News & Press

News & Press 2018-10-03T15:19:23+00:00

Diverse Private Equity Funds Featured in Gemini Industry Roundup

The Gemini Companies (Gemini) today makes available a recorded webinar featuring experts from a variety of private equity fund structures, including a registered interval fund, a registered open-end fund, and a private equity fund. The event was moderated by James Williams, editor of Private Equity Wire, and included four panelists: Eric Bundonis, Portfolio Manager from KKR; David Armstrong, Portfolio Manager [...]

November 29, 2018|

Gemini Discusses “What You Need to Know” When Launching a Mutual Fund or ETF

Gemini recently made available a recorded webinar for investment advisors who are interested in launching a registered fund (such as a mutual fund or ETF). The webinar, “A Realist’s View: What You Need to Know About Launching a Fund,” featured experienced industry panelists Anita Krug, an Independent Trustee, Kyle Thorberg, Gemini Senior VP, and James Ash, Gemini Senior VP. Mr. [...]

November 29, 2018|

Fund Experts Deliver Update on Audit, Accounting and Tax Trends at Gemini Industry Summit

The Gemini Companies (Gemini) today shares insights (via a recording) from a recent event they hosted in Boston featuring experienced accounting, tax, and audit professionals. The panel, “Current Developments in Audit,” was moderated by Joe Breslin, Audit Committee Chairman of Northern Lights Fund Trust IV, and featured perspectives from: Scott Mackey, Partner at RSM US LLP; John Braun, Partner at [...]

November 28, 2018|

GTCR Announces Strategic Combination of Ultimus and Gemini

Combined business will be a leading independent fund administrator CINCINNATI, OH and HAUPPAUGE, NY (November 19, 2018) – GTCR, a leading private equity firm, announced today that it had entered into definitive agreements to separately acquire Ultimus Fund Solutions and The Gemini Companies in a strategic combination.  The combined company, which will operate as Ultimus Fund Solutions, will be a [...]

November 19, 2018|

Blueprint Capital Advisors Selects Gemini’s Dedicated Managed Account Platform

The Gemini Companies (Gemini) and Blueprint Capital Advisors (Blueprint), an investment firm focused on manager sourcing, due diligence and the structuring of investments in emerging managers and strategies, today announced that they will create a Dedicated Managed Account (DMA) offering. Through this structure, Blueprint’s investors can benefit from reduced fees and implementation costs and increased transparency of their underlying assets [...]

November 7, 2018|

David Young featured on Hedgeweek.com: A Good Sherpa as OCIOs Ascend

Gemini President (Solutions for Hedge/Alternative Funds) David Young was recently featured on Hedgeweek.com's 2018 special report on Managed Account Platforms. In an environment of fund fee compression, leveraging a private managed account platform may offer an easier way for an outsourced chief investment officer (OCIO) to get approval from pension fund investment committees.  The traditional consultant model has been non-discretionary, [...]

November 6, 2018|

Gemini Wins Best Accounting and Audit Services at Mutual Fund Services and Tech Awards

HAUPPAUGE, N.Y.— October 10, 2018— The Gemini Companies (Gemini) announced today that it was awarded Best Accounting and Audit Services at Fund Intelligence’s US Mutual Fund Services and Technology Awards 2018 event, which was held in New York City on Thursday, October 4th. Gemini was also nominated in six categories – the most accumulated by any Fund Administrator in the [...]

October 18, 2018|

Gemini Voted Best Administrator for Liquid Alternative ‘40 Act Funds

HAUPPAUGE, N.Y.— September 27, 2018 — The Gemini Companies (Gemini) announced today that it has been voted the best Liquid Alts ‘40 Act Fund Administrator for 2018 by subscribers of Global Fund Media publications (e.g., Institutional Asset Manager, Wealth Adviser, Alpha Q, ETF Express, Hedgeweek, and PE Wire). “We are pleased to offer managers of complex funds the specialized and [...]

September 27, 2018|

Gemini Event Uncovers Key Success Factors for Starting a Registered Fund

The Gemini Companies (Gemini) today released key insights a panel of registered fund experts shared during a recent webinar, “Navigating Challenges for Startup Funds.” Marissa Capodanno, Deputy Head of Content for the Fund Intelligence Group, moderated the event, which included three panelists: Sandra Powers, CEO of ARK Global LLC; Chris Menconi, Partner at Morgan, Lewis & Bockius LLP; and James [...]

July 23, 2018|

Gemini’s Complete Offering Singled Out as Unique to Industry in Global Custodian Survey

The Gemini Companies (Gemini) is pleased to announce its compelling results from the 2018 Global Custodian Mutual Fund Administration Survey, which surveys fund administration clients to determine a ranking [on a scale of 1 (very weak) to 7 (excellent)] for each participant organization. The report specifically acknowledged the completeness of Gemini’s offering, including for complex funds, as being unique in [...]

July 17, 2018|