Previous administrators (big name everyone knows) did a good job at a very high price, but inflexible and with revolving-door staffing. Yulish a breath of fresh air: faster turnaround, responsive, customization, consistent people, and a better price. Wouldn’t consider another firm, no matter how big we get. Recommend completely without qualification.
Asset Direction Incorporated
Kathryn Yulish has worked with my firm from inception (going on ten years), and she remains a trusted resource. Her knowledge and competence is without question, and I greatly value her professionalism, responsiveness, and integrity. Needless to say, I highly recommend Yulish and Associates!
Financia Capital, LLC
We have had the pleasure of working with Yulish for nearly 4 years. They not only serve as our Fund Admin, but as a trusted partner and advisor so that we continue to employ the highest standards of practice.
Maze Investments, LLC
Whether you are looking for an administrator prior to launch, or searching for a new provider for an existing fund, I would highly recommend Yulish and Associates. The firm’s experience, customer service, value proposition, and knowledge of the industry, has resulted in Yulish & Associates becoming a valuable partner as we have grown our business.
AB Value Management, LLC
Joshua Sack and Yulish & Associates have been one of the most responsive and reliable service providers that we have ever worked with. Joshua listens to our needs and responds immediately every time with helpful action. We are happy to have found such a competent partner.
Check Capital Management Inc.
We have launched two funds with Yulish. They are quick, efficient, and straight-forward in their administration of our funds, but far more valuable has been the level of personalized service, expertise, and guidance they have provided as we launched our funds and grown our business. Their services have been critical for us, at a price that is affordable for a small firm.
Acuitas Investments, LLC