LeverPoint

Ultimus LeverPoint Private Fund Solutions specializes in providing comprehensive fund administration services to private equity and venture capital firms. With over $90 billion in assets under administration (AUA), the company serves a diverse range of clients, from first-time fund managers with $50 million in assets under management (AUM) to established firms managing up to $19 billion. LeverPoint operates in the private fund market, offering a full spectrum of services that include accounting, reporting, and compliance support. The business model is service-based, generating revenue through fees charged for its administration services. LeverPoint's strategic partnership with Ultimus Fund Solutions in 2019 has expanded its capabilities and technological investments, making it one of the largest independent private fund administrators. The company focuses on delivering high-quality, differentiated services that allow fund managers to concentrate on growth and returns.

Keywords: fund administration, private equity, venture capital, assets under administration, compliance support, accounting services, reporting, boutique firm, strategic partnership, technology investment.