James Cass

As President of Ultimus LeverPoint, James Cass oversees the firm’s client-centric service and solutions offering. He is responsible for the development and implementation of business strategies as well as new sales growth for the private fund administration business. Jim brings over 30 years’ experience in the operations and servicing space for registered and alternative investments to the executive team.

Previously, Jim held a position at SEI Investments leading the Alternative Investment Fund Administration business as SVP and Managing Director. As Business Head, Jim was responsible for strategic product development, client service, and operational service model.

Prior to his Managing Director role, Jim served as Senior Director to the Mutual Fund Product Solution Team, responsible for SEI’s Unitized Funds Offering. In this role, Jim focused on assisting clients with strategic distribution plans and product enhancements.

After departing from SEI in 2020, Jim founded Hidden Crest LLC an Alternative Investment Services consulting firm where he assisted service providers and Private Equity firms with strategic and tactical initiatives.

Jim received his Bachelor of Science degree in Finance from Thomas Jefferson University in Philadelphia, PA. Jim is Chair Emeritus of the Thomas Jefferson Kanbar College Advancement Council.