LinkedIn Profile

Access Ultimus Leverpoint historical Linkedin company profile data on number of followers, employee headcount and more
Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal GICS Sector GICS Industry
private:ultimusleverpoint 1901416 Sep 17th, 2021 12:00AM Ultimus LeverPoint Private Fund Solutions 2.2K 195.00 Open Accounting Sep 17th, 2021 03:58AM Sep 17th, 2021 01:22PM LeverPoint is now Ultimus LeverPoint Private Fund Solutions. Our newly combined entity provides private fund managers a broader product offering, more scalable solutions, and significant technological capabilities for: Private Equity | Venture Capital | Real Estate | Hedge Fund As the leading independent fund services provider, we offer comprehensive solutions to Investment Managers across the spectrum of private fund vehicle structures. Ultimus LeverPoint Private Fund Solutions provides fund administration solutions to over 230 firms with over $90B in AUA. Our clients are spread over a diverse range of private fund firms across the country, ranging in size from first time firms with AUM of $50M, to established firms with AUM of $19B. Open Fund Administration, Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Management Company Services, Treasury Services, Tax & FATCA Services, Special Purpose Vehicles, Blocker Entities, Co-Investment Entities, Credit Funds, Investor Services, Accounting, Fund Accounting Open 5 Maxwell Drive, Suite 135 Clifton Park New York US 12065
private:ultimusleverpoint 2506326 Sep 17th, 2021 12:00AM Ultimus Fund Solutions 4.2K 352.00 Open Financial Services Sep 17th, 2021 03:58AM Sep 17th, 2021 01:22PM $360+B AUA | 400+ Clients | 1,200+ Investment Funds or Accounts | 725+ Employees | 9 Offices Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, Comingled Vehicles, Series and Stand-alone Trusts • PRIVATE FUNDS: Hedge Funds, Private Equity Funds, Real Estate Funds, Venture Capital Funds, Endowments & Foundations • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency & shareholder services, fund compliance / CCO, distribution, portfolio accounting, investor servicing, treasury services, and audit & tax management. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs, and can serve as their trusted business partner. For more information, visit www.ultimusfundsolutions.com. 8047 UFS 7/24/2019 Open Mutual Fund Services, Private Fund Services, Dedicated Managed Accounts, Public Plans Open 225 Pictoria Drive, Suite 450 Cincinnati OH US 45246
private:ultimusleverpoint 2506326 Sep 16th, 2021 12:00AM Ultimus Fund Solutions 4.2K 351.00 Open Financial Services Sep 16th, 2021 01:26PM Sep 16th, 2021 01:26PM $360+B AUA | 400+ Clients | 1,200+ Investment Funds or Accounts | 725+ Employees | 9 Offices Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, Comingled Vehicles, Series and Stand-alone Trusts • PRIVATE FUNDS: Hedge Funds, Private Equity Funds, Real Estate Funds, Venture Capital Funds, Endowments & Foundations • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency & shareholder services, fund compliance / CCO, distribution, portfolio accounting, investor servicing, treasury services, and audit & tax management. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs, and can serve as their trusted business partner. For more information, visit www.ultimusfundsolutions.com. 8047 UFS 7/24/2019 Open Mutual Fund Services, Private Fund Services, Dedicated Managed Accounts, Public Plans Open 225 Pictoria Drive, Suite 450 Cincinnati OH US 45246
private:ultimusleverpoint 1901416 Sep 16th, 2021 12:00AM Ultimus LeverPoint Private Fund Solutions 2.2K 195.00 Open Accounting Sep 16th, 2021 01:26PM Sep 16th, 2021 01:26PM LeverPoint is now Ultimus LeverPoint Private Fund Solutions. Our newly combined entity provides private fund managers a broader product offering, more scalable solutions, and significant technological capabilities for: Private Equity | Venture Capital | Real Estate | Hedge Fund As the leading independent fund services provider, we offer comprehensive solutions to Investment Managers across the spectrum of private fund vehicle structures. Ultimus LeverPoint Private Fund Solutions provides fund administration solutions to over 230 firms with over $90B in AUA. Our clients are spread over a diverse range of private fund firms across the country, ranging in size from first time firms with AUM of $50M, to established firms with AUM of $19B. Open Fund Administration, Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Management Company Services, Treasury Services, Tax & FATCA Services, Special Purpose Vehicles, Blocker Entities, Co-Investment Entities, Credit Funds, Investor Services, Accounting, Fund Accounting Open 5 Maxwell Drive, Suite 135 Clifton Park New York US 12065
private:ultimusleverpoint 1901416 Sep 15th, 2021 12:00AM Ultimus LeverPoint Private Fund Solutions 2.2K 195.00 Open Accounting Sep 15th, 2021 04:20PM Sep 15th, 2021 04:20PM LeverPoint is now Ultimus LeverPoint Private Fund Solutions. Our newly combined entity provides private fund managers a broader product offering, more scalable solutions, and significant technological capabilities for: Private Equity | Venture Capital | Real Estate | Hedge Fund As the leading independent fund services provider, we offer comprehensive solutions to Investment Managers across the spectrum of private fund vehicle structures. Ultimus LeverPoint Private Fund Solutions provides fund administration solutions to over 230 firms with over $90B in AUA. Our clients are spread over a diverse range of private fund firms across the country, ranging in size from first time firms with AUM of $50M, to established firms with AUM of $19B. Open Fund Administration, Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Management Company Services, Treasury Services, Tax & FATCA Services, Special Purpose Vehicles, Blocker Entities, Co-Investment Entities, Credit Funds, Investor Services, Accounting, Fund Accounting Open 5 Maxwell Drive, Suite 135 Clifton Park New York US 12065
