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UMB Fund Services

UMB Fund Services
FUND ADMIN SERVICE
1989 FOUNDED
2 SERVICED COMPANIES
2 SERVICED INVESTORS
Description

UMB Fund Services is a fund administrator based in Milwaukee, Wisconsin. Founded in 1989, the firm provides fund services in the areas of mutual fund, alternative investment and private equity.

Formerly Known As
Sunstone Financial Group
Year Founded
1989
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

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UMB Fund Services Team (4)

Name Title Deals Office Contact
Info
Maureen Quill President Milwaukee, WI
Monica Christensen Executive Milwaukee, WI
Spencer Erickson Managing Director, Tax and Fund Accounting Milwaukee, WI

1 Former Team Member

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