Sardis Group Launches Structured Credit Fund with Ultimus Backing
Event summary
- Ultimus Fund Solutions supported the launch of Sardis Group’s inaugural interval fund and separate account business on March 11, 2026.
- Sardis leveraged Ultimus’ Gateway™ platform to streamline the fund's debut, enabling efficient market entry.
- The fund, SGSIX, focuses on structured credit investments across asset-backed and real estate sectors, with $660M in AUM as of February 25, 2026.
- Ultimus also supports Sardis’ separately managed accounts for institutional clients.
The big picture
The launch highlights the growing trend of asset managers entering the retail alternatives space, with Ultimus positioning itself as a key enabler. Sardis’ focus on structured credit and leveraging Ultimus’ infrastructure underscores the demand for specialized operational support in launching complex investment products.
What we're watching
- Retail Alternatives Growth
- How Ultimus’ ability to support new entrants in the retail alternatives market will impact its competitive positioning.
- Operational Scalability
- Whether Sardis can sustain asset growth while managing complex strategies across multiple channels.
- Market Demand
- The pace at which institutional and private wealth channels adopt structured credit interval funds like SGSIX.
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