UMB Fund Services Overview

  • Service
  • Fund Administrator

  • Founded
  • 1989

  • Employees
  • 345

  • Serviced Companies
  • 14

  • Serviced Investors
  • 127

UMB Fund Services General Information


Founded in 1989, UMB Fund Services is a fund administrator headquartered in Milwaukee, Wisconsin. The firm provides services to hedge funds, funds of funds, private equity funds, qualified opportunity zone funds, registered alternative funds, venture capital funds, private debt, and real estate funds. The firm has developed a proprietary system for fund accounting, recordkeeping, and reporting.

Contact Information

Formerly Known As
Sunstone Financial Group
Year Founded
Service Provider Type
Fund Administrator
Primary Office
  • 235 West Galena Street
  • Milwaukee, WI 53212
  • United States
+1 (888) 000-0000

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UMB Fund Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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UMB Fund Services Team (7)

Name Title Deals Office Contact
Spencer Erickson Tax Managing Director Ogden, UT
Jill Calton Executive Vice President & Executive Director Ogden, UT
Greg Drose Executive Vice President & Executive Director, Business Development Milwaukee, WI
You’re viewing 3 of 7 team members. Get the full list »