Ultimus LeverPoint Announces New Partnership with WCM Investment Management
CLIFTON PARK, N.Y., April 09, 2024 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce its latest partnership with WCM Investment Management, LLC (WCM), a renowned independent asset management firm based in Laguna Beach, CA, with approximately $90 billion in assets under management.
- CLIFTON PARK, N.Y., April 09, 2024 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to announce its latest partnership with WCM Investment Management, LLC (WCM), a renowned independent asset management firm based in Laguna Beach, CA, with approximately $90 billion in assets under management.
- In this partnership, Ultimus is providing fund administration for a number of WCM’s private funds, showcasing Ultimus’ ability to offer a unique and efficient fund servicing environment.
- Recognizing the alignment of values and the potential for a strong partnership, WCM was impressed with Ultimus’ comprehensive, thoughtful response and tailored approach to their needs.
- The partnership among multiple teams at Ultimus and WCM ensured a seamless transfer of WCM’s limited partners onto the Ultimus platform.