UMB Fund Services, Inc.

UMB Fund Services, Inc.

UMB Fund Services, Inc.

Date Founded



803 West Michigan Street,Milwaukee, WI 53233-2301

Type of Company


Employees (Worldwide)

251 - 500


Trusts & Funds
Private Equity & Venture Capital
Accounting & Financial Services
Other Business & Consulting Services
Consumer Finance

Company Description

At UMB Fund Services, they recognize the unique challenges clients face. Their goal is to leave clients free to focus on client's primary goals: investment performance and growing assets under management. Having confidence in Client's back office will enhance client's ability to deliver on these goals.Their cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience the kind clients expect and deserve.In today's marketplace, clients need more than a provider; clients need a partner that recognizes they are a critical part of how clients do business and treats client's business as if it were their own.That's how they do business at UMB Fund Services, and how they deliver on their brand promise.

Contact Data
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Executives & Employees


Executive Vice President & General Counsel

Director of Fund Accounting & Administration

Senior Vice President & Director of Distribution Services

Executive Vice President & Director of Client Services

Senior Vice President & Director of Umbfs Technology

Senior Vice President & Director-Alternative Investments

Director of Administration & Alternative Investments

Senior Vice President & Director of Transfer Agency

Senior Vice President, Human Resources

Board of Directors

Chief Financial Officer & Senior Executive Vice President at Valley National Bancorp

Chief Administrative Officer & Executive Vice President at UMB Financial Corp.

Fund Advisor at Infinity Capital Advisors LLC

Director, Elected Manager at Prairie Capital Management LLC

Executive Vice President & Operations Director at UMB Financial Corp.

Paths to UMB Fund Services, Inc.
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UMB Fund Services, Inc.
Recent Transactions
Details Hidden

UMB Financial Corp., Investment Managers Series Trust purchase Chartwell Mid Cap Value Fund

Details Hidden

UMB Financial Corp., Investment Managers Series Trust purchase Chartwell Income Fund

Details Hidden

UMB Financial Corp., Investment Managers Series Trust purchase Investment Managers Series Trust - Berwyn Fund

Advisors & Consultants
Legal Advisor

Former Partner at Wilson Sonsini Goodrich & Rosati PC


Driehaus Capital Management LLC (the "Firm") is a privately-held, independent investment adviser based in Chicago, Illinois and also has an office in New York, New York. Driehaus has been a registered investment adviser with the U.S. Securities and Exchange Commission since March 11, 1983. With approximately $9.07 billion in assets under management, the Firm manages domestic, global, ex-U.S. and dedicated emerging markets equity investment strategies as well as long/short credit investment strategies. We have a global institutional investor base that includes corporate pensions, public funds, endowments, foundations, sub-advisory mandates, financial advisers and family offices. Our niche is that of a smaller, performance-oriented investment adviser with the resources of a much larger organization.

Chartwell Investment Partners investment strategies include: Dividend Value Equity, High Yield Short BB Fixed, Mid Cap Value, US Small Cap, Small Cap Growth, SMID Cap Growth, Mid Cap Growth, Core Fixed Plus, High Yield Fixed, High Yield Short BB Fixed, Intermediate Grage/Fixed/Value Fixed/Core Fixed. They also offer the Chartwell Small Cap Value Fund and the Chartwell Short Duration High Yield Fund.

Leucadia Investment Management LLC, a subsidiary of Jefferies Financial Group, Inc., is a company headquartered in New York, NY. The firm provides investment advice. It was founded in 2013. Solomon Jamshid Kumin and Nicholas Daraviras are the current co-CEOs of the firm.

Non-Profit Donations & Grants
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