Ultimus LeverPoint Private Fund Solutions Overview

  • Service
  • Fund Administrator

  • Year Founded
  • 1995

Year Founded

  • Serviced Companies
  • 7

  • Serviced Investors
  • 125

Ultimus LeverPoint Private Fund Solutions General Information


Founded in 1995, Ultimus LeverPoint Private Fund Solutions was a Clifton Park, New York-based fund administrating firm. The firm provided accounting and reporting, administration, treasury, technology, tax compliance, and auditing services. Ultimus LeverPoint worked with the fund and general partnerships, real estate funds, special purpose vehicles, blocker entities, co-investment entities, mezzanine funds, credit funds, and buyout funds to provide fund administration, management company, and treasury services, as well as Tax and FATCA services. The firm has been acquired by Ultimus Group.

Contact Information

Formerly Known As
LeverPoint Management LLC, LeverPoint Management
Year Founded
Service Provider Type
Fund Administrator
Primary Office
  • 5 Maxwell Drive
  • Suite 135
  • Clifton Park, NY 12065
  • United States

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Ultimus LeverPoint Private Fund Solutions Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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