SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC AND KENNEDY CAPITAL MANAGEMENT, LLCSub-Advisory Agreement • July 26th, 2024 • Exchange Place Advisors Trust
Contract Type FiledJuly 26th, 2024 CompanyTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of June 10, 2024, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 201 West Madison Street, Suite 2610, Chicago, IL 60606 (the “Adviser”), and Kennedy Capital Management, LLC, a Delaware limited liability company, with its principal office and place of business at 10829 Olive Blvd., St. Louis, MO 63141 (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC AND NSI RETAIL ADVISORS, LLCSub-Advisory Agreement • September 30th, 2021 • North Square Investments Trust • Delaware
Contract Type FiledSeptember 30th, 2021 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the "Agreement"), dated as of June 11, 2021, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Chicago, IL 60603 (the "Adviser''), and NSI Retail Advisors, LLC, a Delaware limited liability company, with its principal office and place of business at One Gateway Center Pittsburgh, PA 15222 (the "Sub-Adviser").
SUB-ADVISORY AGREEMENT AMONG OAKHURST CAPITAL MANAGEMENT, LLC, F/M INVESTMENTS, LLC AND F/M FUNDS TRUSTSub-Advisory Agreement • June 15th, 2021 • F/M Funds Trust • Delaware
Contract Type FiledJune 15th, 2021 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of December 29, 2020, is entered into by and among Oakhurst Capital Management, LLC, a Delaware limited liability company, with its principal office and place of business at 1875 Century Park East, Suite 960, Los Angeles, CA 90067 (the “Adviser”), F/m Investments, LLC, doing business as Oakhurst Capital Advisors, a Delaware limited liability company, with its principal office and place of business at 3050 K Street NW, Suite W-170, Washington, DC 20007 (the “Sub-Adviser”) and F/m Funds Trust, an Ohio business trust, with its principal office at 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246 (the “Trust”).
SUB-ADVISORY AGREEMENT AMONG OAKHURST CAPITAL MANAGEMENT, LLC, F/M INVESTMENTS, LLC AND F/M FUNDS TRUSTSub-Advisory Agreement • June 15th, 2021 • F/M Funds Trust • Delaware
Contract Type FiledJune 15th, 2021 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of December 29, 2020, is entered into by and among Oakhurst Capital Management, LLC, a Delaware limited liability company, with its principal office and place of business at 1875 Century Park East, Suite 960, Los Angeles, CA 90067 (the “Adviser”), F/m Investments, LLC, doing business as Oakhurst Capital Advisors, a Delaware limited liability company, with its principal office and place of business at 3050 K Street NW, Suite W-170, Washington, DC 20007 (the “Sub-Adviser”) and F/m Funds Trust, an Ohio business trust, with its principal office at 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246 (the “Trust”).
SUB-ADVISORY AGREEMENT AMONG OAKHURST CAPITAL MANAGEMENT, LLC, F/M INVESTMENTS, LLC AND F/M FUNDS TRUSTSub-Advisory Agreement • June 15th, 2021 • F/M Funds Trust • Delaware
Contract Type FiledJune 15th, 2021 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of December 29, 2020, is entered into by and among Oakhurst Capital Management, LLC, a Delaware limited liability company, with its principal office and place of business at 1875 Century Park East, Suite 960, Los Angeles, CA 90067 (the “Adviser”), F/m Investments, LLC, doing business as Oakhurst Capital Advisors, a Delaware limited liability company, with its principal office and place of business at 3050 K Street NW, Suite W-170, Washington, DC 20007 (the “Sub-Adviser”) and F/m Funds Trust, an Ohio business trust, with its principal office at 225 Pictoria Drive, Suite 450, Cincinnati, OH 45246 (the “Trust”).
SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC AND NSI RETAIL ADVISORS, LLCSub-Advisory Agreement • January 19th, 2021 • North Square Investments Trust • Delaware
Contract Type FiledJanuary 19th, 2021 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of ___________, 2021, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Chicago, IL 60603 (the “Adviser”), and NSI Retail Advisors, LLC, a Delaware limited liability company, with its principal office and place of business at One Gateway Center Pittsburgh, PA 15222 (the “Sub-Adviser”).
