Yulish & Associates partnership accounting and fund administration services are accurate and timely. They are very responsive to inquiries, knowledgeable about industry resources and their work integrates seamlessly with auditor requirements. I would recommend anyone looking for administration services to include Yulish & Associates in their search.
The Primary Fund, L.P.
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.
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
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.
Rockridge Investment Partners LLC