UMB Fund Services

UMB Fund Services Overview

Service Fund Administrator
Founded 1989
Serviced Companies 2
Serviced Investors 3

UMB Fund Services General Information


UMB Fund Services is a fund administrator 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, recordkeeping and reporting with flexibility and customization capabilities.

Contact Information

Formerly Known As
Sunstone Financial Group
Year Founded
Service Provider Type
Fund Administrator
Primary Office
  • 1010 Grand Boulevard
  • P.O. Box 419226
  • Kansas City, MO 64141
  • United States
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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
Greg Drose President Milwaukee, WI
Spencer Erickson Tax Managing Director Ogden, UT
Jennifer Casanova Executive Milwaukee, WI
Jill Calton Senior Vice President & Executive Director, Alternative Investments Ogden, UT

3 Former Team Members