UMB Fund Services Overview

  • Service
  • Fund Administrator

  • Year Founded
  • 1989

Year Founded

  • Serviced Companies
  • 25

  • Serviced Investors
  • 142

UMB Fund Services General Information

Description

Founded in 1989, UMB Fund Services was a fund administrator headquartered in Kansas City, Missouri. The firm was providing 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, record keeping, and reporting. The firm was acquired by ACA Group.

Contact Information

Formerly Known As
Sunstone Financial Group, Sunstone Financial Group Inc
Year Founded
1989
Service Provider Type
Fund Administrator
Corporate Office
  • 1010 Grand Boulevard
  • Kansas City, MO 64106
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

UMB Fund Services Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore UMB Fund Services‘s full profile, request access.

Request a free trial

UMB Fund Services FAQs

  • When was UMB Fund Services founded?

    UMB Fund Services was founded in 1989.

  • Who is the founder of UMB Fund Services?

    Miriam Allison is the founder of UMB Fund Services.

  • Where is UMB Fund Services headquartered?

    UMB Fund Services is headquartered in Kansas City, MO.

  • What service provider type is UMB Fund Services?

    UMB Fund Services's service provider type is Fund Administrator.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »