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November 04, 2025 21:00 ET | Source: Ultimus Private Fund Solutions, LLC

Ultimus Vice Chairman Jim Cass Appointed to Financial Scholars Philadelphia Advisory Board

Ultimus announced that Jim Cass, the company's Vice Chairman, has been appointed to the Philadelphia Advisory Board of Financial Scholars.
September 09, 2025 08:30 ET | Source: Ultimus Fund Solutions, LLC

Ultimus Fund Solutions Strengthens Leadership Team

Ultimus appoints industry veterans John Lehner as President, Ultimus Public Fund Solutions, and Jay Martin as President, Ultimus Private Fund Solutions.
May 06, 2025 08:55 ET | Source: Ultimus Private Fund Solutions, LLC

Ultimus Enhances Comprehensive Private Credit Fund Administration to Support Investment Managers

Ultimus has expanded its comprehensive private credit fund administration services capabilities to address the evolving needs of private credit managers.