Supporting Clients through
Direct Co-Investment

Going Beyond Executive Search with our Private Equity Partners

Ultimus Fund Solutions is the leading independent provider of fund administration services and solutions for investment advisers. Ultimus’ solutions support the launching and servicing of mutual funds, private funds, ETFs, variable annuity trusts, and other pooled investment vehicles. Ultimus provides its clients with fund accounting, legal fund administration, transfer agency and compliance services, differentiating itself through its industry leading technology, highly automated processes, and best-in-class engaged customer service.


Year Invested:

More Information:
Company Website
Private Equity Website
Investment Press Release


Let’s Talk

We’re always happy to have a conversation about what we do, why, and how.

Speak with a Partner