About FD Fund Administration
FD Fund Administration is a Financial Services company based in Philadelphia (United States) founded in 2013, and was acquired by Ultimus Fund Solutions in December 2021. Real estate finance advisory services are provided to clients. FD Fund Administration offers products and services including Fund Administration, Middle Office Services, and Transfer Agency Services. Its focus areas include Investment Industry and Real Estate Funds. Its legal entity is The Ultimus Group, LLC.
Company details
FD Fund Administration was established in 2013 and is headquartered in Philadelphia, United States. Operations focus on the real estate finance sector, where advisory services are delivered to support fund administration and related financial activities. The firm serves clients through expertise in real estate investments, with a team including partners such as Jacqueline Boggs. Geographic emphasis remains on the U.S. market, ensuring compliance and strategic guidance in finance operations.
- Headquarters Philadelphia, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website fd-fa.com
- Social LinkedIn X
- Acquired by Ultimus Fund Solutions (Dec 2021)
- Legal Name The Ultimus Group, Llc
- Investors
- Acquired byUltimus Fund Solutions
(Dec 2021)
Products & Services of FD Fund Administration
FD Fund Administration offers a comprehensive portfolio of products and services, including Fund Administration, Middle Office Services, and Transfer Agency Services.
Manages administration for mutual and exchange-traded funds
Provides investment operations and trade processing solutions
Handles shareholder servicing and record-keeping tasks
Investors in FD Fund Administration
FD Fund Administration has secured backing from 1 investor. Prominent investors backing the company include Ultimus Fund Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of fund administration and middle-office services for registered, private, and public funds | 1999 | ultimusfundsolutions.com | Cincinnati, United States |
Investor details for FD Fund Administration
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of FD Fund Administration
1 people are tracked at FD Fund Administration (1 in leadership).
| Name | Role | Group |
|---|---|---|
Jacqueline Boggs | Partner | Leadership |
Complete people profiles for FD Fund Administration
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of FD Fund Administration
2 dated milestones of FD Fund Administration across 8 years, from founding to its latest funding, stage changes and deals.
- Founded FD Fund Administration is founded.
- Exit Acquired by Ultimus Fund Solutions.
Top companies in Real Estate & Property Investment Funds
3 companies that operate in the same segment as FD Fund Administration (Real Estate & Property Investment Funds) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | USD 6.2 B | 3,200 | ||
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | USD 20.29 B | 4,830 | ||
Bridge Investment Group is engaged in alternative investment management for commercial real estate. | 2009 | Salt Lake City, Utah, United States | USD 463.3 M | 2,250 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Fd Fund Administration
Complete news archive for FD Fund Administration
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about FD Fund Administration
FD Fund Administration was founded in 2013.
FD Fund Administration is headquartered in Philadelphia, United States. It is registered at Philadelphia, Pennsylvania, United States.
FD Fund Administration was established in 2013 and is headquartered in Philadelphia, United States. Operations focus on the real estate finance sector, where advisory services are delivered to support fund administration and related financial activities. The firm serves clients through expertise in real estate investments, with a team including partners such as Jacqueline Boggs. Geographic emphasis remains on the U.S. market, ensuring compliance and strategic guidance in finance operations.
FD Fund Administration offers Fund Administration, Middle Office Services, and Transfer Agency Services.
FD Fund Administration has 1 investor. Key investors include Ultimus Fund Solutions.
FD Fund Administration operates through The Ultimus Group, Llc.
Yes. FD Fund Administration was acquired by Ultimus Fund Solutions in December 2021.