Testimonials
Yulish & Associates is a great partner for emerging fund managers. Kathryn and Josh provide clean and efficient fund administration as well as helpful guidance on growing a business. Yulish & Associates is a trusted and valued business partner.
Dane Lewis
San Francisco Investment Management, LLC
I worked with Yulish & Associates for five years and I was consistently pleased with the quality of their service. They were timely in delivering reports, and highly responsive to various incidental requests. They also interfaced well with other service providers. I can strongly endorse them as an administrator.
Kevin Crowley
Sollucet Capital LLC
After the dismal 2008 financial year, we wanted to cut costs for our fund and Alps Price Meadows, our administrator at the time, highly recommended Yulish & Associates. Our transition to them was seamless and we were able to reduce our administration fee without compromising on service. We have been very pleased with their service. We, too, highly recommend them to any private fund looking for great service at a competitive price.
Rebecca Hendrickson
Footprints Asset Management & Research, Inc.
Good people. Good service. Hire these guys!
Jeff Kone
Wall Street Resource, LLC
Yulish & Assoc. has been extremely responsive to our needs. The actual accounting they have provided has never been questioned through a total of 15 audits. They have provided a range of services beyond the accounting and third party rep services, including advising on other fund service providers and industry best practices. And the statements have always been delivered in a timely fashion.
Daniel M. Daiss
Ladera Investments, LLC
Kathryn and her team were extremely helpful throughout the process of getting my fund up and running. Since the launch they have impressed with prompt delivery of monthly numbers and equally timely responses to all my inquiries in between. I would recommend – and have recommended – Yulish & Associates to other managers looking for an Administrator for their new or small fund.
Eric F. Sohn, CFA
North River Capital Partners, LLC