Ultimus Fund Solutions

Ultimus is honored to sponsor the Expect Miracles Foundation's Atlantic Coast Classic next week in New Jersey. This incredible event unites financial services executives for a day of networking and fundraising, all in support of life-saving cancer research and providing financial assistance to young adult cancer survivors. Together, we can make a difference, turning hope into action and creating a lasting legacy of support – because where hope thrives, miracles happen. #ExpectMiracles #AtlanticCoastClassic #UltimusFundSolutions #FundraisingForHope

Heading to the ADISA 2025 Annual Conference and Trade Show in Las Vegas next week? Be sure to connect with Ultimus team members Nick Ablahani, Mick Grunewald and Chante Schultz while you're there. They'll be ready to discuss how our consultative approach and comprehensive suite of solutions, including our turnkey Gateway platform, can support asset managers in bringing retail alternative funds to market. For more information on Ultimus' Gateway platform, please visit our website. https://trst.in/3OklDP We look forward to seeing you there. #FundAdministration #ADISA #AssetManagement #AlternativeFunds #Networking

Ultimus has been recognized as the best fund administrator firm over $100 billion AUA in the 2025 Global Custodian Private Equity Fund Administration Survey, achieving an impressive overall score of 6.93 out of 7.00—far surpassing the global industry average of 6.02. Our exceptional performance includes perfect scores in 8 of 11 categories, with particularly strong results in Technology (6.60 vs. industry average of 5.45). This marks our fifth consecutive year of high achievement, solidifying our position as a premier fund administration provider. These results underscore our client-first approach and commitment to innovation in delivering best-in-class administration services for sophisticated investment managers. Read our full press release to learn more about how we’re setting the standard in fund administration excellence. https://trst.in/qjSFfX #fundadministration #GlobalCustodian #TEAMUltimus

Connect with Chicago's top financial professionals and industry leaders at our upcoming Alts networking event. Co-sponsored by Ultimus, Cohen & Co, Wipfli, CIBC, and Faegre Drinker, this is your opportunity to forge valuable connections, discuss emerging trends, and explore new opportunities in the alternatives space. Join us for an evening of insightful conversation, food, and drinks in the heart of Chicago. Please reach out to marketing@ultimusfundsolutions.com to receive the registration link. We look forward to seeing you there! #FundAdministration #AlternativeInvestments #NetworkingEvent #FinancialServices #ChicagoAlts

Ultimus is proud to sponsor IPAVision 2025, the premier event for alternative investments, taking place September 17-19 in Boston, MA. Join us for an unparalleled opportunity to engage with industry leaders, explore the latest innovations, and expand your network. Visit the Ultimus exhibit to connect with our team, Nick Darsch, Nick Ablahani, Steve Scaringe, and Lance Christofferson, and discover how our fund administration solutions and consultative approach can support your growth. Be sure to catch Lance Christofferson’s panel, "Where the Friction Lives—Clearing the Operational Fog," on September 17 from 10:30–11:20 AM. The discussion will tackle key operational challenges, including inconsistencies across channels, transfer agent coordination, broken workflows, and the drive toward industry standardization. Experience insightful conversations, leading-edge trends, and the newest technological advancements shaping the future of alternative investments. Stay ahead in this rapidly evolving landscape. We look forward to connecting with you at the conference! #IPAVision #Ultimus #FundAdministration #AlternativeInvestments #Innovation 

Interval funds, tender offer funds, and BDCs are gaining significant traction in the alternative investment space. The democratization of alts is creating new opportunities for investment managers to reach retail investors through registered fund structures with lower minimums and greater operational efficiency. But how can firms expeditiously develop and bring these strategies to market? How do you raise capital before distribution platforms take notice? Get answers to these critical questions at our FundFire webcast on September 16 at 11:00 a.m. EDT. Our expert panel will share actionable insights on navigating the private wealth channel and developing successful registered fund offerings. Register now to secure your spot. https://trst.in/Ih6odL #FundFire #AssetManagement #AlternativeInvestments #fundadministration

Ultimus experienced an incredible few days at the @Investment Company Institute’s inaugural ETF Conference in Nashville! A heartfelt thank you to everyone who stopped by the Ultimus Custom Cowboy Hat Experience. It was a pleasure connecting with so many industry professionals, sharing insights about the fast-growing ETF space, and showcasing why Ultimus is a trusted partner for customized fund administration and ETF services. We’re grateful for the opportunity to sponsor this fantastic event and to be part of the important conversations shaping the future of ETFs. Reach out to connect with our team and discuss opportunities for launching or converting your funds. Until next time, Nashville!  https://lnkd.in/exEKnaZb #FundAdministration #TEAMUltimus #ETFs #ICI

Today, we honor those who lost their lives, those who stepped up to serve, and the countless sacrifices made after the attacks on September 11, 2001.

The alternative investment landscape is evolving rapidly, and retail investors are driving this transformation. Join our upcoming FundFire webcast on September 16 at 11:00 a.m. EDT: "Burn the Boats: How Retail Investors are Transforming Alts." Key topics include: - Registered fund structures enhancing transparency and accessibility - Opportunities and challenges in the private wealth channel - How traditional and alternative managers can coexist as competitors Featuring expert insights from Franklin Templeton, Simpson Thacher & Bartlett LLP, and Ultimus Fund Solutions. Register now to discover how your firm can navigate this market transformation and succeed in the private wealth space. https://lnkd.in/dadRMSTY #AlternativeInvestments #AssetManagement #RetailInvesting #FundAdministration

Ultimus is excited to announce that Martin Dean, President of Northern Lights Compliance LLC, will be speaking in the second webinar of MFDF's Series Trust Funds program series! On the Compliance and Board Reporting webinar, Martin will dive deep into compliance and board reporting priorities that series fund trust boards need to consider when fulfilling their oversight duties. This is a valuable opportunity to gain expert insights on navigating the complex world of series fund compliance and board governance. Mark your calendars for tomorrow, September 10 at 2:00pm ET. Register now and join us live! https://trst.in/YB8VuQ #SeriesFunds #Compliance #BoardGovernance #FinancialServices #MFDF #Ultimus #FundAdministration