We have used Yulish & Associates as our administrator for nearly 15 years. Kathryn and Josh are truly a dynamic duo: sharp, quick, and deadly accurate. They have always presented a simple, elegant solution to a complicated reality. Kathryn has proven herself to be capable of staying ahead of the curve with respect to our fund, which maintains several side pockets. When things get complicated and technical, Kathryn is ready with a practical approach and a thoughtful solution. A truly fantastic service provider.
Talkot Capital, LLC
You guys are the Gold Standard for efficient and accurate Fund Accounting and Administration without all the ‘Big Service Provider’ bureaucracy.
MFP Capital, LLC
It was a great decision back in 2016 to appoint Yulish & Associates as our fund accountants. It didn’t take long to come to that conclusion; right from the beginning, we were impressed with the speed at which the firm produced relevant and accurate· reports on a timely basis and the proactive nature of their approach. Yulish is both very knowledgeable of our needs and understands the business environment in which we operate.
If that wasn’t enough, Yulish & Associates is a pleasure to work with – not something that can be taken for granted these days. I would unequivocally recommend them to anyone that may need their services.
Newport Asia LLC
We have been working with Yulish and Associates for the past four years, and I have been very impressed with their quality of service and responsive attitude. They have always been quick to respond to my questions and concerns, and they have always gone above and beyond to help. I would highly recommend Yulish and Associates to anyone looking for a reliable and experienced investment fund administrator.
Here are some examples of how Yulish and Associates have gone above and beyond for me:
- When we had a question about a complex accounting issue, they were able to provide me with a clear and concise answer within 24 hours.
- When we needed help with regulatory filing, they worked with me to ensure the filing was completed correctly and on time.
- If we had an issue or questions from a client, they were able to assist and make sure all questions were answered.
I am confident that Yulish and Associates would be a valuable asset to any investment fund, large or small. They are a team of experienced professionals who are committed to providing their clients with the highest quality of service.
Hidden Point Capital, LLC
Working with Kathryn Yulish and her firm, Yulish & Associates, has been instrumental in our business over the years. From the very beginning, they helped us with everything from effectively navigating the hedge fund setup process, assembling high quality vendors and service providers, and helping us think through best practices for emerging managers like ourselves at the time. And over the years, they have continually provided us and our investors with great service, trusted books and records, and ongoing guidance whenever we needed it. It has been a true pleasure working with Kathryn and her team.
John D. Ellison, CFA
Richmond Quantitative Advisors, LLC
Yulish has been an exceptional resource for our organization, consistently impressing us with their attention to detail, fast response times, and ability to deliver accurate and timely data. They go above and beyond, offering valuable insights and helping us navigate issues in various parts of the business. Their dedication and professionalism have been instrumental in our success, and we highly recommend their services to anyone in need of exceptional support in fund administration. Yulish is a reliable and proficient service provider who consistently delivers outstanding results.
J. Timothy Delaney & David Polansky
Co-Founders & Managing Partners
Immersion Investments LLC