• Decidedly Distinct

    In today's marketplace, you need more than a service 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

  • 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



In the News

White Paper: Rethinking Trust Structure

Explore the advantages of converting a standalone mutual fund into a series trust and the factors driving this organizational rethinking among asset managers.

White Paper: Competing for Assets

Tactical advice on how to navigate stiff competitive headwinds in the quest to raise assets.

Alt Fund Survey Insights

Jill Calton shares survey-based insights on differentiation opportunities and challenges for alternative funds.

Best Administrator - Technology

Interval & Tender-Offer Fund Report

UMB's second annual comprehensive report on unlisted closed-end interval and tender-offer funds.

Assessing the Quality of your Data Provider

What to know before purchasing a database to support your marketing and sales efforts.

Asset Raising Support

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.

Qualified Opportunity Zone Funds

Spencer Erickson, managing director of Alternative Investments Tax, shares his expertise through a helpful overview of these new funds.

Top Workplace for 9 Straight Years

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

Industry Updates

Articles, whitepapers and our quarterly Industry Trends.

UMB Blog

Insights on fund product trends, fund service outsourcing, community involvement and more.

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