Ultimus Fund Solutions Information
Contact top employees from
Ultimus Fund Solutions
Summary
$500+B AUA | 450+ Clients | 1,800+ Investment Funds or Accounts | 990+ Employees | 8 Offices
Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund administ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
500-1000 employees
Specialties
Mutual Fund Services, Private Fund Services, Public Plans, Registered Fund Services, Middle Office Services
Contact Ultimus Fund Solutions
Organization Website
Social Links
Phone Number
(513) 587-3400
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2018 | Privately Held | 10-50 | < 1M | $0 | |
| 2015 | Privately Held | 10-50 | - | $- | |
| 2016 | Privately Held | 1000-5000 | - | $- | |
| 2003 | - | 200-500 | - | $- |
Estimated Website Traffic
The chart shows a decline in traffic to the ultimusfundsolutions.com website. In August, traffic decreased to 10091, compared to 15488 in the previous month. The highest traffic in 2025 was recorded in July, reaching 15488 visits.
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Ultimus Fund Solutions shows a diverse range of experience levels:
1% have been with the company for less than 1 year21% for 1–2 years29% for 3–4 years19% for 5–7 years13% for 8–10 years17% have over 11 years of service at Ultimus Fund SolutionsEx-employees positions
In Company
In New Company
Contact top employees from
Ultimus Fund Solutions
Brian Konczos
Vice President
Peter Brown
SVP, Business Operations & Strategy
Dilcia Bonilla
Senior Shareholder Specialist
Anthony DeStephen
Senior Fund Accountant
Collin Clemens
Control Accounting Specialist
Caitlin Krabach
Assistant Manager, Fund Accounting
Casey Huey
Corporate Accounting Specialist
Thierry Ndangurura
Lead Pricing Control Specialist
Stephen Scaringe
Senior Vice President Business Development
Gary Grasso
AVP and Counsel
David James
Executive Vice President and Chief Legal and Risk Officer
Jesse Hallee
Senior Vice President & Associate General Counsel
Chad Veltkamp
Fund Accounting Manager
David Johnston
Senior Manager
Jonathan Dusty Burgess
Vice President and Legal Counsel
George Patenode
Senior Compliance Analyst
Mike Caudill
Senior Revenue Analyst
Jordan Fletcher
VP, Relationship Management
Aaron Klauck
Shareholder Service Specialist
Lance Christofferson
Senior Vice President
Nickolaus Darsch
Managing Director
Amy Thomas
Manager, Mutual Fund Administration
Kristi Williams
Senior Legal Administrator
Amber Krueger
Vice President, Shareholder Services
Michael Morris
Senior Manager
Joe Kulbacki
Senior Legal Adminstrator
Maria Fermin
AVP - Fund Accounting
