Common Contracts
119 similar Investment Advisory Agreement contracts by Trust for Professional Managers, Series Portfolios Trust, Manager Directed Portfolios, others
TRUST FOR PROFESSIONAL MANAGERS INVESTMENT ADVISORY AGREEMENT with JENSEN INVESTMENT MANAGEMENT, INC.Investment Advisory Agreement • August 9th, 2024 • Trust for Professional Managers • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 20th day of June, 2024, by and between Trust for Professional Managers, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Jensen Investment Management, Inc. (the “Adviser”), a Oregon corporation.
TRUST FOR PROFESSIONAL MANAGERS INVESTMENT ADVISORY AGREEMENT with PT ASSET MANAGEMENT, LLCInvestment Advisory Agreement • March 11th, 2024 • Trust for Professional Managers • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 18th day of January, 2024, by and between Trust for Professional Managers, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and PT Asset Management, LLC (DBA: PTAM) (the “Adviser”), an Illinois limited liability company.
MANAGER DIRECTED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with VERT ASSET MANAGEMENT LLCInvestment Advisory Agreement • November 9th, 2023 • Manager Directed Portfolios • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 17th day of August, 2023, by and between Manager Directed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Vert Asset Management LLC (hereinafter called the “Adviser”), a California limited liability company.
TRUST FOR PROFESSIONAL MANAGERS INVESTMENT ADVISORY AGREEMENT with MASON STREET ADVISORS, LLCInvestment Advisory Agreement • October 31st, 2023 • Trust for Professional Managers • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 31st day of October, 2023, by and between Trust for Professional Managers, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Mason Street Advisors, LLC (hereinafter called the “Adviser”), a Delaware limited liability company.
SERIES PORTFOLIOS TRUST INVESTMENT ADVISORY AGREEMENT with VERITY ASSET MANAGEMENT, INC.Investment Advisory Agreement • October 30th, 2023 • Series Portfolios Trust • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 26th day of October, 2023, by and between Series Portfolios Trust, a Delaware statutory trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (each a “Fund” and together, the “Funds”), and Verity Asset Management, Inc., a North Carolina corporation (the “Adviser”).
ADVISORS SERIES TRUST INVESTMENT ADVISORY AGREEMENT with MEDALIST PARTNERS, LPInvestment Advisory Agreement • September 26th, 2023 • Advisors Series Trust • Delaware
This AGREEMENT is made as of September 26, 2023, by and between Advisors Series Trust, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time (the “Fund”), and the investment adviser of the Fund, Medalist Partners, LP, a Delaware limited partnership (the “Adviser”).
MANAGER DIRECTED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with VERT ASSET MANAGEMENT LLCInvestment Advisory Agreement • September 6th, 2023 • Manager Directed Portfolios • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the [ ]th day of [ ], 2023, by and between Manager Directed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Vert Asset Management LLC (hereinafter called the “Adviser”), a California limited liability company.
ADVISORS SERIES TRUST INVESTMENT ADVISORY AGREEMENT with MEDALIST PARTNERS, LPInvestment Advisory Agreement • July 28th, 2023 • Advisors Series Trust • Delaware
This AGREEMENT is made as of […], 2023, by and between Advisors Series Trust, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time (the “Fund”), and the investment adviser of the Fund, Medalist Partners, LP, a Delaware limited partnership (the “Adviser”).
ADVISORS SERIES TRUST INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • February 27th, 2023 • Advisors Series Trust • Delaware
This INVESTMENT ADVISORY AGREEMENT ls made as of the 3rd day of September, 2019, by and between Advisors Series Trust, a Delaware statutory trust (the "Trust"), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time, (the "Fund'/ and the investment adviser of the Fund, First State Investments (US) LLC, a Delaware limited liability company (the "Adviser”)
PROFESSIONALLY MANAGED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT With BRIDGES INVESTMENT MANAGEMENT, INC.Investment Advisory Agreement • January 4th, 2023 • Professionally Managed Portfolios • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 3rd day of January, 2023, by and between Professionally Managed Portfolios, a Massachusetts business trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (each a “Fund”), and Bridges Investment Management, Inc. (the “Adviser”).
SERIES PORTFOLIOS TRUST INVESTMENT ADVISORY AGREEMENT with Lido Advisors, LLCInvestment Advisory Agreement • August 26th, 2022 • Series Portfolios Trust • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 23rd day of August 2022, by and between Series Portfolios Trust, a Delaware statutory trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (each a “Fund” and together, the “Funds”), and Lido Advisors, LLC, a Delaware limited liability company (the “Adviser”).
ADVISORS SERIES TRUST INVESTMENT ADVISORY AGREEMENT with Logan Capital Management, Inc.Investment Advisory Agreement • July 25th, 2022 • Advisors Series Trust • Delaware
This INVESTMENT ADVISORY AGREEMENT is made as of the 8th day of August, 2022, by and between Advisors Series Trust, 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 together the “Funds”) and Logan Capital Management, Inc., a Pennsylvania corporation (hereinafter called the “Adviser”).
