September 20, 2014 10:13 AM ET

Capital Markets

Company Overview of U.S. Bancorp Fund Services, LLC

Company Overview

U.S. Bancorp Fund Services, LLC provides solutions for mutual funds, closed-end funds, multiple series trusts, partnerships, and offshore funds. It offers fund administration and compliance services, such as general fund management, legal administration, compliance testing and reporting, financial and tax reporting, and performance reporting; and transfer agent services, including shareholder, transfer agent compliance, and financial intermediary support. The company also provides prospect services, such as lead tracking and follow-up, sales reporting, literature fulfillment, and sales support; fund distribution, and marketing and advertising services; and fund accounting services. In additi...

615 East Michigan Street

Milwaukee, WI 53202

United States

Founded in 1969

Phone:

800-300-3863

Fax:

414-212-7360

Key Executives for U.S. Bancorp Fund Services, LLC

President
Chief Executive Officer of Quasar Distributors LLC and President of Quasar Distributors LLC
Chief Compliance Officer
Age: 57
Executive Vice President and Member of the Board of Directors
Age: 51
Executive Vice President and Member of the Board of Directors
Compensation as of Fiscal Year 2014.

U.S. Bancorp Fund Services, LLC Key Developments

U.S. Bancorp Fund Services, LLC Presents at 20th Annual Alpha Hedge East Conference, Mar-04-2014 09:00 AM

U.S. Bancorp Fund Services, LLC Presents at 20th Annual Alpha Hedge East Conference, Mar-04-2014 09:00 AM. Venue: PGA National Resort & Spa, 400 Avenue of the Champions, Palm Beach Gardens, FL 33480, United States. Speakers: Robert J. Kern, Executive Vice President, Business Development.

U.S. Bancorp Fund Services Hires Brett Meilli as Legal Counsel

U.S. Bancorp Fund Services hired Brett Meilli as legal counsel.

Similar Private Companies By Industry

Company Name Region
JD Ford & Company, L.L.C. United States
Mellon Capital III United States
Convergent Technology Group, Inc. United States
Nichols Safina Lerner & Co Inc United States
Edgemont Capital Partners, L.P. United States

Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
November 20, 2013
Quintillion Limited
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
NYC2012, Inc. United States
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Rush University United States
Greater Houston Partnership United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact U.S. Bancorp Fund Services, LLC, please visit www.usbfs.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.