FormDSignal

ULTIMUS LEVERPOINT

Administrator · CLIFTON PARK, United States · NEW YORK, United States

Funds served
5
Advisers served
1
Gross assets on those funds
$317.5M
Client launches, 12 months
2

Form D launches by this administrator's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name ULTIMUS LEVERPOINT on an existing fund. For ULTIMUS LEVERPOINT: your clients' new funds. For everyone else: launches where ULTIMUS LEVERPOINT is the incumbent to beat.

2 launches in the last 12 months by advisers that already use ULTIMUS LEVERPOINT, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming ULTIMUS LEVERPOINT as administrator

  • WESTWOOD ENERGY SECONDARIES FUND II, LP
  • WESTWOOD ENERGY SECONDARIES CO-INVESTMENT FUND II, LLC
  • WESTWOOD ENERGY SECONDARIES FUND I LLC
  • SALIENT MLP TOTAL RETURN FUND TE, L.P.
  • WESTWOOD ENERGY SECONDARIES CO-INVESTMENT FUND III, LLC

All 5 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.