Ultimus OH

Financial service in Cincinnati, United States
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Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration, …

Services offered

Accounting
Emerging Managers
Financial Administration
Investment management fee analysis
Investor Services
Mutual Funds
Outsourced Trade Services
Tax Services
Variable Insurance Funds

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Frequently asked questions

Q:
What is the timeline for creating a ’40 Act mutual fund?
A:
The organizational timeline typically ranges 4 to 6 months, from drafting initial registration statements to receiving an effective CUSIP and Ticker. The first 30 to 45 days are spent...
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