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For more information visit our privacy policy.BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • November 13th, 2024 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledNovember 13th, 2024 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 7th day of November, 2024, between Orion Portfolio Solutions, LLC, a limited liability company organized and existing under the laws of the State of Nebraska, d.b.a. Brinker Capital Investments (the “Adviser”), and Delaware Investments Fund Advisers, a series of Macquarie Investment Management Business Trust (the “Sub-Adviser”), a statutory trust and existing under the laws of the Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2024 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2024 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 30th day of June 2023, between Orion Portfolio Solutions, LLC, a limited liability company organized and existing under the laws of the State of Nebraska, d.b.a. Brinker Capital Investments (the “Adviser”), and SSGA Funds Management, Inc. (the “Sub-Adviser”), a corporation and existing under the laws of the State of Massachusetts.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2024 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2024 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 11th day of September, 2023, between Orion Portfolio Solutions, LLC, a limited liability company organized and existing under the laws of the State of Nebraska, d.b.a. Brinker Capital Investments (the “Adviser”), and William Blair Investment Management, LLC (the “Sub-Adviser”), a limited liability company and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2024 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2024 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (formerly, Brinker Capital, Inc.) (the “Adviser”), and Seix Investment Advisors LLC (the “Sub-Adviser”), a limited liability company and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST FFORM OF INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2023 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2023 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the _____ day of ________________, 20__, between Orion Portfolio Solutions, LLC, a limited liability company organized and existing under the laws of the State of Nebraska, d.b.a. Brinker Capital Investments (the “Adviser”), and SSGA Funds Management, Inc. (the “Sub-Adviser”), a [corporation] and existing under the laws of the [State of Massachusetts].
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2023 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2023 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 15th day of March, 2023, between Orion Portfolio Solutions, LLC, a limited liability company organized and existing under the laws of the State of Nebraska, d.b.a. Brinker Capital Investments (the “Adviser”), and Lord, Abbett & Co. LLC (the “Sub-Adviser”), a limited liability company and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2023 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2023 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 7th day of December 2022, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Causeway Capital Management LLC (the “Sub-Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST FORM OF INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2023 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2023 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the _____ day of _____, 2023, between Orion Portfolio Solutions, LLC, a limited liability company organized and existing under the laws of the State of Nebraska, d.b.a. Brinker Capital Investments (the “Adviser”), and William Blair Investment Management, LLC (the “Sub-Adviser”), a [limited liability company] and existing under the laws of the [State of Illinois].
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 8th, 2023 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledMay 8th, 2023 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 8th day of June, 2022, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the "Adviser"), and Loomis, Sayles & Company, L.P. (the "Sub-Adviser"), a limited partnership organized and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 8th, 2023 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledMay 8th, 2023 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 7th day of December 2022, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Causeway Capital Management LLC (the “Sub-Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Nuveen Asset Management, LLC (the “Sub-Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and NWQ Investment Management Company, LLC (the “Sub-Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and LMCG Investments, LLC (the “Sub-Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Wasatch Advisors (the “Sub-Adviser”), a corporation organized and existing under the laws of the Utah.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and DoubleLine Capital (the “Sub-Adviser”), a Limited Partnership and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 9th day of June, 2021, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Neuberger Berman Investment Advisers LLC (the “Sub-Adviser”), a limited liability company organized and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Strategas Asset Management, LLC (the “Sub-Adviser”), a New York limited liability company.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Ceredex Value Advisors LLC (the “Sub-Adviser”), a Delaware limited liability company.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Columbia Management Investment Advisers, LLC (the “Sub-Adviser”), a limited liability company existing under the laws of Minnesota.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 5th day of May, 2021, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Gateway Investment Advisers, LLC (the “Sub-Adviser”), a limited liability company and existing under the laws of the Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 18th day of March, 2021, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Driehaus Capital Management (the “Sub-Adviser”), a limited liability company and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and T. Rowe Price Associates, Inc. (the “Sub-Adviser”), a corporation organized and existing under the laws of the State of Maryland.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 9th day of December, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Wellington Management Company LLP (the “Sub-Adviser”), a limited liability partnership existing under the laws of the state of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and BlackRock Investment Management, LLC (the “Sub-Adviser”), a limited liability company and existing under the laws of the Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 9th day of June, 2021, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and River Road Asset Management, LLC (the “Sub-Adviser”), a limited liability company and existing under the laws of the Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and BAMCO, Inc. (the “Sub-Adviser”), a corporation and existing under the laws of the New York.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Northern Trust Investments, Inc. (the “Sub-Adviser”), an Illinois bank with trust powers, and existing under the laws of the State of Illinois.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Massachusetts Financial Services Company d/b/a MFS Investment Management (the “Sub-Adviser”), a corporation organized and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 9th day of December, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Merganser Capital Management, LLC (the “Sub-Adviser”), a limited liability company and existing under the laws of the Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Mellon Investments Corporation (the "Sub-Adviser"), a corporation organized and existing under the laws of the Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 29th day of July 2020, between Brinker Capital, Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Seix Investment Advisors LLC (the “Sub-Adviser”), a limited liability company and existing under the laws of the Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”), effective as of the 24th day of September, 2020, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and CrossingBridge Advisors, LLC (the “Sub-Adviser”), a limited liability company and existing under the laws of the State of Delaware.
BRINKER CAPITAL DESTINATIONS TRUST INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 21st, 2021 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledMay 21st, 2021 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the _____ day of June, 2021, between Brinker Capital Investments, LLC, a limited liability company organized and existing under the laws of the State of Nebraska (the “Adviser”), and Gateway Investment Advisers, LLC (the “Sub-Adviser”), a limited liability company and existing under the laws of the Delaware.
BRINKER CAPITAL DESTINATIONS TRUSTInvestment Sub-Advisory Agreement • June 28th, 2019 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2019 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 6th day of June, 2019, between Brinker Capital, Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and Mellon Investments Corporation (the “Sub-Adviser”), a corporation organized and existing under the laws of the Delaware.
BRINKER CAPITAL DESTINATIONS TRUSTInvestment Sub-Advisory Agreement • June 28th, 2019 • Brinker Capital Destinations Trust • Delaware
Contract Type FiledJune 28th, 2019 Company JurisdictionINVESTMENT SUB-ADVISORY AGREEMENT, effective as of the 7th day of June 2018, between Brinker Capital, Inc. (the “Adviser”), a corporation organized and existing under the laws of the State of Delaware, and FIAM LLC (the “Sub-Adviser”), a Delaware limited liability company existing under the laws of the State of Delaware.