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UMB Fund Services, Inc.

Hedge Funds

Description

UMB Fund Services, Inc. provides mutual fund and hedge fund services. Its mutual fund services include fund accounting, fund administration, cash management, distribution services, custody, and transfer agency services. The companys investments/hedge fund services comprise financial statements, performance reporting, tax preparation and compliance, audit coordination, offshore fund services, and consulting services. It also offers managed account solutions that enable investment managers, sponsors, and overlay managers to outsource their operational and administrative SMA infrastructure. In addition, the company provides trust sponsorship, fiduciary and investment oversight, cash sweep, marketing and securities lending, and named distributor services. UMB Fund Services, Inc. was formerly known as Sunstone Financial Group Inc. The company was founded in 1990 and is based in Milwaukee, Wisconsin. As of April 2001, UMB Fund Services, Inc. operates as a subsidiary of UMB Financial Corporation.

Corporate Address

803 West Michigan Street Milwaukee, WI53233 United States of America

United States of America

414-271-5885

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