TRUST FOR PROFESSIONAL MANAGERS INVESTMENT ADVISORY AGREEMENT with BARRETT ASSET MANAGEMENT, LLCInvestment Advisory Agreement • September 23rd, 2021 • Trust for Professional Managers • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of August 12, 2021, by and between Trust for Professional Managers, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Barrett Asset Management, LLC (hereinafter called the “Adviser”), the investment adviser for the Fund.
SERIES PORTFOLIOS TRUST INVESTMENT ADVISORY AGREEMENT with GENEVA CAPITAL MANAGEMENT LLCInvestment Advisory Agreement • September 3rd, 2021 • Series Portfolios Trust • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 24th day of July, 2021, by and between Series Portfolios Trust, a Delaware statutory trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (each a “Fund” and together, the “Funds”), and Geneva Capital Management LLC, a Delaware limited liability company (the “Adviser”).
ADVISORS SERIES TRUST INVESTMENT ADVISORY AGREEMENT with Semper Capital Management, L.P.Investment Advisory Agreement • May 27th, 2021 • Advisors Series Trust • Delaware
This AGREEMENT is made as of June 1, 2021, by and between Advisors Series Trust, a Delaware statutory trust (the “Trust”), on behalf of the series of the Trust indicated on Schedule A, which may be amended from time to time (the Fund”), and the investment adviser of the Fund, Semper Capital Management, L.P., a Delaware limited partnership (the “Adviser”).
MANAGER DIRECTED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with ARGENT CAPITAL MANAGEMENT LLCInvestment Advisory Agreement • April 27th, 2021 • Manager Directed Portfolios • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 12th day of April, 2021, by and between Manager Directed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Argent Capital Management LLC (hereinafter called the “Adviser”), a Missouri limited liability company.
AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT with DAKOTA INVESTMENTS LLCInvestment Advisory Agreement • February 26th, 2021 • Manager Directed Portfolios • Delaware
THIS AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of November 9, 2020, by and between Manager Directed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Dakota Investments LLC (formerly known as Marmont Partners LLC) (hereinafter called the “Adviser”), a Pennsylvania limited liability company located at 925 W. Lancaster Ave., Suite 220, Bryn Mawr, PA 19010.
SERIES PORTFOLIOS TRUST INVESTMENT ADVISORY AGREEMENT with Hotchkis and Wiley Capital Management, LLCInvestment Advisory Agreement • December 29th, 2020 • Series Portfolios Trust • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 22nd day of October, 2020, by and between Series Portfolios Trust, a Delaware statutory trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (each a “Fund” and together, the “Funds”), and Hotchkis and Wiley Capital Management, LLC, a Delaware limited liability company (the “Adviser”).
SERIES PORTFOLIOS TRUST INVESTMENT ADVISORY AGREEMENT with KAYNE ANDERSON CAPITAL ADVISORS, L.P.Investment Advisory Agreement • July 22nd, 2020 • Series Portfolios Trust • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 8th day of July 2020, by and between Series Portfolios Trust, a Delaware statutory trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (each a “Fund” and together, the “Funds”), and Kayne Anderson Capital Advisors, L.P., a limited partnership (the “Adviser”).
SERIES PORTFOLIOS TRUST INVESTMENT ADVISORY AGREEMENT with KAYNE ANDERSON CAPITAL ADVISORS, L.P.Investment Advisory Agreement • July 10th, 2020 • Series Portfolios Trust • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 8th day of July 2020, by and between Series Portfolios Trust, a Delaware statutory trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (each a “Fund” and together, the “Funds”), and Kayne Anderson Capital Advisors, L.P., a limited partnership (the “Adviser”).
TRUST FOR PROFESSIONAL MANAGERS INVESTMENT ADVISORY AGREEMENT with TERRA FIRMA ASSET MANAGEMENT, LLCInvestment Advisory Agreement • April 30th, 2020 • Trust for Professional Managers • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 23rd day of April, 2020, by and between Trust for Professional Managers, a Delaware statutory trust (the “Trust”), on behalf of each series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Terra Firma Asset Management, LLC (the “Adviser”), a California limited liability company.
TRUST FOR PROFESSIONAL MANAGERS INVESTMENT ADVISORY AGREEMENT with TERRA FIRMA ASSET MANAGEMENT, LLCInvestment Advisory Agreement • March 10th, 2020 • Trust for Professional Managers • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the […] day of […], 2020, by and between Trust for Professional Managers, a Delaware statutory trust (the “Trust”), on behalf of each series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Terra Firma Asset Management, LLC (the “Adviser”), a California limited liability company.
SERIES PORTFOLIOS TRUST INVESTMENT ADVISORY AGREEMENT with PALM VALLEY CAPITAL MANAGEMENT LLCInvestment Advisory Agreement • April 30th, 2019 • Series Portfolios Trust • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 26th day of April, 2019, by and between Series Portfolios Trust, a Delaware statutory trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (each a “Fund” and together, the “Funds”), and Palm Valley Capital Management LLC, a Florida limited liability company (the “Adviser”).
