Recently Released!!!
Date Published: February 8, 2022
Summary PowerPoint Deck: 41 Slides
Reference PowerPoint Deck: 184 Slides

Ultimus Fund Solutions was founded by Bob Dorsey & Mark Seger in 1999. The company is based in Cincinnati, OH. Ultimus Fund Solutions has seven offices, 825 employees, 450 clients, 1,600 funds serviced, & $400.0 billion assets under administration. Ultimus Fund Solutions is led by its CEO Gary Tenkman. Its web site can be found at www.UltimusFundSolutions.com

This research addresses the key historical phases of Ultimus Fund Solutions, including:

• Early Phase
• Middle Phase
• Recent Phase

Its profile includes the key statistics of the company, including its number of offices, employees, clients, funds serviced, & assets under administration.

Its profile includes detailed outlines of its core businesses, including:

• Gemini Fund Services
• Northern Lights Compliance Services
• Northern Lights Distributors
• Northern Lights Fund Trust & Northern Lights Variable Trust
• Blu Giant
• Advisor One Funds

And its profile concludes with the highlights of its organizational structure & ownership.