Ultimus LeverPoint Private Fund Solutions

Ultimus is excited to participate in the Help for Children Annual Poker Night! On May 21, Stephen Auresto and Gilbert Maddock will be in San Francisco, CA, joining the action for an evening of great conversations with industry colleagues and friendly competition at the poker tables. They’re looking forward to swapping stories, playing a few hands, and sharing how Ultimus delivers comprehensive fund administration solutions to support your long-term growth. If you’ll be there, reach out to Stephen or Gil to connect. We hope to see you there for a fun and impactful night! #HelpForChildren #Ultimus #FundAdministration

Curious how distribution ledger technology (DLT) is being used to simplify data and reconciliation in alternative investments? By creating a single, trusted source of fund information and reducing manual processes, the collaboration between Ultimus and iCapital aims to improve efficiency, transparency, and real-time data accuracy for wealth managers across the investment lifecycle. Click to read the press release: https://trst.in/QFoXVq #WealthManagement #AlternativeInvestments #DLT #FundAdministration

Ultimus is honored to support Help For Children, a nonprofit organization dedicated to preventing and treating child abuse through funding for vital prevention, treatment, and advocacy programs. We’re proud to be a Patron Sponsor of the Help For Children New York Gala and excited for Andy Jones and Chris Cullison to attend this impactful evening.   #HelpForChildren #GivingBack #CommunityImpact #Alternativeinvestments #FundAdministration

Music City sets the stage as we head to Nashville for the ACG Mid-South Capital Connection Conference, taking place May 14–15. This event brings together middle-market dealmakers, private equity firms, and strategic partners from across the region, and Ultimus is proud to be part of the conversation. Maureen Fitzpatrick is looking forward to connecting with industry peers, sharing insights, and discussing opportunities and trends shaping today’s market.   #Ultimus #ACGMidSouth #CapitalConnection #FundAdministration

As asset managers face increasing operational complexity, legacy systems can no longer keep pace. This case study highlights how Ultimus and Arch combine advanced technology with specialized fund administration to help firms streamline operations, gain real‑time data visibility, accelerate reporting, and deliver a stronger investor experience. The result is a unified, scalable model built for today’s asset managers and designed to support long‑term growth. Read more about optimizing asset management operations here: https://trst.in/CgSlJR #AssetManagement #Innovation #Partnership #Efficiency #FinancialServices

Ultimus is headed to the 14th Private Equity New York Forum on May 13, 2026, at Convene Liberty Street in New York City—an education-focused, one-day event for leading investors and managers across the East Coast. The forum covers private equity investment and operational strategies, including M&A, portfolio management, growth, technology, and regulatory trends. Team members Maureen Fitzpatrick and Gilbert Maddock will be on-site to connect and share how Ultimus’ tailored fund administration solutions support compliance, efficiency, and long-term growth. If you’re attending, reach out to Maureen or Gil to connect. #PrivateEquity #MarketsGroup #Ultimus #FundAdministration

Sun, sand, and smart solutions!  We’re excited to be heading to the Cayman Islands for the GAIM Ops Cayman Conference, April 19–22! As a hub for private funds, the Caymans provide the perfect backdrop to connect with alternative investment professionals and talk about what matters most—efficient, scalable private fund administration.   From navigating operational complexity to supporting long-term growth, our team looks forward to sharing insights, discussing emerging trends, and building meaningful partnerships in one of the world’s premier private funds destinations. See you in Cayman!   #GAIMOps #Ultimus #FundAdministration

Ultimus is heading to the GAIM Ops Cayman Conference next week in the Cayman Islands. Our team members Nick Ablahani, Stephen Auresto, and Gil Maddock will be on-site throughout the conference, connecting with fund managers and operations leaders to discuss the challenges shaping today’s private fund landscape. From scaling operations and navigating complexity to building infrastructure for long-term growth, our team looks forward to sharing how Ultimus’ comprehensive fund administration solutions help private fund managers operate with confidence. If you’ll be attending, connect with Nick, Stephen, or Gil to schedule time to meet—we’d welcome the conversation and the opportunity to learn more about your operational priorities, growth objectives, and long-term strategic goals. #GAIMOps #Ultimus #FundAdministration

Accessibility and transparency are more than ideals—they’re how strong partnerships are built. For Ultimus’ Amanda Houston, “client experience” is about showing up when it matters. It’s answering the call, clearly breaking down the why behind every decision, and making sure nothing is left unclear. At Ultimus, results never come without context. We take a hands-on, high-touch approach so you always know what’s happening and what comes next. No guessing. No gaps. Just clarity, confidence, and a team that stays with you every step of the journey. Watch the video below to hear Amanda explain how we turn this philosophy into action for every single client. Contact us for more about our private credit fund administration services and make sure to connect with Ultimus professionals at the upcoming DealCatalyst Conference. Watch the full podcast here: https://lnkd.in/gGteMa5W

We’re excited to be heading to Nashville as a sponsor of the DealCatalyst and LSTA U.S. Private Credit Industry Conference! On April 16–17, our team members Nicholas Ablahani, William Thoma, Maureen Fitzpatrick, and Amanda Houston will be on-site connecting with industry peers and sharing insights from our deep experience in the private credit space. As active participants in this evolving landscape, we’re looking forward to meaningful conversations around market trends, deal structures, and opportunities ahead. If you plan to attend, we’d love to connect—please reach out to anyone on our team to schedule a meeting. See you in Nashville! #PrivateCredit #DirectLending #Ultimus #FundAdministration