INVESTMENT ADVISORY AGREEMENT withInvestment Advisory Agreement • March 25th, 2019 • Manager Directed Portfolios • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 13th day of November, 2018, by and between Manager Directed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust indicated on Schedule A attached hereto, as may be amended from time to time (each such series, the “Fund,” and together, the “Funds”), and iM Global Partner US, LLC (hereinafter called the “Adviser”), a Pennsylvania limited liability company.
MANAGER DIRECTED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT withInvestment Advisory Agreement • September 27th, 2018 • Manager Directed Portfolios • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 28th day of September, 2018, by and between Manager Directed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (each such series a “Fund,” and together, the “Funds”), and iM Global Partner US, LLC (hereinafter called the “Adviser”), a Pennsylvania limited liability company.
TRUST FOR PROFESSIONAL MANAGERS INVESTMENT ADVISORY AGREEMENT with JENSEN INVESTMENT MANAGEMENT, INC.Investment Advisory Agreement • September 26th, 2018 • Trust for Professional Managers • Wisconsin
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 28th day of February, 2018, by and between Trust for Professional Managers (hereinafter called the “Trust”), on behalf of the series of the Trust as listed in Schedule A attached hereto (the “Fund”), and Jensen Investment Management, Inc. (hereinafter called the “Adviser”).
MANAGER DIRECTED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with ARGENT CAPITAL MANAGEMENT LLCInvestment Advisory Agreement • September 26th, 2018 • Manager Directed Portfolios • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 28th day of September, 2018, by and between Manager Directed Portfolios, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Argent Capital Management LLC (hereinafter called the “Adviser”), a Missouri limited liability company
TRUST FOR PROFESSIONAL MANAGERS INVESTMENT ADVISORY AGREEMENT with DEARBORN PARTNERS, L.L.C.Investment Advisory Agreement • June 27th, 2018 • Trust for Professional Managers • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 1st day of January, 2018, by and between Trust for Professional Managers, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and Dearborn Partners, L.L.C. (hereinafter called the “Adviser”), an Illinois limited liability company.
TRUST FOR PROFESSIONAL MANAGERS INVESTMENT ADVISORY AGREEMENT with CROSSINGBRIDGE ADVISORS, LLCInvestment Advisory Agreement • June 5th, 2018 • Trust for Professional Managers • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 7th day of May, 2018, by and between Trust for Professional Managers, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and CrossingBridge Advisors, LLC (hereinafter called the “Adviser”), a Delaware limited liability company.
ADVISORS SERIES TRUST INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 28th, 2018 • Advisors Series Trust • Delaware
This INVESTMENT ADVISORY AGREEMENT is made as of the 22nd day of March, 2018, by and between Advisors Series Trust, 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 together the "Funds") and Semper Capital Management, L.P., a Delaware limited partnership (hereinafter called the "Adviser").
TRUST FOR PROFESSIONAL MANAGERS AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 23rd, 2018 • Trust for Professional Managers • Wisconsin
THIS AMENDED AND RESTATED INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the […] day of […], 2018, by and between Trust for Professional Managers, (hereinafter called the “Trust”), on behalf of the series of the Trust as listed in Schedule A attached hereto, as may be amended from time to time (each a “Fund,” and collectively, the “Funds”), and People’s United Advisors, Inc. (hereinafter called the “Adviser”).
SERIES PORTFOLIOS TRUST INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 2nd, 2018 • Series Portfolios Trust • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 2nd day of March, 2018, by and between Series Portfolios Trust, a Delaware statutory trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (each a “Fund” and together, the “Funds”), and Teramo Advisors, LLC, a limited liability company (the “Adviser”).
MANAGER DIRECTED PORTFOLIOS INVESTMENT ADVISORY AGREEMENT with MARMONT PARTNERS LLCInvestment Advisory Agreement • February 9th, 2018 • Manager Directed Portfolios • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the "Agreement") is made as of the 9th day of February, 2018, by and between Manager Directed Portfolios, a Delaware statutory trust (hereinafter called the "Trust"), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the "Fund"), and Marmont Partners LLC (hereinafter called the "Adviser"), a Pennsylvania limited liability company located at 379 Lancaster Ave., Suite 11, Haverford PA 19041.
TRUST FOR PROFESSIONAL MANAGERS INVESTMENT ADVISORY AGREEMENT with CROSSINGBRIDGE ADVISORS, LLCInvestment Advisory Agreement • January 8th, 2018 • Trust for Professional Managers • Delaware
THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is made as of the 3rd day of November, 2017, by and between Trust for Professional Managers, a Delaware statutory trust (hereinafter called the “Trust”), on behalf of the series of the Trust as indicated on Schedule A attached hereto, as may be amended from time to time (the “Fund”), and CrossingBridge Advisors, LLC (hereinafter called the “Adviser”), a Delaware limited liability company.
SERIES PORTFOLIOS TRUST INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 22nd, 2017 • Series Portfolios Trust • Delaware
THIS INVESTMENT ADVISORY AGREEMENT is made as of the 15th day of December 2017, by and between Series Portfolios Trust, a Delaware statutory trust (the “Trust”), on behalf of the series listed on Schedule A, which may be amended from time to time (the “Fund”), and Heitman Real Estate Securities LLC, a Delaware limited liability company (the “Adviser”).
