ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT withInvestment Advisory Agreement • April 26th, 2024 • Advisor Managed Portfolios • Delaware
Contract Type FiledApril 26th, 2024 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the 26th day of December, 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund”) and 1919 Investment Counsel, LLC, a limited liability company (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Sound Capital Solutions LLCInvestment Advisory Agreement • April 17th, 2024 • Advisor Managed Portfolios • Delaware
Contract Type FiledApril 17th, 2024 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the 28th day of February 2024, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Sound Capital Solutions LLC, a limited liability company (hereinafter called the “Adviser”).
ContractInvestment Advisory Agreement • February 28th, 2024 • Advisor Managed Portfolios • Delaware
Contract Type FiledFebruary 28th, 2024 Company Jurisdiction
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with MILLER VALUE PARTNERS, LLCInvestment Advisory Agreement • December 26th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledDecember 26th, 2023 Company JurisdictionINVESTMENT ADVISORY AGREEMENT made as of the 6th day of November 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Miller Value Partners, LLC, a Delaware limited liability company (the “Adviser”).
ADVISOR MANAGED PORTFOLIOS FORM OF INVESTMENT ADVISORY AGREEMENT withInvestment Advisory Agreement • December 26th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledDecember 26th, 2023 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the ____ day of ________, 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund”) and 1919 Investment Counsel, LLC, a limited liability company (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Ramirez Asset Management, Inc.Investment Advisory Agreement • December 18th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledDecember 18th, 2023 Company JurisdictionINVESTMENT ADVISORY AGREEMENT made as of the 13th day of December 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Ramirez Asset Management, Inc. (the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with PATIENT CAPITAL MANAGEMENT, LLCInvestment Advisory Agreement • December 18th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledDecember 18th, 2023 Company JurisdictionINVESTMENT ADVISORY AGREEMENT made as of the 23rd day of October 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Patient Capital Management, LLC, a Delaware limited liability company (the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Bramshill Investments, LLCInvestment Advisory Agreement • December 18th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledDecember 18th, 2023 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the 6th day of November 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund” or collectively “Funds”) and Bramshill Investments, LLC, a Delaware limited liability company (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Regan Capital, LLCInvestment Advisory Agreement • December 15th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledDecember 15th, 2023 Company JurisdictionINVESTMENT ADVISORY AGREEMENT made as of the 8th day of November 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Regan Capital, LLC, a Delaware limited liability company (the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Sound Capital Solutions LLCInvestment Advisory Agreement • December 15th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledDecember 15th, 2023 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the __ day of _________ 2023, by and between Advisor Managed Portfolios, a [Delaware statutory trust] (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Sound Capital Solutions LLC, a [limited liability company] (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Miller Value Partners, LLCInvestment Advisory Agreement • December 13th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledDecember 13th, 2023 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the 8th day of December 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Miller Value Partners a Delaware limited liability company (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Zevenbergen Capital Investments LLCInvestment Advisory Agreement • December 13th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledDecember 13th, 2023 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the 9th day of November, 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund” or collectively “Funds”) and Zevenbergen Capital Investments LLC, a Washington limited liability company (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with CornerCap Investment Counsel, Inc.Investment Advisory Agreement • December 13th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledDecember 13th, 2023 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the 13th day of November 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and CornerCap Investment Counsel, Inc., a Georgia corporation (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS FORM OF INVESTMENT ADVISORY AGREEMENT withInvestment Advisory Agreement • October 18th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledOctober 18th, 2023 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the ____ day of ________, 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund”) and 1919 Investment Counsel, LLC, a limited liability company (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with CornerCap Investment Counsel, Inc.Investment Advisory Agreement • October 16th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledOctober 16th, 2023 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the _____ day of ____2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and CornerCap Investment Counsel, Inc., a Georgia corporation (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with MILLER VALUE PARTNERS, LLCInvestment Advisory Agreement • October 16th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledOctober 16th, 2023 Company JurisdictionINVESTMENT ADVISORY AGREEMENT made as of the day of 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Miller Value Partners, LLC, a Delaware limited liability company (the “Adviser”).
ADVISOR MANAGED PORTFOLIOS FORM OF INVESTMENT ADVISORY AGREEMENT with Bramshill Investments, LLCInvestment Advisory Agreement • October 16th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledOctober 16th, 2023 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the ____ day of _____ 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund” or collectively “Funds”) and Bramshill Investments, LLC, a New Jersey limited liability company (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with PATIENT CAPITAL MANAGEMENT, LLCInvestment Advisory Agreement • October 10th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledOctober 10th, 2023 Company JurisdictionINVESTMENT ADVISORY AGREEMENT made as of [ ] 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Patient Capital Management, LLC, a Delaware limited liability company (the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with ARCH INDICES INVESTMENT ADVISORS LLCInvestment Advisory Agreement • October 3rd, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledOctober 3rd, 2023 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the 3rd day of October 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Arch Indices Investment Advisors LLC, a Neveda limited liability company (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Regan Capital, LLCInvestment Advisory Agreement • September 29th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledSeptember 29th, 2023 Company JurisdictionINVESTMENT ADVISORY AGREEMENT made as of the day of 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Regan Capital, LLC, a Delaware limited liability company (the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Zevenbergen Capital Investments LLCInvestment Advisory Agreement • September 27th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledSeptember 27th, 2023 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the ____ day of ______, 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund” or collectively “Funds”) and Zevenbergen Capital Investments LLC, a Washington limited liability company (hereinafter called the “Adviser”).