private:ultimusleverpoint 2506326 Sep 15th, 2021 12:00AM Ultimus Fund Solutions 4.2K 351.00 Open Financial Services Sep 15th, 2021 04:20PM Sep 15th, 2021 04:20PM $360+B AUA | 400+ Clients | 1,200+ Investment Funds or Accounts | 725+ Employees | 9 Offices Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, Comingled Vehicles, Series and Stand-alone Trusts • PRIVATE FUNDS: Hedge Funds, Private Equity Funds, Real Estate Funds, Venture Capital Funds, Endowments & Foundations • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency & shareholder services, fund compliance / CCO, distribution, portfolio accounting, investor servicing, treasury services, and audit & tax management. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs, and can serve as their trusted business partner. For more information, visit www.ultimusfundsolutions.com. 8047 UFS 7/24/2019 Open Mutual Fund Services, Private Fund Services, Dedicated Managed Accounts, Public Plans Open 225 Pictoria Drive, Suite 450 Cincinnati OH US 45246
private:ultimusleverpoint 1901416 Sep 14th, 2021 12:00AM Ultimus LeverPoint Private Fund Solutions 2.2K 195.00 Open Accounting Sep 14th, 2021 02:57PM Sep 14th, 2021 02:57PM LeverPoint is now Ultimus LeverPoint Private Fund Solutions. Our newly combined entity provides private fund managers a broader product offering, more scalable solutions, and significant technological capabilities for: Private Equity | Venture Capital | Real Estate | Hedge Fund As the leading independent fund services provider, we offer comprehensive solutions to Investment Managers across the spectrum of private fund vehicle structures. Ultimus LeverPoint Private Fund Solutions provides fund administration solutions to over 230 firms with over $90B in AUA. Our clients are spread over a diverse range of private fund firms across the country, ranging in size from first time firms with AUM of $50M, to established firms with AUM of $19B. Open Fund Administration, Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Management Company Services, Treasury Services, Tax & FATCA Services, Special Purpose Vehicles, Blocker Entities, Co-Investment Entities, Credit Funds, Investor Services, Accounting, Fund Accounting Open 5 Maxwell Drive, Suite 135 Clifton Park New York US 12065
private:ultimusleverpoint 2506326 Sep 14th, 2021 12:00AM Ultimus Fund Solutions 4.2K 351.00 Open Financial Services Sep 14th, 2021 02:57PM Sep 14th, 2021 02:57PM $360+B AUA | 400+ Clients | 1,200+ Investment Funds or Accounts | 725+ Employees | 9 Offices Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, Comingled Vehicles, Series and Stand-alone Trusts • PRIVATE FUNDS: Hedge Funds, Private Equity Funds, Real Estate Funds, Venture Capital Funds, Endowments & Foundations • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency & shareholder services, fund compliance / CCO, distribution, portfolio accounting, investor servicing, treasury services, and audit & tax management. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs, and can serve as their trusted business partner. For more information, visit www.ultimusfundsolutions.com. 8047 UFS 7/24/2019 Open Mutual Fund Services, Private Fund Services, Dedicated Managed Accounts, Public Plans Open 225 Pictoria Drive, Suite 450 Cincinnati OH US 45246
private:ultimusleverpoint 2506326 Sep 13th, 2021 12:00AM Ultimus Fund Solutions 4.2K 351.00 Open Financial Services Sep 12th, 2021 09:00PM Sep 13th, 2021 04:00PM $360+B AUA | 400+ Clients | 1,200+ Investment Funds or Accounts | 725+ Employees | 9 Offices Ultimus Fund Solutions is a leading provider of full-service fund administration, accounting, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, Comingled Vehicles, Series and Stand-alone Trusts • PRIVATE FUNDS: Hedge Funds, Private Equity Funds, Real Estate Funds, Venture Capital Funds, Endowments & Foundations • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency & shareholder services, fund compliance / CCO, distribution, portfolio accounting, investor servicing, treasury services, and audit & tax management. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs, and can serve as their trusted business partner. For more information, visit www.ultimusfundsolutions.com. 8047 UFS 7/24/2019 Open Mutual Fund Services, Private Fund Services, Dedicated Managed Accounts, Public Plans Open 225 Pictoria Drive, Suite 450 Cincinnati OH US 45246
private:ultimusleverpoint 1901416 Sep 13th, 2021 12:00AM Ultimus LeverPoint Private Fund Solutions 2.2K 195.00 Open Accounting Sep 12th, 2021 09:00PM Sep 13th, 2021 04:00PM LeverPoint is now Ultimus LeverPoint Private Fund Solutions. Our newly combined entity provides private fund managers a broader product offering, more scalable solutions, and significant technological capabilities for: Private Equity | Venture Capital | Real Estate | Hedge Fund As the leading independent fund services provider, we offer comprehensive solutions to Investment Managers across the spectrum of private fund vehicle structures. Ultimus LeverPoint Private Fund Solutions provides fund administration solutions to over 230 firms with over $90B in AUA. Our clients are spread over a diverse range of private fund firms across the country, ranging in size from first time firms with AUM of $50M, to established firms with AUM of $19B. Open Fund Administration, Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Management Company Services, Treasury Services, Tax & FATCA Services, Special Purpose Vehicles, Blocker Entities, Co-Investment Entities, Credit Funds, Investor Services, Accounting, Fund Accounting Open 5 Maxwell Drive, Suite 135 Clifton Park New York US 12065

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