TORTOISE CAPITAL SERIES TRUST FORM OF INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 15th, 2024 • Tortoise Capital Series Trust
Contract Type FiledOctober 15th, 2024 CompanyThis AGREEMENT is made as of the ___day of October 2024, by and between Tortoise Capital Series Trust, a Maryland statutory trust (the “Trust”) and Tortoise Capital Advisors, L.L.C. a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 24th, 2024 • Managed Portfolio Series • Delaware
Contract Type FiledSeptember 24th, 2024 Company JurisdictionThis AGREEMENT is made as of the […]th day of […], 2024, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and The Leuthold Group, LLC (d/b/a Leuthold Weeden Capital Management), a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • August 30th, 2024 • Managed Portfolio Series • Delaware
Contract Type FiledAugust 30th, 2024 Company JurisdictionThis AGREEMENT is made as of the 21st day of August 2024, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Kensington Asset Management, LLC, a Texas limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • August 16th, 2024 • Managed Portfolio Series • Delaware
Contract Type FiledAugust 16th, 2024 Company JurisdictionThis AGREEMENT is made as of the 22nd day of May 2024, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Prospector Partners Asset Management, LLC, a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 24th, 2024 • Managed Portfolio Series • Delaware
Contract Type FiledApril 24th, 2024 Company JurisdictionThis AGREEMENT is made as of the 22nd day of April 2024, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Tremblant Advisors LP, a Delaware limited partnership(the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • August 25th, 2022 • Managed Portfolio Series • Delaware
Contract Type FiledAugust 25th, 2022 Company JurisdictionThis AGREEMENT is made as of the 17th day of August 2022, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and CornerCap Investment Counsel, Inc., a Georgia corporation (the “Adviser”).
TOTAL FUND SOLUTION INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 21st, 2022 • Total Fund Solution • Delaware
Contract Type FiledMarch 21st, 2022 Company JurisdictionThis AGREEMENT is made as of the [ ]th day of [ ] 2022, by and between Total Fund Solution, a Delaware statutory trust (the “Trust”) and Cromwell Investment Advisors, LLC, a Maryland limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 18th, 2022 • Managed Portfolio Series • Delaware
Contract Type FiledMarch 18th, 2022 Company JurisdictionThis AGREEMENT is made as of the 23rd day of February 2022, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Kensington Asset Management, LLC, a Texas limited liability company (the “Adviser”).
TOTAL FUND SOLUTION INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 7th, 2022 • Total Fund Solution • Delaware
Contract Type FiledMarch 7th, 2022 Company JurisdictionThis AGREEMENT is made as of the 7th day of March 2022, by and between Total Fund Solution, a Delaware statutory trust (the “Trust”) and Cromwell Investment Advisors, LLC, a Maryland limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 20th, 2021 • Managed Portfolio Series • Delaware
Contract Type FiledDecember 20th, 2021 Company JurisdictionThis AGREEMENT is made as of the 29th day of November 2021, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and V-Square Quantitative Management, LLC a Delaware limited liability company (the “Adviser”).
TOTAL FUND SOLUTION INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 23rd, 2021 • Total Fund Solution • Delaware
Contract Type FiledNovember 23rd, 2021 Company JurisdictionThis AGREEMENT is made as of the [ ]th day of [ ] 2021, by and between Total Fund Solution, a Delaware statutory trust (the “Trust”) and Cromwell Investment Advisors, LLC, a Maryland limited liability company (the “Adviser”).
TOTAL FUND SOLUTION INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 22nd, 2021 • Total Fund Solution • Delaware
Contract Type FiledNovember 22nd, 2021 Company JurisdictionThis AGREEMENT is made as of the [ ]th day of [ ] 2021, by and between Total Fund Solution, a Delaware statutory trust (the “Trust”) and Cromwell Investment Advisors, LLC, a Maryland limited liability company (the “Adviser”).
