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UMB Fund Services
Lonnie Macdonald
EVP & Director, Business Development
803 West Michigan Street
Milwaukee, WI 53233 USA
lon.macdonald@umb.com
414-299-2209



Company Description

Whether yours is a traditional hedge fund, fund of funds, or registered fund of funds, JD Clark & Company is ready to serve your needs. We offer high-touch service, leading-edge technology, and the stability of a highly capitalized parent organization that’s been around for 95+ years.

Our full array of services includes product formation assistance, fund administration, fund accounting, investor accounting and reporting, tax preparation and reporting, and custody (through our affiliate, UMB Bank, n.a.).

For reliable, responsive and relationship-oriented service, call 414-299-2111 or visit www.jdclark.com.




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