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Ultimus Fund Solutions

Ultimus Fund Solutions
1999 FOUNDED
PRIVATE STATUS
101-200 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
7 FINANCING ROUNDS
5 INVESTMENTS
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.

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

+1 (513) 000-0000

Ultimus Fund Solutions Valuation and Funding

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

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Ultimus Fund Solutions Competitors (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Apex Group Private Equity-Backed Hamilton, Bermuda 0000 000.00 000000000 000.00
0000000000000000 Corporate Backed or Acquired Denver, CO 0000 000000&0
000000000 00000 Private Equity-Backed St. Peter Port, United Kingdom 000 000000000000
000000000 000000 Formerly PE-Backed New York, NY 0000 00000 00000000
0000000000 0000000 Formerly PE-Backed Boston, MA 000000000000
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Ultimus Fund Solutions Investments (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 0000000 21-Aug-2019 0000000000 Accounting, Audit and Tax Services (B2B) 0000 0000000
000 000000 0000000 04-Feb-2019 0000000000 Asset Management 0000 0000000
000000000 0000 000 02-Apr-2018 0000000000 Specialized Finance 0000 0000000
0000000 000000000 20-Jan-2016 0000000000 Consulting Services (B2B) 000000 000000
Huntington Asset Services 31-Dec-2015 Buyout/LBO Accounting, Audit and Tax Services (B2C) 000000 000000
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Ultimus Fund Solutions Subsidiaries (1)

Company Name Industry Location Founded
0000000 000000000 Consulting Services (B2B) Victoria, Australia 0000
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Ultimus Fund Solutions Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Ultimus Fund Solutions Executive Team (12)

Name Title Board
Seat
Contact
Info
Gary Tenkman Chief Executive Officer
Robert Dorsey Co-Founder, Co-Chief Executive Officer and Managing Director
Kurt Krebs Vice President & Chief Financial Officer
Jason Stevens Vice President & Chief Technology Officer
John Splain JD Co-Founder & Managing Director

1 Former Executive

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Ultimus Fund Solutions Board Members (4)

Name Representing Role Since Contact
Info
00000 0000000000 Ultimus Fund Solutions Board Member 000 0000

3 Former Board Members

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