TOTAL FUND SOLUTION INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 12th, 2021 • Total Fund Solution • Delaware
Contract Type FiledNovember 12th, 2021 Company JurisdictionThis AGREEMENT is made as of the [ ]th day of [ ] 2021, by and between Total Fund Solution, a Delaware statutory trust (the “Trust”) and Cromwell Investment Advisors, LLC, a Maryland limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 29th, 2020 • Managed Portfolio Series • Delaware
Contract Type FiledApril 29th, 2020 Company JurisdictionThis AGREEMENT is made as of the 1st day of May, 2020, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Toroso Investments, LLC, a Delaware Limited Liability Corporation (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 23rd, 2019 • Managed Portfolio Series • Delaware
Contract Type FiledOctober 23rd, 2019 Company JurisdictionThis AGREEMENT is made as of the ___ day of ___________ 2019, by, between, and among Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and AC ONE Asset Management, LLC, a Delaware Limited Liability Company (the “Adviser” or “AC ONE”), and, with respect to Sections 1(c)(i), 1(c)(viii) and 6(i) only, AssetPlus Investment Management Corp., a California Corporation (“AssetPlus”), AssetPlus Investment Management Co. Ltd, a South Korea Corporation (AssetPlus Korea) and Chelsea Counsel Company, a California Corporation (“Chelsea”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • August 26th, 2019 • Managed Portfolio Series • Delaware
Contract Type FiledAugust 26th, 2019 Company JurisdictionThis AGREEMENT is made as of the 30th day of November, 2018, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Nuance Investments, LLC, a Kansas Limited Liability Corporation (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • July 25th, 2019 • Managed Portfolio Series • Delaware
Contract Type FiledJuly 25th, 2019 Company JurisdictionThis AGREEMENT is made as of the 20th day of August 2018, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Port Street Investments, LLC, a California limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • July 13th, 2018 • Managed Portfolio Series • Delaware
Contract Type FiledJuly 13th, 2018 Company JurisdictionThis AGREEMENT is made as of the 12th day of July 2018, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Olstein Capital Management, L.P., a New York limited partnership (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 28th, 2018 • Managed Portfolio Series • Delaware
Contract Type FiledMarch 28th, 2018 Company JurisdictionThis AGREEMENT is made as of the 31st day of January 2018, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Tortoise Index Solutions, LLC a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 28th, 2018 • Managed Portfolio Series • Delaware
Contract Type FiledMarch 28th, 2018 Company JurisdictionThis AGREEMENT is made as of the 31st day of January 2018, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Tortoise Capital Advisors, L.L.C., a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • May 30th, 2017 • Managed Portfolio Series • Delaware
Contract Type FiledMay 30th, 2017 Company JurisdictionThis AGREEMENT is made as of the 30th day of May 2017, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Friess Associates, LLC a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 25th, 2017 • Managed Portfolio Series • Delaware
Contract Type FiledApril 25th, 2017 Company JurisdictionThis AGREEMENT is made as of the 14th day of November 2016, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Torray LLC, a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 27th, 2017 • Managed Portfolio Series • Delaware
Contract Type FiledJanuary 27th, 2017 Company JurisdictionThis AGREEMENT is made as of the ___ day of _________ 2017, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Tortoise Index Solutions, LLC a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 23rd, 2016 • Managed Portfolio Series • Delaware
Contract Type FiledDecember 23rd, 2016 Company JurisdictionThis AGREEMENT is made as of the 23rd day of December 2016, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Tortoise Credit Strategies, LLC a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 30th, 2016 • Managed Portfolio Series • Delaware
Contract Type FiledNovember 30th, 2016 Company JurisdictionThis AGREEMENT is made as of the 16th day of November 2016, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Green Square Asset Management, LLC a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 29th, 2016 • Managed Portfolio Series • Delaware
Contract Type FiledMarch 29th, 2016 Company JurisdictionThis AGREEMENT is made as of the 29th day of April 2016, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”), and Jackson Square Partners, LLC, a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 30th, 2014 • Managed Portfolio Series • Delaware
Contract Type FiledDecember 30th, 2014 Company JurisdictionThis AGREEMENT is made as of the 19th day of November 2014, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and TorrayResolute, LLC, a Delaware limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • August 25th, 2014 • Managed Portfolio Series • Delaware
Contract Type FiledAugust 25th, 2014 Company JurisdictionThis AGREEMENT is made as of the 21st day of May 2014, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Muhlenkamp & Company, Inc., a Pennsylvania Corporation (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 28th, 2014 • Managed Portfolio Series • Delaware
Contract Type FiledMarch 28th, 2014 Company JurisdictionThis AGREEMENT is made as of the 12th day of November 2013, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Port Street Investments, LLC, a California limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 10th, 2013 • Managed Portfolio Series • Delaware
Contract Type FiledDecember 10th, 2013 Company JurisdictionThis AGREEMENT is made as of the 12th day of November 2013, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Montage Investments, LLC, a Kansas limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 19th, 2013 • Managed Portfolio Series • Delaware
Contract Type FiledNovember 19th, 2013 Company JurisdictionThis AGREEMENT is made as of the 21st day of August 2013, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Smith Asset Management Group, L.P., a Delaware limited partnership (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 1st, 2013 • Managed Portfolio Series • Delaware
Contract Type FiledOctober 1st, 2013 Company JurisdictionThis AGREEMENT is made as of the 21st day of August 2013, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Smith Asset Management Group, L.P., a Delaware limited partnership (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • August 23rd, 2013 • Managed Portfolio Series • Delaware
Contract Type FiledAugust 23rd, 2013 Company JurisdictionThis AGREEMENT is made as of the 30th day of July 2013, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Hilton Capital Management, LLC, a New York limited liability company (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • August 8th, 2013 • Managed Portfolio Series • Delaware
Contract Type FiledAugust 8th, 2013 Company JurisdictionThis AGREEMENT is made as of the 30th day of July 2013, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Coho Partners, Ltd., a Pennsylvania corporation (the “Adviser”).
MANAGED PORTFOLIO SERIES INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 28th, 2012 • Managed Portfolio Series • Delaware
Contract Type FiledSeptember 28th, 2012 Company JurisdictionThis AGREEMENT is made as of the 6th day of September 2012, by and between Managed Portfolio Series, a Delaware statutory trust (the “Trust”) and Great Lakes Advisors, LLC, a Delaware Limited Liability Company (the “Adviser”).