I have been working with Yulish and Associates for some time now and Alpine Quantitative Investment Fund, LP couldn’t be happier with the work performed. Kathryn and her team are responsive, capable, and caring of handling all of our Fund’s needs. This has been our best experience with any Fund administrator over the past two decades from a GP or LP experience. In closing, I highly recommend working with Yulish and Associates.
Alpine Quantitative Investment Fund, LP
Yulish & Associates should be a business-school case study on how specialization and standardization yield extreme productivity. Their automated approach is a tremendous value for the right kind of client. They have also been around long enough to have a recognized brand. We shopped around a lot before choosing them, and again and again, have been glad we went with Yulish.
Spinoff & Reorg Fund LP
Kathryn has been an excellent resource through the launch and continued operation of our Fund. Her experience and understanding of the industry are evident as she provides us with responses to our inquiries. Her timeliness of monthly and quarterly reporting is better than we could have expected. We are both pleased and grateful to have found her as a resource.
Robert C. Stewart, CPA
Director/Chief Compliance Officer
Juniper Peak Capital LLC
I only have the best things to say about my experience using Yulish & Associates for my admin work on my hedge fund. Working directly with Josh and Kathryn was a huge benefit in that other admin firms tend to assign lower level staff for the day to day work while at Yulish you have direct contact with experienced individuals. Also, any unforeseen problems are dealt with in a timely manner and they go the extra mile to provide a level of consulting expertise that went above and beyond the basic admin function I hired them for.
Jeffrey Sarti, CFA
Crosscourt Capital Management LLC
Yulish & Associates are the best at what they do, and I cannot recommend them strongly enough. They not only exceed our expectations on the fund administration end, but caught a major mistake our regional accounting firm made that saved us thousands of dollars. We plan to use them for every additional fund we launch in the future. Josh’s attention to detail, incredible knowledge of the industry and personal attention are amazing. In addition, they are incredibly cost-effective – so much so that we felt we should be paying them more! Every statement was delivered on time and without a single error. They are an invaluable partner.
L3 Capital, LLC
Kathryn Yulish and her team are delightful to work with, producing flawless reporting which we typically receive within a day or two of the month end. We recently underwent an SEC exam and the auditors were very impressed with the comprehensive and easy to navigate reports provided by Yulish. We were able to successfully complete our exam with a minimum number of questions and stress. Her wealth of experience and counsel has been valuable to our business decision making. We recommend Yulish & Associates highly.
Coe Magruder, CEO
Washington Growth Strategies LLC