Ultimus LeverPoint News and Activities

Ultimus LeverPoint is owned by Ultimus Fund Solutions.

They are in:

• Fund67%
• Financial Services33%

View the org chart displaying its 21 main executives

Most searched biographies at Ultimus LeverPoint

• Jay Martin, President
• Daniel Di Sorbo, Vice President, Treasury Operations
• Rebecca Hull, Managing Director, Private Equity

Popular executive movements at Ultimus LeverPoint

• Samantha Rondinelli, who was Vice President, Financial Accounting and Reporting Services, Private Equity Funds, is promoted to Senior Vice President, Financial Accounting and Reporting Services, Private Equity Funds  (posted on December 14 2025).
• Bridget Reilly, who was Vice President, Management Company, is promoted to Senior Vice President, Management Company  (posted on December 14 2025).
• Feifei Huang, who was Vice President, Reporting Services, Private Equity, is promoted to Senior Vice President, Reporting Services, Private Equity  (posted on December 14 2025).

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Popular executive movements at Ultimus Fund Solutions

• Terri Fiedler has joined the company as Independent Director  (posted on May 27 2026).
• Stephen Wood has joined the company as Chief Financial Officer  (posted on December 11 2025).
• Jay Martin has joined the company as President, Ultimus Private Fund Solutions  (posted on September 11 2025).

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Ultimus Fund Solutions has 1,642 competitors including Griffin Gaming Partners (United States (USA)), BlackRock (United States (USA)) and KKR (United States (USA)).

Popular M&A news in Fund

• Bridgepoint has announced the acquisition of Obagi Medical Products  (posted on June 4 2026).
• DigitalBridge Group has announced the acquisition of ArcLight Capital Partners  (posted on June 3 2026).
• Prime Capital Financial has acquired Access Capital Partners (posted on June 2 2026).

Popular contacts in Fund

• Antonio Gracias - Founder, Chief Executive Officer and Chief Investment Officer at Valor Equity Partners
• Salim Ramji - Chief Executive Officer and Director at Vanguard
• Hemant Taneja - Chief Executive Officer and Managing Director at General Catalyst Partners

Learn more about the Fund industry

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