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Ultimus Fund Solutions acquires fund admin firm
21 August 2019 Cincinnati
Reporter: Jenna Lomax

Ultimus Fund Solutions is to acquire LeverPoint Management for fund administration services

Ultimus Fund Solutions bolsters business development team
15 August 2019 Cincinnati
Reporter: Jenna Lomax

Ultimus Fund Solutions has appointed Nickolaus Darsch as senior vice president of business development

Ultimus and Gemini appoint Ian Martin
20 March 2019 London
Reporter: Jenna Lomax

Ultimus Fund Solutions and Gemini have appointed Ian Martin as chief administrative officer

Ultimus Fund Solutions bolsters team
14 March 2019 Cincinnati
Reporter: Jenna Lomax

Ultimus Fund Solutions has appointed Gary Harris as executive vice president, director of sales, effective immediately

NAFAA marks its first birthday
05 February 2019 Boston
Reporter: Becky Butcher

The North American Fund Administration Association marked its first birthday on 1 February

Chartwell reselects Ultimus for fund admin services
28 November 2018 Cincinnati
Reporter: Becky Butcher

Ultimus Fund Solutions has been selected by Chartwell Investment Partners to provide fund administration services for its five mutual funds

GTCR combines Ultimus and Gemini Companies
20 November 2018 Cincinnati
Reporter: Jenna Lomax

GTCR, a US private equity firm, has entered into an agreement to separately acquire Ultimus Fund Solutions and Gemini Companies

NAFAA accepts Ultimus as new member
28 September 2018 Boston
Reporter: Jenna Lomax

The North American Fund Administration Association has accepted Ultimus Fund Solutions as a member of its association

Ultimus announces new general counsel
10 August 2018 Ohio
Reporter: Maddie Saghir

Ultimus has appointed a new general counsel and director of fund administration

Ultimus Fund Solutions acquires private fund servicing business
13 April 2018 Chicago
Reporter: Jenna Lomax

Ultimus Fund Solutions has acquired Woodfield Fund Administration, a privately-owned private fund administration firm headquartered in Chicago, Illinois

Ryan Labs mandates Ultimus for new fund
02 February 2015 New York
Reporter: Stephanie Palmer

Ryan Labs Asset Management has chosen Ultimus Fund Solutions to provide fund administration services for its recently-launched fixed-income mutual fund...

Ultimus fund services for Pinnacle
09 July 2014 Cincinnati
Reporter: Catherine Van de Stouwe

Ultimus Funds Solutions has been chosen by Pinnacle Capital Management Funds Trust to provide fund accounting, fund administration and transfer agent services for the trust’s 1789 growth and income fund...