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Text Content

 * About Us
   * About Ultimus
   * Our Team
   * Awards
   * Careers
   * Close
 * Our Services
    *  * Registered Fund Administration
      
       * * PRODUCT STRUCTURES
           * Mutual Funds
             * Launching a Mutual Fund
             * Existing Fund Conversions
             * Fund Structure Conversions
             * Close
           * Exchange-Traded Funds
             * Launching an ETF
             * Existing Fund Conversions
             * Fund Structure Conversions
             * Close
           * Interval and Tender Offer Funds
           * Collective Investment Trusts
           * Commingled Vehicles
             * Variable Insurance Funds
             * Business Development Company & Exchange Traded Closed End Funds
             * Employee Securities Company
             * Close
           * Trust Options: Series & Standalone
           * Public Plans
             * State-Sponsored 529 Plans
             * Local Government Investment Pools
             * Close
       * * SERVICES
           * Middle Office Service Solutions
           * Accounting
           * Distribution
           * Financial Administration
           * Fund Compliance
           * Fund Organization or Conversion
           * Legal Administration
           * Mutual Fund Transfer Agency and Shareholder Servicing
           * Tax Services
   
    *  * Private Fund Administration
      
       * * PRODUCT STRUCTURES
           * Private Equity Funds and GPs
           * Venture Capital Funds
           * Real Estate Funds
           * Hedge Funds
           * Fund of Funds
           * Family Office
           * Special Purpose Acquisition Companies (SPACs)
       * * SERVICES
           * Emerging Managers
           * Management Company Solutions
           * Investor Services
           * Treasury Services & AML Reporting
           * Tax & FATCA Services
           * Onboarding Process
   
   Close
 * Resources
   * News
   * Insights
     * Articles
     * Blog
     * Video Library
     * Close
   * Events
   * Close
 * Clients
   * Shareholder Desktop
   * Reporting Services
   * NLD Ad Review
   * Ultimus Client Access Network (UCAN)
   * Ultimus Distribution Advantage
   * Clients in the Spotlight
   * Close
 * Contact Us
 * 

Search for:


Our Services > Private Funds


PRIVATE FUND ADMINISTRATION



Ultimus LeverPoint Private Fund Solutions™ tailors our unique service offerings
to meet your specific needs, with the ability to work with complex and unique
fund structures combining fund administration with Management Company, General
Partner, Investor and Treasury services. You’ll have the confidence that your
back office is administered by a dedicated team of industry professionals.

THE ULTIMUS LEVERPOINT DIFFERENCE

We offer private equity firms’ peace of mind from fund launch through the full
lifecycle of investments, knowing that the complex reporting requirements will
be met and that the due diligence process will be executed flawlessly.

In recent years, due to the increased investor transparency requirements and a
heightened need to maintain regulatory compliance, there has been a shift toward
private equity and other fund managers outsourcing more back-office functions to
third-party administrators like Ultimus LeverPoint. Your dedicated team will
assist in providing timely and thorough reporting to your investors with greater
levels of control, quality and consistency.

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Private Equity

Venture Capital

Real Estate Funds

Hedge Funds

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LEARN MORE ABOUT ULTIMUS’ PRIVATE FUND SERVICES


 * Investor Services
 * Treasury & AML Services
 * Management Company
 * Tax & FATCA


PRIVATE FUND PRODUCT SOLUTIONS


 * Fund of Funds
 * Family Office
 * SPACs


ULTIMUS INSIGHTS


 * News
 * Blogs
 * Articles
 * Events

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WANT TO KNOW MORE?



Interested in learning more about our solutions? We want to hear from you.

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Contact Us About Us



Institutional Strength Boutique Service

ABOUT US


 * About Ultimus
 * Our Team
 * Awards
 * Careers

OUR SERVICES


 * Registered Funds
 * Private Funds
 * Public Plans

RESOURCES


 * News & Press
 * Blogs
 * Insight Articles



The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.


 * Terms of Use
   
   11490309044 UFS 11/19/2020
   
   

 * Privacy Policy
   
   14286822 UFS 1/18/2022
   
   

 * Online Privacy Policy
   
   8420 UFS 8/13/2020
   
   

 * Data Protection Notice
   
   8812 UFS 1/1/2022
   
   



DISCLOSURE: Information contained on this website is based on public data,
historical agreements and dialogue with intermediaries. Such information
represents our current understanding of the described platforms and the costs
associated with them. In many cases, such costs may be negotiable. All pricing
and fee information is subject to change without notice.


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8778 UFS 2/18/2022

Copyright © 2022 Ultimus Fund Solutions

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