Yulish & Associates - Making Clients Happy Since 1993

Testimonials

Kathryn has been our fund administrator for over 5 years, providing us with accurate and timely statements. Beyond great accounting support, she has provided valuable insights to our fund servicing needs. One of her recommendations saved us 50% on our annual audit/tax requirements. Her rates are very reasonable, and her insights have been spot-on. She is a great service partner and I strongly recommend Yulish & Associates.

Mark Epstein-Norris
Portfolio Manager
Arjewel Partners, LLC

Yulish and Associates is both efficient and accurate with extensive knowledge of the industry. The services they provide are consistently best in class and they have proven their value time and time again.

Matthew Peterson, CFA
Peterson Capital Management, LLC

We have been working with Joshua Sack at Yulish & Associates for several years, and have been absolutely delighted by the relationship. Not only has he delivered on the key things one needs from any professional services firm — competence and responsiveness — but he goes well above and beyond. He is an invaluable source of practical and pragmatic advice on a wide range of topics in and around his area of practice. It is obvious that he is continually and actively staying abreast of “best practice” in hedge fund administration, and is very good about sharing what is relevant.

Eric Ver Ploeg
Recursive Capital LLC

As an emerging manager Yulish & Associates was a ‘no brainer!’ The team has found a terrific balance between service and cost. They are fast, accurate, and always nice when answering my questions. I can honestly say it’s a true pleasure to work with them.

Samuel C Wilson, CFA
CEO
Taos Global Investors, LLC

We have been thrilled with Yulish & Associates since we switched administrators 4 years ago. Our fees went down yet we now have a more responsive administrator with an impressive level of expertise.

Randall Gilberd
Managing Member
Rockridge Investment Partners LLC

Kathryn Yulish has provided accounting services for our fund of hedge funds for 8 years. Her work is best in class. She is extremely easy to work with, reliable and responsive. I would recommend Kathryn to everyone in the business, and I would tell friends using larger firms to switch. She is as good as it gets.

Kelly Gasink
Reservoir Investment Partners

"Kathryn and Josh are truly a dynamic duo: sharp, quick, and deadly accurate. A truly fantastic service provider."

Casey Fitz-Gerald
Talkot Capital, LLC

"You guys are the Gold Standard for efficient and accurate Fund Accounting and Administration without all the 'Big Service Provider' bureaucracy."

Mat Martin
MFP Capital, LLC

"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. "

J. Timothy Delaney & David Polansky
Immersion Investments LLC

"When you factor in the price, the risk/reward of going with Yulish as your fund administrator is the easiest decision a capital allocator or business manager will make."

Kris Kelley
Legacy Ridge Capital Management, LLC

"Yulish & Associates' deep knowledge, attentiveness, and responsiveness has played a key role in the success of the fund since its founding in 2006."

Jon Plexico
Stonepine Capital Management, LLC

"Accurate, trusted, responsive, clear and concise are the words that come to mind. We couldn't recommend Yulish & Associates enough as a fund administrator. "

Nikhil & Nitin Gupta
2N Capital GP LLC

"I would advise other start-up funds to look no further -- working with Yulish is a no-brainer."

Jeffrey Keller
Capelight GP LLC

"Yulish & Associates' work has been flawless. By far the best administrator I have ever worked with. I just wish I had called them years ago."

Allen S. Adham
Tenfold Capital Management

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