$150+B AUA  |  320 Funds   |  1,000+ Investment Funds or Accounts |  534 Employees  | 7 Offices

Ultimus Fund Solutions represents the strategic combination of Ultimus Fund Solutions, LLC and The Gemini Companies which came together in February 2019.  The combined company, with over four decades of experience, is a leading provider of full-service fund administration, accounting and investor solutions for:

•	REGISTERED FUNDS:  Open and closed-end mutual funds, ETFs, Comingled Vehicles, Series and Stand-alone Trusts
•	PRIVATE FUNDS:  Hedge Funds, Private Equity Funds, Real Estate Funds, Venture Capital Funds, Endowments & Foundations
•	MANAGED ACCOUNT PLATFORMS:  Outsourced Chief Investment Officers, Fund of Hedge Funds, Pensions, Endowments, and Family Offices
•	PUBLIC PLANS:  State sponsored 529 Plans, and Local Government Investment Pools 

Our suite of fund services includes fund/legal administration, fund accounting, transfer agency & shareholder services, fund compliance / CCO, distribution, portfolio accounting, investor servicing, treasury services, and audit & tax management. 

We focus on hiring professionals who have a deep understanding of our clients’ needs, and can serve as their trusted advisor.  This, coupled with the leading technology available to our industry, helps us deliver a superior client experience.  

8047 UFS 7/24/2019


Hedge Funds

Investment Management

The Gemini Companies (Now Ultimus Fund Solutions)

Gary Tenkman

Lucas Markelon

Feifei Huang

Ying Liu

Shaun Kingston

Samantha Rondinelli

Michael Mckiernan

Joe Donlon

Frank Rainville

David Rihner

Vince Small

Timothy O’donnell

Tim O’donnell

Maureen Fitzpatrick

Larry Popowitz

Richard Couch

Ian Martin

Gary Harris

David James

Nickolaus Darsch

Marianne Motley

Jessica Robertson

George Cornick

Corinne Weidner

Chris Cullison

Andrew Jones

Todd Heim

Evan Audette

The Business Development & Client Services team at Ultimus Fund Solutions focuses on expanding client relationships and driving business growth. They engage in strategic client acquisition, foster long-term partnerships, and provide top-tier service to ensure client satisfaction. The team leverages their expertise in fund administration and investment solutions to address client needs and enhance the overall client experience.

Business Development & Client Services

Leadership Team

Management Team

Business Development & Client Services

About

Team members

Other teams at The Gemini Companies (Now Ultimus Fund Solutions)

Leadership Team

Management Team