Ultimus Fund Solutions

Join us at the 2024 Registered Fund Client Summit for a deep dive into effective distribution strategies. Our panel, "Tactics for Distribution Success," will cover crucial topics such as wholesaling, marketing, technology, and more. #Discover #2024Discover #2024UltimusClientSummit

Ultimus is attending the LSTA's 2024 Annual Private Credit Conference tomorrow, September 26 in New York! Ultimus is a proud member of the LSTA which allows our Private Credit professionals to contribute to this organization and help shape industry best practices that ultimately establish loan market standards and influence the market’s direction in this growing segment. Connect with Amanda Houston - VP, Private Credit, and Mick Grunewald - SVP, Business Development during the conference to learn more about our leading private credit administration solutions - our service team is ready to help regardless of your structure or strategy.

Join Ultimus LeverPoint Private Fund Solutions and other industry partners at the Chicago ALTs Networking Event, this Thursday, September 26 from 4:30-6:30pm. No set agenda—just the chance for genuine networking. Reach out to Andrew Jones or Kerric Kynard for details and the registration link . We look forward to seeing you there!

We are looking forward to hosting fund trustees during our 2024 Registered Fund Client Summit as they come together and discuss current topics including 15(c) developments along with other important issues that impact boards and the funds they service. #Discover #2024Discover #2024UltimusClientSummit

Ultimus is thrilled to announce our collaboration with PlanRock Investment Management to launch their first two actively managed exchange-traded funds (ETFs). Under a tight deadline, our extensive industry experience and connections helped PlanRock add two new products to their portfolio. By providing a comprehensive, agile turnkey solution, we ensured the seamless and efficient launch of these funds.   Read the full press release to learn more about how Ultimus empowers investment managers to expand their product offerings with confidence and trust in our services. https://trst.in/pnNpvQ #ETF #InvestmentManagement #FundLaunch #TEAMUltimus #PlanRock #ClientSuccess

Planning on attending the upcoming 2024 ICI Tax and Accounting Conference in Boca Raton, FL? If so, be sure to connect with members from our team including Joe Bree, Steve Scaringe and Kerric Kynard. We’d like to discuss how our full-service fund administration and middle office solutions can help managers navigate and flourish in today’s increasingly sophisticated and dynamic investment landscape.

The alternative investment industry's premier event is almost here! Ultimus is a proud sponsor of IPAVision 2024, happening September 23-26 in Orlando, FL. Stop by the Ultimus table exhibit to connect with Mick Grunewald and Lance Christofferson to find out more about our customizable administration solutions - from interval and tender offer funds to BDCs and REITs, our service team is ready to help regardless of your structure or strategy. #IPAVision #AlternativeInvestments

At Ultimus LeverPoint Private Fund Solutions, we are dedicated to supporting our clients by streamlining and automating the operational nuances linked to managing alternative investments. Today, we’re thrilled to announce that we’ve teamed up with Arch to empower our clients to eliminate the challenges associated with manual data gathering while streamlining fund administration workflows.   By enabling real-time data management, this partnership aims to elevate reporting standards across the private fund management industry. For more information about this dynamic collaboration, please read today’s press release here: https://trst.in/64xbG7

We are excited to provide our attendees insights on “Evolving the Front Office: Outsourced Trading" during the 2024 Ultimus Registered Fund Client Summit. The panel will explore the growing trend of investment managers outsourcing all or portions of their trading desk. By utilizing a third-party administrator, advisers can reduce their costs and shift their focus to more alpha-generating business areas. Learn more about Ultimus' outsourced trading solution here: https://lnkd.in/g7KbYZi6 #Discover #2024Discover #2024UltimusClientSummit

Ultimus is proud to celebrate Hispanic Heritage Month (September 15 - October 15). This month, we honor the many contributions of the Hispanic community to our company and industry.