UMB Fund Services Overview
- Service
-
Fund Administrator
- Founded
-
1989
- Employees
-
345
- Serviced Companies
-
14
- Serviced Investors
-
127
UMB Fund Services General Information
Description
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
1989
Service Provider Type
Fund Administrator
Primary Office
- 235 West Galena Street
- Milwaukee, WI 53212
- United States
+1 (888) 000-0000
UMB Fund Services Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
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