FORM OF SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC ANDSub-Advisory Agreement • November 2nd, 2020 • North Square Investments Trust • Delaware
Contract Type FiledNovember 2nd, 2020 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of August __, 2018, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Chicago, IL 60603 (the “Adviser”), and CSM Advisors LLC, a Delaware limited liability company, with its principal office and place of business at One Gateway Center, 8th Floor, Pittsburgh, PA 15222 (the “Sub-Adviser”).
FORM OF SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC ANDSub-Advisory Agreement • November 2nd, 2020 • North Square Investments Trust • Delaware
Contract Type FiledNovember 2nd, 2020 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of August __, 2018, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Chicago, IL 60603 (the “Adviser”), and Altrinsic Global Advisors LLC, a Delaware limited liability company, with its principal office and place of business at 8 Sound Shore Drive, 3rd Floor, Greenwich, CT 06830 (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC ANDSub-Advisory Agreement • February 25th, 2020 • North Square Investments Trust • Delaware
Contract Type FiledFebruary 25th, 2020 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of _________, 20__, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. La Salle Street, Suite 1925, Chicago, IL 60603 (the “Adviser”), and Advisory Research, Inc., a Delaware Corporation, with its principal office and place of business at Two Prudential Plaza, 180 N. Stetson Avenue, Chicago, Illinois 60601 (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC ANDSub-Advisory Agreement • February 25th, 2020 • North Square Investments Trust • Delaware
Contract Type FiledFebruary 25th, 2020 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of _________, 20__, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Suite 1925, Chicago, IL 60603 (the “Adviser”), and Red Cedar Investment Management, LLC, a Michigan limited liability company with its principal office and place of business at 333 Bridge Street NW, Suite 601, Grand Rapids, Michigan 49504 (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC ANDSub-Advisory Agreement • December 13th, 2019 • Investment Managers Series Trust • Delaware
Contract Type FiledDecember 13th, 2019 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of _________, 20__, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Suite 1925, Chicago, IL 60603 (the “Adviser”), and Red Cedar Investment Management, LLC, a Michigan limited liability company with its principal office and place of business at 333 Bridge Street NW, Suite 601, Grand Rapids, Michigan 49504 (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC ANDSub-Advisory Agreement • December 13th, 2019 • Investment Managers Series Trust • Delaware
Contract Type FiledDecember 13th, 2019 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of _________, 20__, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Suite 1925, Chicago, IL 60603 (the “Adviser”), and Advisory Research, Inc., a Delaware Corporation, with its principal office and place of business at Two Prudential Plaza, 180 N. Stetson Avenue, Chicago, Illinois 60601 (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC AND OAK RIDGE INVESTMENTS LLCSub-Advisory Agreement • October 23rd, 2018 • North Square Investments Trust • Delaware
Contract Type FiledOctober 23rd, 2018 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of August __, 2018, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Chicago, IL 60603 (the “Adviser”), and Oak Ridge Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Chicago, IL 60603 (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC AND CAPITAL INNOVATIONS, LLCSub-Advisory Agreement • October 23rd, 2018 • North Square Investments Trust • Delaware
Contract Type FiledOctober 23rd, 2018 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of August __, 2018, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Chicago, IL 60603 (the “Adviser”), and Capital Innovations, LLC, a Delaware limited liability company, with its principal office and place of business at 325 Forest Grove Drive, Suite 100, Pewaukee, WI 53027 (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENT BETWEEN NORTH SQUARE INVESTMENTS, LLC ANDSub-Advisory Agreement • October 23rd, 2018 • North Square Investments Trust • Delaware
Contract Type FiledOctober 23rd, 2018 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”), dated as of August __, 2018, is entered into by and between North Square Investments, LLC, a Delaware limited liability company, with its principal office and place of business at 10 S. LaSalle Street, Chicago, IL 60603 (the “Adviser”), and Algert Global LLC, a Delaware limited liability company, with its principal office and place of business at 555 California Street, Suite 3325, San Francisco, CA 94104 (the “Sub-Adviser”).