You want to launch an interval fund
(but don’t know where to start).

Or rather, our friends at Ultimus do. Their in-depth guide answers your real questions.

  • How much AUM do I need to be viable? Profitable?

  • What are the steps to launching? Timeframe?

  • Do I have to get on the platforms? How?

  • Who has had success launching interval funds?

Let’s get into the art and science of interval funds.

We got  your back


About Ultimus Fund Solutions

Raising the Bar for Tech-Driven Fund Administration

Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration and investor servicing solutions to support registered funds, private funds and public plans.

By combining cutting edge technology with high-touch consultative services, they provide solutions designed to meet the individual fund administration needs of various sized fund sponsors, investment managers and large institutions.

"The Ultimus team has won a slew of awards for their work and I speak from personal experience when I say the people behind the scenes are good as gold."

- Stacy