Ultimus Fund Solutions Overview

  • Founded
  • 1999
Founded
  • Status
  • Private
  • Employees
  • 700
Employees
  • Latest Deal Type
  • Debt
  • Financing Rounds
  • 8
  • Investments
  • 5

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

2018201920202021
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
700 As of 2020
000.00
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0000 000

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00000 0000000000
Hamilton, Bermuda
0000 As of 0000
00000
000000000 00000

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00000 0000000000
New York, NY
0000 As of 0000
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Ultimus Fund Solutions Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Apex Group Private Equity-Backed Hamilton, Bermuda 0000 00000 000000000 00000
000000000 000000 Formerly PE-Backed New York, NY 0000 00000 00000000
0000000000 0000000 Formerly PE-Backed Boston, MA 000 000000000000
00000 00000 Corporation Boston, MA 0000 000000&0
000 0000000000 000 Corporate Backed or Acquired Boston, MA 0000 000000&0
You’re viewing 5 of 10 competitors. Get the full list »

Ultimus Fund Solutions Executive Team (14)

Name Title Board Seat Contact Info
Gary Tenkman Chief Executive Officer
Michael K. 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
Ian Martin Chief Administrative Officer
You’re viewing 5 of 14 executive team members. Get the full list »

Ultimus Fund Solutions Board Members (6)

Name Representing Role Since
00000 0000000000 Self Board Member 000 0000
0000 00000 Ultimus Fund Solutions Co-Founder & Vice Chairman 000 0000
000000 000000 Ultimus Fund Solutions Co-Founder & Vice Chairman 000 0000
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Ultimus Fund Solutions Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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 (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 0000000000 03-Sep-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
To view Ultimus Fund Solutions’s complete investments history, request access »

Ultimus Fund Solutions Subsidiaries (2)

Company Name Industry Location Founded
Ultimus LeverPoint Private Fund Solutions Fund Administrator Clifton Park, NY 1995
0000000 000000000 Consulting Services (B2B) Victoria, Australia 0000
To view Ultimus Fund Solutions’s complete subsidiaries history, request access »