FormDSignal

THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT

Administrator · CLIFTON PARK, United States

Funds served
31
Advisers served
1
Gross assets on those funds
$6.67B
Client launches, 12 months
4

Form D launches by this administrator's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT on an existing fund. For THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT: your clients' new funds. For everyone else: launches where THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT is the incumbent to beat.

4 launches in the last 12 months by advisers that already use THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming THE ULTIMUS GROUP, LLC D/B/A LEVERPOINT MANAGEMENT as administrator

  • CRESTVIEW PARTNERS IV, L.P.
  • CRESTVIEW PARTNERS IV (OFFSHORE), L.P.
  • CRESTVIEW PARTNERS III CV-A, L.P.
  • CRESTVIEW PARTNERS III, L.P.
  • CRESTVIEW PARTNERS II, L.P.

All 31 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.