Please join us in welcoming our July new hires! We are excited to have them join our growing team. Matthew Hosey – Staff Accountant I Jesus Causing – Investor Services Associate I John Mendoza – Staff Accountant I
Ultimus LeverPoint Private Fund Solutions
Accounting
Clifton Park, New York 10,785 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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Looking for real-time access to essential fund data? Ultimus’ cutting-edge web tool, uCONNECT®, provides clients with accessible, accurate, and dynamic reporting capabilities. uConnect supports on-demand comprehensive reporting that helps reduce the time and effort needed for clients to access their crucial data. Clients can customize their own reports or choose from the hundreds of pre-existing options, such as Schedule of Investments, General Ledger, Investor Demographics, Capital Transactions, and Fund Performance Metrics. Our commitment to offering advanced technological solutions solidifies our position as the leading independent provider of fund administration services. Discover our full suite of solutions: https://trst.in/iHVzfh
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Attending today’s CAIS Live event in Vail? Join Jim Cass, President of Ultimus LeverPoint Private Fund Solutions, as he moderates the panel "A New Age of Income: The State of Private Credit." Ultimus’ Jim Cass and Joseph Koehler, CFP® look forward to connecting with industry colleagues at this premier event today! CAIS Live is a nationwide alts education program for advisors featuring in-person events for independent advisors in key cities across the nation. Learn more and find an event near you: https://trst.in/AYjiqN To learn more about Ultimus LeverPoint, visit us at: https://trst.in/Z45HoE
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Today at Cog Hill Golf & Country Club in Lemont, IL, Ultimus LeverPoint Private Fund Solutions is thrilled to return as a premier sponsor at the 2024 ACG Chicago Golf Outing. We look forward to a great day of golf with industry peers!
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Ultimus LeverPoint Private Fund Solutions is excited to be a Wine Table Sponsor at tonight’s ACG Florida 2024 Vino at the Casino event at Raymond James Stadium in Tampa, Florida. This annual event offers attendees an engaging opportunity to mingle with members and guests, all while savoring exquisite wines and enjoying exciting casino entertainment. Maureen Fitzpatrick and Joseph Koehler, CFP® look forward to seeing you there!
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Attending today’s CAIS Live event in Chicago? Ultimus’ Andrew Jones and Kerric Kynard, CMFC® CRPC® are looking forward to connecting with industry colleagues at this premier event. CAIS Live is a nationwide alts education program for advisors featuring in-person events for independent advisors in key cities across the nation. Learn more and find an event near you: https://lnkd.in/dA-W-tpf
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Ultimus LeverPoint Private Fund Solutions is excited for next week’s CAIS Live event in Vail, CO from July 29-30. Join us to hear Jim Cass, President of Ultimus LeverPoint, moderate the panel about A New Age of Income: The State of Private Credit. CAIS Live is a nationwide alts education program for advisors featuring in-person events for independent advisors in key cities across the nation. Learn more here: https://lnkd.in/dA-W-tpf To learn more about Ultimus LeverPoint, visit us at: https://trst.in/qSMIxh
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Ultimus LeverPoint Private Fund Solutions is thrilled to be a Wine Table Sponsor at ACG’s 2024 Vino at the Casino event – July 25th at Raymond James Stadium in Tampa, Florida. We are looking forward to this annual event and connecting with industry professionals, members and guests while pouring great wine and enjoying some casino fun! Reach out to Maureen Fitzpatrick or Joseph Koehler, CFP® for more information. To learn more or to register, visit: https://trst.in/SWEOj1
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Ultimus LeverPoint Private Fund Solutions is excited to return as a premier sponsor at the 2024 ACG Chicago Golf Outing on July 26 at Cog Hill Golf & Country Club. We look forward to connecting and engaging with industry colleagues, and a successful day on the greens with the alternative investment industry. Reach out to Andrew Jones for more information. For event details, visit https://trst.in/W6uKp9
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At Ultimus, we prioritize excellence and client satisfaction in our fund administration and middle office services. By leveraging industry-leading technology and best practices, we deliver real-time insights, comprehensive reporting, and seamless integration, allowing our clients to concentrate on core objectives and drive growth. We believe in the power of partnerships. Our team is dedicated to building long-term client relationships founded on trust and transparency. Ultimus is committed to delivering tailored solutions and exceptional service at every stage. Contact us to learn more https://trst.in/hXx8x6
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