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Ultimus Fund Solutions Overview

Financial ServicesCompany

Is Ultimus Fund Solutions PE-backed?

Yes. Ultimus Fund Solutions is owned by private equity investor GTCR.

Was Ultimus Fund Solutions formerly PE-backed?

Yes. Ultimus Fund Solutions was formerly owned by 1 private investor.

Where is Ultimus Fund Solutions headquartered?

Ultimus Fund Solutions is headquartered in Cincinnati, Ohio.

What sector is Ultimus Fund Solutions in?

Ultimus Fund Solutions is a financial services company.

Ultimus Fund Solutions

Ultimus Fund Solutions LLC

225 Pictoria Drive, Suite 450,
Cincinnati, Ohio 45246
United States,
(513) 587-3401
www.ultimusfundsolutions.com

Ultimus Fund Solutions is an independent provider of fund accounting, fund administration, distribution, transfer agent and shareholder services to the mutual fund industry. The company's broad range of services is offered to both open-end and closed-end funds. Ultimus Fund Solutions is based in Cincinnati, Ohio.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.0/yr) # - - - - - - 0
  3

Company Summary

SECTOR

Financial Services


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