UMB Fund Services Adds Seven New Clients in Second Quarter

MILWAUKEE--()--UMB Fund Services, Inc. (UMBFS), a subsidiary of UMB Financial Corporation (NASDAQ: UMBF), announced today that it added seven new clients in the second quarter of 2011.

Clients added in the second quarter include:

  • Center Coast Capital Advisors, LP
  • Dblaine Disciplined Fund
  • Denver Investments
  • Lending Club
  • North American Shale Investment Fund
  • PW Portfolio
  • Towle & Company

Five new clients are receiving hedge fund services through UMBFS’ alternative investments division, JD Clark & Company. One of these is participating in the recently introduced Registered Fund Solutions program, the industry’s first turnkey solution for launching and servicing a registered hedge fund.

As for the other two new clients, one is receiving services from the company’s recently acquired Managed Account Solutions division, while the other is receiving custody services through UMBFS’ affiliate, UMB Bank, n.a.

About UMB Fund Services

Headquartered in Milwaukee, Wis., UMB Fund Services offers a complete line of products and services to the fund industry, including administration and fund accounting, investor services and transfer agency, marketing and distribution; custody services through UMB Bank, n.a.; alternative investment services through JD Clark & Co.; and managed account services. It currently serves more than 180 clients with combined assets of more than $200 billion. For the past two years, the company has been named one of the top 10 midsize employers in southeastern Wisconsin by the Milwaukee Journal Sentinel. UMB Financial Corporation (NASDAQ: UMBF), the parent company of UMBFS, is a financial services holding company with more than $12.4 billion in banking assets, headquartered in Kansas City, Mo.

Contacts

UMB Fund Services
Steve Wujek, 816-423-6214
or
Lonnie Macdonald, 414-299-2111

Recent Stories from UMB Fund Services

  • View Press Release
    UMB Fund Services Selected to Service FPA Funds
    May 02, 2012
    MILWAUKEE--(BUSINESS WIRE)--FPA Funds, managed by First Pacific Advisors, LLC (FPA), selects UMB Fund Services to provide mutual fund transfer agency services. more »
  • View Press Release
    Vericimetry Funds Selects UMB Fund Services
    April 17, 2012
    MILWAUKEE--(BUSINESS WIRE)--UMB Fund Services, Inc. (UMBFS) announced that it has been selected to provide services to Vericimetry Funds’ initial mutual fund, the Vericimetry U.S. Small Cap Value F... more »
  • View Press Release
    UMB Named to KBW Bank Honor Roll
    March 23, 2012
    KANSAS CITY, Mo.--(BUSINESS WIRE)--UMB Financial Corporation is pleased to announce that it has been recognized for superior performance by KBW. more »
RSS feed for UMB Fund Services