Institutional Strength & Boutique Service.

Invested in our Clients’ Success.

 

A Strong and Stable Fund Servicing Partner. Connecting With You for the Long Term.

Ultimus LeverPoint Private Fund Solutions provides fund administration solutions to over 230 firms with over $90B in AUA. Our clients are spread over a diverse range of private fund firms across the country, ranging in size from first time firms with AUM of $50M, to established firms with AUM of $19B.

In 1995, LeverPoint started as part of The Encompass Group of The Ayco Company L.P. In August of 2007, the business spun out of The Ayco Company, a Goldman Sachs subsidiary, formed LeverPoint and operated as a leading boutique fund administration firm. In 2019, we joined forces with Ultimus Fund Solutions to become one of the largest independent private fund administrators, providing differentiated high-quality services and a broader set of capabilities while investing further in technology.

Private Fund Update

Click on the image to watch Private Fund industry experts share insights during a recent industry event hosted in New York City. The panel, entitled “Private Funds Update”, was moderated by Lisa Vioni, CEO of Hedge Connection, and featured speakers David MacPhee, CEO of Ultimus LeverPoint, and Krista McCoy, Chief Business Development Officer for Ultimus LeverPoint.

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Ultimus LeverPoint joined forces with Ultimus Fund Solutions in September 2019. You can read more about the acquisition here.

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