Ultimus Fund Solutions, Llc's Headquarters are in 225 Pictoria Drive Suite 450,Cincinnati,Ohio,United States

    • What is Ultimus Fund Solutions, Llc's phone number?

      Ultimus Fund Solutions, Llc's phone number is +1 513-587-3400

    • What is Ultimus Fund Solutions, Llc's official website?

      Ultimus Fund Solutions, Llc's official website is https://www.ultimusfundsolutions.com

    • What is Ultimus Fund Solutions, Llc's Revenue?

      Ultimus Fund Solutions, Llc's revenue is $50 - 100M

    • What is Ultimus Fund Solutions, Llc's NAICS code?

      Ultimus Fund Solutions, Llc's NAICS code is 523999

    • How many employees are working in Ultimus Fund Solutions, Llc

      Ultimus Fund Solutions, Llc has 350 employees

    • What is Ultimus Fund Solutions, Llc's Industry?

      Ultimus Fund Solutions, Llc is in the industry of Financial Services

    • Who is Ultimus Fund Solutions, Llc's CEO?

      Ultimus Fund Solutions, Llc's CEO is Gary Tenkman

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