Yulish & Associates - Making Clients Happy Since 1993


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.

Jeff Hamer
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!

Ian Fraley
Managing Principal
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.

Adam Epstein
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.

Dave Polonitza
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.

Steven Check
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.

Dennis Jensen
Acuitas Investments, 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
"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
"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
"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