# Westwood Broadmark Tactical Growth Fund — new fund registration Ultimus Managers Trust registered 5 new fund series on Form 485APOS, filed 2022-06-28. Featured series: Westwood Broadmark Tactical Growth Fund. ## Registration - Registrant / trust: Ultimus Managers Trust - CIK: 0001545440 - Form: 485APOS - Filed: 2022-06-28 - State of incorporation: DE - Accession: 0001580642-22-003264 - Reported net assets: $184.4M ## Series & classes (21) | Series | Class | Ticker | New | | --- | --- | --- | --- | | [Westwood Broadmark Tactical Growth Fund](https://search.stillhousedata.com/fund/S000077488) | Westwood Broadmark Tactical Growth Fund C Class Shares | FTGOX | Yes | | [Westwood Broadmark Tactical Growth Fund](https://search.stillhousedata.com/fund/S000077488) | Westwood Broadmark Tactical Growth Fund F Class Shares | — | Yes | | [Westwood Broadmark Tactical Growth Fund](https://search.stillhousedata.com/fund/S000077488) | Westwood Broadmark Tactical Growth Fund Institutional Shares | FTGWX | Yes | | [Westwood Broadmark Tactical Growth Fund](https://search.stillhousedata.com/fund/S000077488) | Westwood Broadmark Tactical Growth Fund A Class Shares | FTAGX | Yes | | [Westwood Broadmark Tactical Plus Fund](https://search.stillhousedata.com/fund/S000077489) | Westwood Broadmark Tactical Plus Fund A Class Shares | SBTAX | Yes | | [Westwood Broadmark Tactical Plus Fund](https://search.stillhousedata.com/fund/S000077489) | Westwood Broadmark Tactical Plus Fund C Class Shares | SBTCX | Yes | | [Westwood Broadmark Tactical Plus Fund](https://search.stillhousedata.com/fund/S000077489) | Westwood Broadmark Tactical Plus Fund F Class Shares | BTPIX | Yes | | [Westwood Broadmark Tactical Plus Fund](https://search.stillhousedata.com/fund/S000077489) | Westwood Broadmark Tactical Plus Fund Institutional Shares | SBTIX | Yes | | [Westwood Salient Global Real Estate Fund](https://search.stillhousedata.com/fund/S000077490) | Westwood Salient Global Real Estate Fund F Class Shares | — | Yes | | [Westwood Salient Global Real Estate Fund](https://search.stillhousedata.com/fund/S000077490) | Westwood Salient Global Real Estate Fund A Class Shares | KIRAX | Yes | | [Westwood Salient Global Real Estate Fund](https://search.stillhousedata.com/fund/S000077490) | Westwood Salient Global Real Estate Fund C Class Shares | KIRCX | Yes | | [Westwood Salient Global Real Estate Fund](https://search.stillhousedata.com/fund/S000077490) | Westwood Salient Global Real Estate Fund Institutional Shares | KIRYX | Yes | | [Westwood Salient MLP & Energy Infrastructure Fund](https://search.stillhousedata.com/fund/S000077491) | Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares | SMLPX | Yes | | [Westwood Salient MLP & Energy Infrastructure Fund](https://search.stillhousedata.com/fund/S000077491) | Westwood Salient MLP & Energy Infrastructure Fund Ultra Fund | SMRPX | Yes | | [Westwood Salient MLP & Energy Infrastructure Fund](https://search.stillhousedata.com/fund/S000077491) | Westwood Salient MLP & Energy Infrastructure Fund C Class Shares | SMFPX | Yes | | [Westwood Salient MLP & Energy Infrastructure Fund](https://search.stillhousedata.com/fund/S000077491) | Westwood Salient MLP & Energy Infrastructure Fund A Class Shares | SMAPX | Yes | | [Westwood Salient MLP & Energy Infrastructure Fund](https://search.stillhousedata.com/fund/S000077491) | Westwood Salient MLP & Energy Infrastructure Fund F Class Shares | — | Yes | | [Westwood Salient Select Income Fund](https://search.stillhousedata.com/fund/S000077492) | Westwood Salient Select Income Fund Institutional Shares | KIFYX | Yes | | [Westwood Salient Select Income Fund](https://search.stillhousedata.com/fund/S000077492) | Westwood Salient Select Income Fund F Class Shares | — | Yes | | [Westwood Salient Select Income Fund](https://search.stillhousedata.com/fund/S000077492) | Westwood Salient Select Income Fund A Class Shares | KIFAX | Yes | | [Westwood Salient Select Income Fund](https://search.stillhousedata.com/fund/S000077492) | Westwood Salient Select Income Fund C Class Shares | KIFCX | Yes | ## Fees (from the effective prospectus) - 12b-1 fee: 0.75% - Gross expense ratio: 2.36% - Management fee: 1.10% - Other expenses: 0.37% ## Investment objective The Westwood Broadmark Tactical Growth Funds (the Fund) investment objective is to produce above-average, risk adjusted returns, in any market environment, while exhibiting less downside volatility than the S&P 500 Index. ## Advisers - [Westwood Management Corp (Advisor)](https://search.stillhousedata.com/firm/110269) - [Broadmark Asset Management LLC (Subadvisor)](https://search.stillhousedata.com/firm/109422) ## Other filings by this registrant (15) - [485APOS — 2026-08-07 (1 new series)](https://search.stillhousedata.com/launch/0001580642-26-004984) - [485APOS — 2026-06-08 (2 new series)](https://search.stillhousedata.com/launch/0001580642-26-003645) - [485APOS — 2026-03-31 (1 new series)](https://search.stillhousedata.com/launch/0001580642-26-002094) - [485APOS — 2025-09-26 (1 new series)](https://search.stillhousedata.com/launch/0001580642-25-006254) - [485APOS — 2025-09-24 (3 new series)](https://search.stillhousedata.com/launch/0001580642-25-006198) - [485APOS — 2024-12-27 (3 new series)](https://search.stillhousedata.com/launch/0001580642-24-007803) - [485APOS — 2024-08-01](https://search.stillhousedata.com/launch/0001580642-24-004056) - [485APOS — 2023-12-29](https://search.stillhousedata.com/launch/0001580642-23-006996) - [485APOS — 2023-12-15 (2 new series)](https://search.stillhousedata.com/launch/0001580642-23-006734) - [485APOS — 2023-01-27](https://search.stillhousedata.com/launch/0001580642-23-000469) - [485APOS — 2022-10-07 (1 new series)](https://search.stillhousedata.com/launch/0001580642-22-005143) - [485APOS — 2022-09-30](https://search.stillhousedata.com/launch/0001580642-22-004981) ## More - [Registrant profile: Ultimus Managers Trust](https://search.stillhousedata.com/registrant/1545440) - [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001580642-22-003264.md) - [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/) --- Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com). 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