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UMB Fund Services Adds Three New Clients in Third Quarter


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MILWAUKEE--([ BUSINESS WIRE ])--[ UMB Fund Services ], Inc. (UMBFS), a subsidiary of [ UMB Financial Corporation ] (NASDAQ: UMBF), announced today that it added three new clients in the third quarter of 2011.

Clients added in the third quarter include:

  • Chartwell Investment Partners
  • Ramius Trading Strategies LLC
  • Transparent Value Advisors, LLC

Two clients have mutual funds in the Investment Managers Series Trust co-sponsored by UMBFS and Mutual Fund Administration Corporation; one of these is a managed futures fund with an offshore component serviced by UMBFSa alternative investments division, [ JD Clark & Company ]. The third client is receiving services from the companyas recently acquired Managed Account Solutions division.

Also during the third quarter, UMB Fund Services began servicing five new funds started by existing clients. These include:

Advisor

Fund

-- Luminous Capital

LC Real Estate Opportunities Fund, LP
LC Special Opportunities Fund, L.P.
-- PCM Funds PCM SQ Opportunity, LP
-- Scout Investments, Inc. Scout Unconstrained Bond Fund

About UMB Fund Services

UMB Fund Services, headquartered in Milwaukee, Wis., offers a complete line of products and services to the fund industry, including administration and fund accounting, investor services and transfer agency, marketing and distribution; custody services through UMB Bank, n.a.; alternative investment services through JD Clark & Co.; and managed account services. It currently serves approximately 190 clients with combined assets of approximately $200 billion. For the past two years, the company has been named one of the top 10 midsize employers in southeastern Wisconsin by the Milwaukee Journal Sentinel. UMB Financial Corporation (NASDAQ: UMBF), the parent company of UMBFS, is a financial services holding company with more than $12.2 billion in banking assets, headquartered in Kansas City, Mo.


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