Ultimus

Meketa Capital Launches Infrastructure Interval Fund with Assistance from Ultimus

Retrieved on: 
Tuesday, March 5, 2024

CINCINNATI, March 05, 2024 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce Meketa Capital , has launched its first investment product offering in the ’40 Act registered fund space.

Key Points: 
  • CINCINNATI, March 05, 2024 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce Meketa Capital , has launched its first investment product offering in the ’40 Act registered fund space.
  • Meketa Capital, a subsidiary of Meketa Investment Group specializing in delivering private market investment solutions to financial intermediaries and their clients, launched an infrastructure interval fund in late January.
  • This evergreen interval fund, registered under the Investment Company Act of 1940, is Meketa Capital’s first proprietary registered fund offering.
  • As an experienced fund servicing partner, Ultimus holistically assists asset management firms looking to launch complex fund structures such as interval and tender offer closed-end funds.

Grandeur Peak Selects Ultimus as Enterprise Service Partner

Retrieved on: 
Tuesday, January 9, 2024

CINCINNATI, Jan. 09, 2024 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce it was recently engaged for services by Grandeur Peak Global Advisors (Grandeur Peak ).

Key Points: 
  • CINCINNATI, Jan. 09, 2024 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce it was recently engaged for services by Grandeur Peak Global Advisors (Grandeur Peak ).
  • Ultimus was selected to provide an enterprise-wide solution for Grandeur Peak that includes middle office operations, as well as fund administration for private funds and mutual funds.
  • Ultimus worked with Grandeur Peak to deliver a solution built on a single investment book of record.
  • We’re proud to offer extremely effective technology applications to help clients like Grandeur Peak achieve their business goals.”

Ultimus LeverPoint Seizes Top Award at Industry Ceremony

Retrieved on: 
Tuesday, December 5, 2023

CLIFTON PARK, N.Y., Dec. 05, 2023 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus LeverPoint), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is honored to announce it received the top industry award at the 2023 Global Custodian Industry Leaders Awards dinner held in New York recently.

Key Points: 
  • CLIFTON PARK, N.Y., Dec. 05, 2023 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus LeverPoint), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is honored to announce it received the top industry award at the 2023 Global Custodian Industry Leaders Awards dinner held in New York recently.
  • The awards ceremony independently recognizes the achievements of service providers in the fund administration industry whose quality of services exceeds their peers.
  • Ultimus LeverPoint secured the most prestigious award:
    This is the third year in a row Ultimus LeverPoint private equity clients participated in the independently administered survey and the third year the firm has received the Private Equity Fund Administrator of the Year award.
  • Ultimus LeverPoint’s, EVP Client Relationship Officer, Kelly Gooch says, “We are honored to receive this award and recognize our need to earn our clients’ trust every day.

Ultimus Collects Prestigious Awards at Industry Ceremony

Retrieved on: 
Tuesday, December 5, 2023

The awards ceremony independently recognizes the achievements of service providers in the fund administration industry whose quality of services exceeds their peers.

Key Points: 
  • The awards ceremony independently recognizes the achievements of service providers in the fund administration industry whose quality of services exceeds their peers.
  • This year Ultimus received three awards in three different categories: ETF, Mutual Fund, and Private Fund Administration.
  • Ultimus secured the three most prestigious awards:
    Exchange-Traded Fund Administrator of the Year, Ultimus Fund Solutions,
    Mutual Fund Administrator of the Year, Ultimus Fund Solutions, and
    Private Equity Fund Administrator of the Year, Ultimus LeverPoint.
  • Ultimus CEO Gary Tenkman says, “We are most proud of the consistency of winning these awards year over year.

Fuller & Thaler Continues to Expand with Launch of New Behavioral Mid-Cap Equity Fund

Retrieved on: 
Tuesday, November 28, 2023

CINCINNATI, Nov. 28, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce its contribution to the launch of the new Fuller & Thaler Behavioral Mid-Cap Equity (FTHMX) mutual fund with longtime partner, Fuller & Thaler Asset Management .

Key Points: 
  • CINCINNATI, Nov. 28, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce its contribution to the launch of the new Fuller & Thaler Behavioral Mid-Cap Equity (FTHMX) mutual fund with longtime partner, Fuller & Thaler Asset Management .
  • Notably, one of the founders of Fuller & Thaler, Dr. Richard Thaler received the Nobel Prize for his contributions to behavioral economics.
  • Ed Stubbins, Fuller & Thaler Partner, is excited to expand the firm’s product lineup with a complimentary mutual fund.
  • Following the limited offering of the Fuller & Thaler Behavioral Small-Cap Equity fund last year, we believe the market has shown significant demand for an extension of that fund into the Mid-cap blend space.

