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Ultimus Fund Solutions

Ultimus Fund Solutions

Ultimus Fund Solutions Summary

Company summary

Overview
Ultimus Fund Solutions is a company providing comprehensive middle and back office services to investment advisers. Its solutions include fund and legal administration, fund accounting, transfer agency and shareholder services, fund compliance, distribution, portfolio accounting, investor servicing, treasury services, and audit and tax management.
Type
Private
Founded
1999
HQ
Cincinnati, OH, US | view all locations
Website
https://www.ultimusfundsolutions.com/
Cybersecurity rating
Sectors

Key people

  • Gary Tenkman

    Gary Tenkman, Chief Executive Officer

    • Kevin Guerette

      Kevin Guerette, Senior Vice President, Director of Distribution Strategies

      • Nickolaus Darsch

        Nickolaus Darsch, SVP, Business Development

        • Mick Grunewald

          Mick Grunewald, VP, Business Development

          LocationsView all

          8 locations detected

          • Cincinnati, OH HQ

            United States

            225 Pictoria Dr #450

          • Chicago, IL

            United States

            230 W Monroe St #1150

          • Columbus, OH

            United States

            2 Easton Oval #300

          • Denver, CO

            United States

            633 17th Street, 633 17th St #2300

          • Hauppauge, NY

            United States

            80 Arkay Dr #110

          • Indianapolis, IN

            United States

            9465 Counselors Row #200

          and 2 others

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