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.
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|Preferred Industries||Preferred Verticals||Preferred Deal Types||Geographic Preferences||Transaction Amount|
|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|