Quick Asked: Ultimus Fund Solutions Contact Us?
Last update: 25 Apr, 2024 
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Why choose ultimus fund solutions? To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus Fund Solutions, a leading service provider that blends high tech and high touch in unique and customized fund administration solutions for a perse and growing universe of more than 400 clients.Where is the ultimus office located in cincinnati? Cincinnati Office. Ultimus Fund Solutions, LLC. 225 Pictoria Drive, Ste 450. Cincinnati, OH 45246. P: 513.587.3400.How does ultultimus handle shareholder inquiries? Ultimus handles all shareholder inquiries promptly, courteously, and securely. Our call center technology solution allows for multiple call routing, which allows complex calls to be routed directly to senior customer service agents. Thanks to our low turnover, shareholders speak with the same group of representatives time after time.Why partner with ultimus? As your business partner, Ultimus efficiently handles all administrative duties for registered funds, including preparation and SEC filing of shareholder reports, performance reporting, board reporting and communications, and treasury operations.
Listing Results Ultimus Fund Solutions Contact Us? Question Answers
Ultimus Fund Solutions, LLC Company Profile Cincinnati
Company Description: Ultimus Fund Solutions, LLC is located in Cincinnati, OH, United States and is part of the Other Financial Investment Activities Industry. Ultimus Fund Solutions, LLC has 65 total employees across all of its locations and generates $26.16 million in sales (USD).
Ultimus Fund Solutions: Employee Directory ZoomInfo.com
Ultimus Fund Solutions Employee Directory. Ultimus Fund Solutions corporate office is located in 225 Pictoria Dr, Ste 450, Cincinnati, Ohio, United States and has 482 employees. ultimus fund distributors , llc.
Ultimus Fund Solutions Crunchbase Company Profile & ...
(513) 587-3400 Contact Email [email protected] Phone Number (513) 587-3400 Based in Cincinnati, Ohio, Ultimus is one of the largest independent providers of mutual fund services in the country. They provide organizational services, fund accounting, fund administration, transfer agent and shareholder services for open-end funds.
Contact Us Princeton Premium Fund
(855) 897-5390 Phone: Fund Information. Princeton Fund Advisors: (855) 897-5390 . Fund Administrator. Ultimus Fund Solutions: (888) 868-9501. Mail: Northern Lights Distributors c/o Princeton Premium Fund 4221 N 203rd Street, Suite 100 Elkhorn, NE 68022 . e-mail: [email protected]
Contact Us ICON Advisers
800-764-0442 c/o Ultimus Fund Solutions, LLC. P.O. Box 541150 Omaha, NE 68154-1150. Call † Individual Investors Please call 1-800-764-0442 Monday through Friday, 8 a.m. – 4:00 p.m., Mountain Standard Time. Through ICON Funds’ automated telephone service at 1-800-764-0442, you may: Obtain daily Fund prices; Order duplicate account statements
Empiric Funds Contact Us
(888) 839-7424 c/o Gemini Fund Services, LLC PO Box 541150 Omaha, NE 68154 (888) 839-7424. Overnight Delivery (Please Call First): Empiric 2500 Fund c/o Ultimus Fund Solutions, LLC 4221 North 203rd Street, Ste 100 Elkhorn, NE 68022 (888) 839-7424
Ultimus Fund Solutions Acquires FD Fund Administration
Ultimus will merge the FD Fund Administration team with its private fund business unit, Ultimus LeverPoint Private Fund Solutions (Ultimus LeverPoint). The newly combined private fund business unit will provide fund administration services for approximately $150 billion in AUA (assets under administration) across 250 clients, servicing over 730
Contact Us Oak Funds
888-462-5386 Contact Information. Phone 1-888-462-5386 M-F, 8:00 a.m. - 6:00 p.m. ET. Note: Our automated voice response system is available 24/7 to make transactions and hear prices, performance, dividend gains, and account information. Regular mail Oak Associates Funds P.O. Box 46707 Cincinnati, OH 45246-0707. Overnight mail Oak Associates Funds c/o
Contact Us Deer Park Total Return Credit Fund
(855) 897-5390 Phone: Fund Information. Princeton Fund Advisors: (855) 897-5390 . Fund Administrator. Ultimus Fund Solutions: (888) 868-9501. Mail: Northern Lights Distributors c/o Deer Park Total Return Credit Fund 4221 N 203rd Street, Suite 100 Elkhorn, NE 68022 . e-mail: [email protected]
Contact Us Dana Funds
U.S Mail: Dana Funds c/o Ultimus Fund Solutions, LLC P.O Box 46707 Cincinnati, OH 45246-0707. Overnight: Dana Funds c/o Ultimus Fund Solutions, LLC 225 Pictoria Drive, Suite 450
About Ultimus Ultimus Ultimus Fund Solutions
Ultimus at a Glance. As one of the largest independent fund administration providers in the U.S., Ultimus Fund Solutions offers full-service fund administration, fund accounting, transfer agent, and investor servicing solutions and support for registered funds, private funds and public plans.
Fund Services Ultimus Ultimus Fund Solutions
At Ultimus, we tailor our comprehensive mutual fund services to meet the unique needs of various sized fund groups, offering both series trust and standalone trust solutions. Whether you’re starting a new mutual fund or ETF or have existing funds, we have solutions that may help you grow your business.Our mutual fund creation experience has long been established.
Contact Us Eagle MLP Strategy Fund
(855) 897-5390 Phone: Fund Information. Princeton Fund Advisors: (855) 897-5390 . Fund Administrator. Ultimus Fund Solutions (888) 868-9501. Mail: Northern Lights Distributors c/o Eagle MLP Fund 4221 N 203rd Street, Suite 100 Elkhorn, NE 68022. e-mail: [email protected]
Contact Us Ultimus Fund Solutions
513.587.3400 Contact Us Ultimus Contact Us Message Us To contact us, please call 513.587.3400 or complete the following form and click “submit.” A member of our team will contact you promptly. If you have a question regarding a specific fund group, please call or refer to the fund’s prospectus to obtain the Shareholder Services Team’s toll-free number.
Contact Us Bruce Fund
800-872-7823 Contact Us By Phone or FAX For shareholder services, please call 800-872-7823 or by FAX at 877-513-0756 If you have questions for the fund manager, please call 312-236-9160. By Mail or Overnight Delivery By U.S. Mail Bruce Fund c/o Ultimus Fund Solutions, LLC. P.O. Box 46707 Cincinnati, OH 45246-0707 By Overnight Bruce Fund