TRUST FOR ADVISED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Miller Value Partners, LLCInvestment Advisory Agreement • August 24th, 2023 • Trust for Advised Portfolios • Delaware
Contract Type FiledAugust 24th, 2023 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the 24th day of August 2023, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Miller Value Partners a Delawarelimited liability company (hereinafter called the “Adviser”).
ADVISOR MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Soundwatch Capital, LLCInvestment Advisory Agreement • July 6th, 2023 • Advisor Managed Portfolios • Delaware
Contract Type FiledJuly 6th, 2023 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the _____ day of _______, 2023, by and between Advisor Managed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Soundwatch Capital, LLC, a New York limited liability company (hereinafter called the “Adviser”).
TRUST FOR ADVISED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Soundwatch Capital, LLCInvestment Advisory Agreement • October 18th, 2022 • Trust for Advised Portfolios • Delaware
Contract Type FiledOctober 18th, 2022 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the 17th day of October, 2022, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Soundwatch Capital, LLC, a New York limited liability company (hereinafter called the “Adviser”).
TRUST FOR ADVISED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with First Republic Investment Management, Inc.Investment Advisory Agreement • January 27th, 2021 • Trust for Advised Portfolios • Delaware
Contract Type FiledJanuary 27th, 2021 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the 10th day of February, 2020, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund”) and First Republic Investment Management, Inc., a New York corporation (hereinafter called the “Adviser”).
Trust for Advised Portfolios INVESTMENT ADVISORY AGREEMENT with Ziegler Capital Management, LLCInvestment Advisory Agreement • October 22nd, 2020 • Trust for Advised Portfolios • Delaware
Contract Type FiledOctober 22nd, 2020 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the 16th day of July, 2020, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Ziegler Capital Management, LLC, a Wisconsin limited liability company (hereinafter called the “Adviser”).
Trust for Advised Portfolios INVESTMENT ADVISORY AGREEMENT with Regan Capital, LLCInvestment Advisory Agreement • September 29th, 2020 • Trust for Advised Portfolios • Delaware
Contract Type FiledSeptember 29th, 2020 Company JurisdictionINVESTMENT ADVISORY AGREEMENT made as of the 29th day of September 2020, by and between Trust for Advised Portfolios, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Regan Capital, LLC, a Delaware limited liability company (the “Adviser”).
TRUST FOR ADVISED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with CornerCap Investment Counsel, Inc.Investment Advisory Agreement • August 18th, 2020 • Trust for Advised Portfolios • Delaware
Contract Type FiledAugust 18th, 2020 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the 13th day of August 2020, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and CornerCap Investment Counsel, Inc., a Georgia corporation (hereinafter called the “Adviser”).
Trust for Advised Portfolios INVESTMENT ADVISORY AGREEMENT with Ziegler Capital Management, LLCInvestment Advisory Agreement • July 20th, 2020 • Trust for Advised Portfolios • Delaware
Contract Type FiledJuly 20th, 2020 Company JurisdictionTHIS INVESTMENT ADVISORY AGREEMENT is made as of the 16th day of July 2020, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust listed on Schedule A (each a “Fund”), which may be amended from time to time, and Ziegler Capital Management, LLC, a Wisconsin limited liability company (hereinafter called the “Adviser”).
TRUST FOR ADVISED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with First Republic Investment Management, Inc.Investment Advisory Agreement • February 14th, 2020 • Trust for Advised Portfolios • Delaware
Contract Type FiledFebruary 14th, 2020 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the __th day of _________, 2019, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund”) and First Republic Investment Management, Inc., a _____________ corporation (hereinafter called the “Adviser”).
TRUST FOR ADVISED PORTFOLIOS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 21st, 2016 • Trust for Advised Portfolios • Delaware
Contract Type FiledNovember 21st, 2016 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the 15th day of November 2016, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the "Trust"), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a "Fund" or collectively "Funds") and LMM LLC, a Delaware limited liability company (hereinafter called the "Adviser").
TRUST FOR ADVISED PORTFOLIOS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 27th, 2016 • Trust for Advised Portfolios • Delaware
Contract Type FiledSeptember 27th, 2016 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the _____ day of ___________ 2016, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the "Trust"), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a "Fund" or collectively "Funds") and LMM LLC, a Delaware limited liability company (hereinafter called the "Adviser").
TRUST FOR ADVISED PORTFOLIOS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • June 29th, 2016 • Trust for Advised Portfolios • Delaware
Contract Type FiledJune 29th, 2016 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the 26th day of May 2016, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund” or collectively “Funds”) and Soundwatch Capital, LLC, a New York limited liability company (hereinafter called the “Adviser”).
TRUST FOR ADVISED PORTFOLIOS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • February 24th, 2016 • Trust for Advised Portfolios • Delaware
Contract Type FiledFebruary 24th, 2016 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the 23rd day of February 2016, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund” or collectively “Funds”) and Bramshill Investments, LLC, a New Jersey limited liability company (hereinafter called the “Adviser”).
TRUST FOR ADVISED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with Ziegler Capital Management, LLCInvestment Advisory Agreement • September 29th, 2015 • Trust for Advised Portfolios • Delaware
Contract Type FiledSeptember 29th, 2015 Company JurisdictionThis INVESTMENT ADVISORY AGREEMENT is made as of the 15th day of September, by and between Trust for Advised Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (each a “Fund”) and Ziegler Capital Management, LLC, a Wisconsin limited liability company (hereinafter called the “Adviser”).