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UMB Fund Services
Lonnie Macdonald
EVP & Director, Business Development
803 West Michigan Street
Milwaukee, WI 53233 USA
lon.macdonald@umb.com
414-299-2209



Company Description

For 60 years, UMB Fund Services has provided investment product services for some of the nation’s top financial services companies – currently servicing 100 clients with over $160 billion in assets.

Whether yours is a traditional hedge fund, fund of funds, or registered fund of funds, UMB is ready to serve your needs. We offer high-touch service, leading-edge technology, and the stability of a highly capitalized parent that’s been around for 95+ years. Our full array of services includes product formation assistance, custody, administration, fund accounting, investor accounting and servicing, and tax compliance.

For reliable, responsive and relationship-oriented service, call 888.844.3350 or visit www.umbfs.com.



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