Ultimus LeverPoint Acclaimed in 2023 Global Custodian Survey

Retrieved on: 
Wednesday, October 11, 2023

CLIFTON PARK, N.Y., Oct. 11, 2023 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus LeverPoint) is delighted to share that it has attained an exceptional score of 6.90 out of 7.00 in the 2023 Private Equity Fund Administration Survey by Global Custodian.

Key Points: 
  • CLIFTON PARK, N.Y., Oct. 11, 2023 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus LeverPoint) is delighted to share that it has attained an exceptional score of 6.90 out of 7.00 in the 2023 Private Equity Fund Administration Survey by Global Custodian.
  • This impressive achievement places Ultimus LeverPoint ahead of its competitors, surpassing global averages across all nine relevant categories surveyed.
  • In recognition of its performance in the 2023 Global Custodian survey, Ultimus LeverPoint has earned nominations for three awards at the upcoming Global Custodian Industry Leaders Awards.
  • As a result of its survey scores, Ultimus LeverPoint has been nominated for the following Private Equity Administration awards:

Ultimus Continues its Focus on Client-Facing Technology with Expansion of uCONNECT®

Retrieved on: 
Tuesday, September 26, 2023

Ultimus services a wide variety of clients, strategies and structures, and delivers value through its ability to provide specialized services based on individual client objectives.

Key Points: 
  • Ultimus services a wide variety of clients, strategies and structures, and delivers value through its ability to provide specialized services based on individual client objectives.
  • Recently, the Ultimus technology team worked to expand the existing application to provide access to the firm’s private fund administration clients, putting fund information at clients’ fingertips.
  • Ultimus’ Chief Technology Officer, Jason Stevens , emphasizes how important it is for the firm to recognize clients' ever-changing needs and continue developing technology that can serve them.
  • “Our team’s dedication is focused on continuing the expansion of client-facing technology.

Ultimus Becomes New Administrator for North Square Investments

Retrieved on: 
Tuesday, September 12, 2023

CINCINNATI, Sept. 12, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions ® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is proud to announce it is the newly selected fund administrator for North Square Investments .

Key Points: 
  • CINCINNATI, Sept. 12, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions ® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is proud to announce it is the newly selected fund administrator for North Square Investments .
  • Ultimus’ depth of experience, high-touch client service model, and detailed approach to managing the many components of this conversion attracted North Square to select them as its new administrator.
  • Ultimus worked very closely with North Square’s team early on to ensure they got a clear understanding of North Square’s goals and fund nuances.
  • Mark Goodwin, North Square CEO, emphasizes how extremely pleased he was with the overall process and Ultimus’ flexibility in helping North Square actualize its goals.

Ultimus Welcomes Steve Scaringe as Senior Vice President, Business Development

Retrieved on: 
Tuesday, August 29, 2023

CINCINNATI, Aug. 29, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service technology-enhanced fund administration, accounting, and investor solutions, is pleased to welcome Steve Scaringe as Senior Vice President, Business Development.

Key Points: 
  • CINCINNATI, Aug. 29, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service technology-enhanced fund administration, accounting, and investor solutions, is pleased to welcome Steve Scaringe as Senior Vice President, Business Development.
  • Scaringe has extensive experience in creating and maintaining essential relationships with investment managers, centers of influence and other C-Suite executives.
  • Ultimus CEO, Gary Tenkman , welcomes Scaringe and looks forward to his contributions of working with investment firms of all sizes.
  • He earned a Master of Business Administration in Economics and Management at Bentley University McCallum Graduate School of Business.

Beacon Capital Management Selects Ultimus to Assist in Launch of Firm’s Inaugural ETFs

Retrieved on: 
Tuesday, August 15, 2023

CINCINNATI, Aug. 15, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce its role in the launch of Beacon Capital Management ’s (Beacon) first series of exchange traded funds (Beacon ETFs).

Key Points: 
  • CINCINNATI, Aug. 15, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce its role in the launch of Beacon Capital Management ’s (Beacon) first series of exchange traded funds (Beacon ETFs).
  • Beacon initially reached out to Ultimus and shared information about the market demand for its risk-differentiated equity strategies in various wrappers.
  • At the same time, it realized the benefit of opting to launch the Beacon ETFs in Ultimus’ established series trust model, accelerating time to market and lessening the administrative workload.
  • Along the way, Ultimus worked closely with Beacon in developing a tailored operating model to fit the firm’s business needs.