Ultimus Fund Solutions Overview

  • Founded
  • 1999

Founded
  • Status
  • Private

  • Employees
  • 850

Employees
  • Latest Deal Type
  • Debt

  • Financing Rounds
  • 9

  • Investments
  • 6

Ultimus Fund Solutions General Information

Description

Provider of mutual fund management services to small-and medium-sized fund groups. The company provides a full suite of middle and back office services like fund accounting, fund administration and distribution, transfer agent and shareholder services for open and closed-end mutual funds, private funds, separately managed accounts, business development companies and other pooled investment vehicles.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 225 Pictoria Drive
  • Suite 450
  • Cincinnati, OH 45246
  • United States
+1 (513) 000-0000

Ultimus Fund Solutions Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth

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Ultimus Fund Solutions Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Ultimus Fund Solutions Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of mutual fund management services to small-and medium-sized fund groups. The company provides a full suite of
Asset Management
Cincinnati, OH
850 As of 2022
000.00
000000000 000.00

000000

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00000 000000000 00000000
Saint Peter Port, United Kingdom
000 As of 0000
0000
00.00 0000-00-00
00000000 0000

000 00

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0000000000 00000
New York, NY
00000 As of 0000
00.000
00000000000 00.000
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Ultimus Fund Solutions Competitors (26)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
PraxisIFM Group Corporation Saint Peter Port, United Kingdom 000 0000 00000000 0000
000 0000000 00000 Corporation New York, NY 00000 00.000 00000000000 00.000
000 00000 00000 Private Equity-Backed Grand Cayman, Cayman Islands 0000 00000000000
000 00000000 00000 Corporation Valley Forge, PA 00000
0000 00000 Private Equity-Backed Hamilton, Bermuda 00000 00000 0000000 0000 00000
You’re viewing 5 of 26 competitors. Get the full list »

Ultimus Fund Solutions Executive Team (14)

Name Title Board Seat Contact Info
Gary Tenkman Chief Executive Officer
Michael Neborak Chief Financial Officer and Executive Vice President
Evan Audette Executive Vice President and Chief Operating Officer, Private Fund Services
Jason Stevens Chief Technology Officer & Executive Vice President
Ian Martin Chief Administrative Officer & Executive Vice President
You’re viewing 5 of 14 executive team members. Get the full list »

Ultimus Fund Solutions Board Members (7)

Name Representing Role Since
00000 0000000000 Self Board Member 000 0000
0000 00000 Ultimus Fund Solutions Co-Founder & Vice Chairman 000 0000
00000 00000000 Self Board Member 000 0000
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Ultimus Fund Solutions Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Ultimus Fund Solutions Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Ultimus Fund Solutions Investments (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00 0000 00000 15-Dec-2021 0000000000 Other Financial Services 0000 0000
0000000 00000 03-Sep-2019 0000000000 Accounting, Audit and Tax Services (B2B) 0000 0000
000 000000 00 04-Feb-2019 0000000000 Other Financial Services 0000 0000
000000000 000 02-Apr-2018 0000000000 Asset Management 0000 0000
Unified Financial Services 20-Jan-2016 Buyout/LBO Other Financial Services 000000 00
You’re viewing 5 of 6 investments. Get the full list »

Ultimus Fund Solutions Subsidiaries (1)

Company Name Industry Location Founded
0000000 0000000000 Fund Administrator Clifton Park, NY 0000
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Ultimus Fund Solutions Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 000000000 20-Jan-2016 0000000000 Completed
  • 2 buyers
To view Ultimus Fund Solutions’s complete exits history, request access »