We’re thrilled to announce that Ultimus is the exclusive Dinner Sponsor for the prestigious HFM US Performance Awards – October 22 at The Pierre! This event celebrates excellence and outstanding performance in the hedge fund industry, and we are honored to support an evening that brings together top talent and leaders in the space. Join us for a night of recognition, networking, and celebration as we raise a glass to the best in the industry. We look forward to connecting with you at this incredible event!
Ultimus LeverPoint Private Fund Solutions
Accounting
Clifton Park, New York 11,627 followers
Institutional Strength & Boutique Service. | Invested in our Clients' Success
About us
LeverPoint
- Industry
- Accounting
- Company size
- 1 employee
- Headquarters
- Clifton Park, New York
- Type
- Privately Held
- Founded
- 2007
Locations
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Primary
5 Maxwell Drive
Suite 135
Clifton Park, New York 12065, US
Employees at Ultimus LeverPoint Private Fund Solutions
Updates
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We are excited to continue to build out and add experience to our service teams. Welcoming our new September hires to Ultimus! #TEAMUltimus Karan Rehl Paul Loeber Jacob Koenig Evan Wiggins Thomas Giordano Carlos Gaviria Michael Chiodo Brian Tran Medina Hashemi Christopher Crapanzano
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Ultimus’ uCONNECT has been shortlisted for US FinTech Awards – Data Initiative of the Year Being recognized among the top contenders in this competitive fintech industry is an incredible honor. This nomination is a testament to our commitment for delivering cutting-edge technology to investment firms. Our uCONNECT application provides asset managers with real-time access, advanced analytics, and customization tools they require to make the necessary decisions all powered by their fund’s data. Best of luck to all the nominees, we will see you in New York on November 14, 2024. #USFintech #TEAMUltimus #FundAdministration #cuttingedgetechnology #awards
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We’re excited to announce that Ultimus LeverPoint Private Fund Solutions is an exclusive sponsor of the ACG Chicago 2024 Annual Midwest Capital Connection, October 29-30 in Chicago. This premier event brings together the best minds in private equity, M&A, and corporate growth to discuss the future of business in the Midwest and beyond. As a sponsor, we’re thrilled to engage with industry leaders, explore partnership opportunities, and showcase how our solutions drive efficiency and innovation. We can’t wait to connect with fellow professionals at this dynamic event!
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We’re proud to announce that Ultimus LeverPoint Private Fund Solutions is a Silver Sponsor at this year’s GAIM Ops Conference, October 27-30 in Carlsbad, California. This event is the leading event for operations, compliance, and ODD professionals in the alternative investments industry. As a silver sponsor, we’re eager to engage with industry leaders, share insights and explore how our innovative fund administration solutions can help streamline fund operations. Don’t miss the change to connect with us at Booth #8.
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To assist asset managers in identifying evergreen opportunities in the private equity sector, Ultimus collaborated with Interval Fund Tracker to study the landscape, analyze the data and offer invaluable insights. Click the link for an exploration into the unlisted CEF market, the recent growth of PE/VC strategies, and key fund structuring decisions to consider when launching a new fund in this space. Get access to this informative whitepaper here: https://trst.in/gaXz8b #intervalfunds #TEAMUltimus #IntervalFundTracker #privateequity
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Ultimus LeverPoint Private Fund Solutions is attending the LSTA's 2024 Annual Private Credit Conference tomorrow, September 26 in New York! Ultimus is a proud member of the LSTA which allows our Private Credit professionals to contribute to this organization and help shape industry best practices that ultimately establish loan market standards and influence the market’s direction in this growing segment. Connect with Amanda Houston - VP, Private Credit, and Mick Grunewald - SVP, Business Development during the conference to learn more about our leading private credit administration solutions - our service team is ready to help regardless of your structure or strategy.
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Join Ultimus LeverPoint Private Fund Solutions and other industry partners at the Chicago ALTs Networking Event, this Thursday, September 26 from 4:30-6:30pm. No set agenda—just the chance for genuine networking. Reach out to Andrew Jones or Kerric Kynard, CMFC® CRPC® for details and the registration link . We look forward to seeing you there!
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At Ultimus LeverPoint Private Fund Solutions, we are dedicated to supporting our clients by streamlining and automating the operational nuances linked to managing alternative investments. Today, we’re thrilled to announce that we’ve teamed up with Arch to empower our clients to eliminate the challenges associated with manual data gathering while streamlining fund administration workflows. By enabling real-time data management, this partnership aims to elevate reporting standards across the private fund management industry. For more information about this dynamic collaboration, please read today’s press release here: https://trst.in/64xbG7