• Services designed to deliver excellence

    In today's marketplace, you need more than a provider. You need a partner that recognizes they are a critical part of how you do business and treats your business as if it were their own.

    Learn what sets us apart

  • Expanding your product offering?

    We specialize in helping structure and launch both registered and unregistered products, simply and cost-effectively.


    Learn about Turnkey Solutions

  • Valuing your greatest asset: your investors

    We’ve developed a hands-on, boutique service model to give your investors the attention as well as the accurate and timely information they need – and you expect.

    Learn about Alternative Investment Services

  • Tailored services for private equity

    We help you stay focused on investment performance and raising capital by supporting your evolving operational and regulatory needs, while giving your investors the attention they deserve.

    Learn about Private Equity Fund Services

  • A retail vehicle with limited liquidity

    Closed-end interval or tender-offer funds offer distinct advantages to investment managers seeking a retail vehicle with limited liquidity. Our turnkey platform is designed to lower overhead and eliminate barriers to entry.

    Learn about Registered Fund Solutions



News & Insights

Best Administrator - Technology

Report: Unlisted Closed-End Funds

UMB partners with FUSE Research Network to release a comprehensive report on interval and tender-offer funds.

Distribution Toolkit

Partner with us to evaluate your competitive position in the marketplace, identify major hurdles and source the right tools to implement a successful distribution strategy.

Top Workplace for 8 Straight Years

UMBFS has been named a Top Workplace by the Milwaukee Journal Sentinel every year since the awards began.