Skip To Content
Yulish & Associates - Making Clients Happy Since 1993


It’s been a wonderful experience working with Josh Sack and Yulish & Associates.  Their advice and professionalism are invaluable to a new fund manager like myself!

Jeff Wu
Managing Member
Red Crane Capital Management, LLC

Over the years Kathryn and Josh have proven to be the utmost professionals and their knowledge and skill set have helped us run our business.  Moreover, their flexibility and willingness to answer questions or get on the phone at any time have helped solve many a fire drill.

Joe To
Managing Member
Valley Investment Management, LLC

Yulish and Associates have been great in helping us get our firm set up.  Kathryn is patient and knowledgeable in the process and helped turn something that seemed so complicated into easy steps that we could follow.  Now that we are up and running, she provides a great, timely service and continues to answer our questions.  She was and continues to be the perfect match for our firm.

Eric Moessing
Ark Global Emerging Companies, LP

Yulish & Associates is not just a fund administrator, but also a business partner. Kathryn’s and Josh’s expertise spans beyond fund accounting, and I count them as a key trusted advisor on an extensive range of matters. Their timeliness with monthly reports is unparalleled, and they’re an immense help with the year-end audit. I cannot recommend them enough; they make my job easier.

Alexander A. Kastor, CFA
Managing Partner
Thisavros Management, LLC

Yulish has been administrator of our multi-strategy fund since its inception over a year ago, and advised us for nearly a year leading up to the launch. Our traditional all-cap strategy inception dates back to 2000, and unfortunately we have more often than not been disappointed with our vendors. Yulish is an exception. They have demonstrated the rare combination of value pricing while delivering exceptional service.

Nick Tompras
Alpine Partners Management, LLC

We have worked with Yulish & Associates for the past 3 years and have had a terrific experience with both Kathryn and Josh. They are impeccable in terms of service and reliability and have served as an excellent resource for general questions in running our fund. I would recommend the firm without hesitation to others.

Matt Blank
Blank Equity Mercury Fund, LLC

"I only have the best things to say about my experience using Yulish & Associates...they go the extra mile..."
Jeffrey Sarti, CFA
Crosscourt Capital Management 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
"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
"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