About Us
Ultimus Fund Solutions (Ultimus) is a leading provider of full-service fund administration, fund accounting, transfer agent and investor solutions to support servicing of registered funds, private funds, and public plans. We also offer customized structures designed for the unique needs of pensions, endowments, foundations, and large institutional investors.
Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, hiring seasoned professionals, compliance programs, and organization-wide cyber security efforts. This is exemplified by our top ranking by Global Custodian in their 2020 annual Mutual Fund Administration Survey. In fact, Ultimus has been the highest scoring administrator for six (6) consecutive years. Our consultative approach and client-centric service model helps fund sponsors and investment managers navigate the dynamic investment landscape of complex fund structures, specialized strategies, expanding access points, evolving compliance regulations, and growing demands for data transparency.
Headquartered in Cincinnati, Ohio with offices located across the United States, we are the largest independent administrator and transfer agent in the industry. Ultimus employs over 725 seasoned fund administrators, accountants, attorneys, paralegals, application developers, compliance specialists, and other domain experts. Today, Ultimus supports over 1,300 pooled funds, 3 million shareholders and 375 investment advisers, Ultimus helps investment managers and fund families flourish in today’s increasingly sophisticated investment landscape.
