Common Contracts
49 similar Subadvisory Agreement contracts by Forum Funds Ii, Forum Funds, Unified Series Trust
SUBADVISORY AGREEMENT BETWEENSubadvisory Agreement • October 20th, 2023 • Forum Funds Ii
AGREEMENT made as of the 5th day of October, 2023, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Meros Investment Management, LP, a Texas limited partnership with its principal office and place of business at 1845 Woodall Rodgers Fwy, Suite 1000, Dallas, Texas 75201 (the “Subadviser”).
SUBADVISORY AGREEMENT BETWEENSubadvisory Agreement • October 20th, 2023 • Forum Funds Ii
AGREEMENT made as of the 9th day of June, 2023, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Bridge City Capital, LLC, an Oregon limited liability company with its principal office and place of business at One Centerpointe Drive, Suite 565, Lake Oswego, OR 97035 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • September 5th, 2023 • Unified Series Trust
AGREEMENT made as of the 11th day of September, 2023, by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 4 North Street, Suite 2, Hingham, MA, 02043 (the “Adviser”) and Kovitz Investment Group Partners, LLC, a Delaware limited liability company with its principal office and place of business at 82 S Barrett Sq 2G, Rosemary Beach FL 32461 (the “Subadviser”).
SUBADVISORY AGREEMENT BETWEENSubadvisory Agreement • October 24th, 2022 • Forum Funds Ii • New York
AGREEMENT made as of the 17th day of June, 2022, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Meros Investment Management, LP, a Texas limited partnership with its principal office and place of business at 2828 N. Harwood St., Suite 1900, Dallas, Texas 75201 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • June 23rd, 2022 • Forum Funds Ii • New York
AGREEMENT made as of the 10th day of June, 2022, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Meros Investment Management, LP, a Texas limited partnership with its principal office and place of business at 2828 N. Harwood St., Suite 1900, Dallas, Texas 75201 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • July 28th, 2021 • Unified Series Trust • Delaware
AGREEMENT made as of the 14h day of September, 2020 by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 4 North Street, Suite 2, Hingham, MA, 02043 (the “Adviser”) and St. James Investment Company, LLC, a Colorado limited liability company with its principal office and place of business at 3838 Oak Lawn Avenue, Suite 1414, Dallas, TX 75219 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • October 21st, 2020 • Forum Funds • Delaware
AGREEMENT made as of the 25th day of September, 2020 by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 4 North Street, Suite 2, Hingham, MA, 02043 (the “Adviser”) and St. James Investment Company, LLC, a Colorado limited liability company with its principal office and place of business at 3838 Oak Lawn Avenue, Suite 1414, Dallas, TX 75219 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • October 21st, 2020 • Forum Funds • Delaware
AGREEMENT made as of the 25th day of September, 2020, by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 4 North Street, Suite 2, Hingham, MA, 02043 (the “Adviser”) and Kovitz Investment Group Partners, LLC, a Delaware limited liability company with its principal office and place of business at 115 South LaSalle Street, 27th Floor, Chicago, IL 60603 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • October 21st, 2020 • Forum Funds • Delaware
AGREEMENT made as of the 25th day of September, 2020, by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 4 North Street, Suite 2, Hingham, MA, 02043 (the “Adviser”) and Mohican Financial Management, LLC, a Delaware limited liability company with its principal office and place of business at 21 River Road, Suite 2100, Wilton, CT 06897 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • July 31st, 2020 • Forum Funds Ii • Washington
AGREEMENT made as of the 24th day of June, 2020, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Tieton Capital Management, LLC, a Washington limited liability company with its principal office and place of business at 4700 Tieton Drive, Suite C, Yakima, WA 98908 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • July 31st, 2020 • Forum Funds Ii • New York
AGREEMENT made as of the 24th day of June, 2020, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Granahan Investment Management, Inc., a Massachusetts corporation with its principal office and place of business at 404 Wyman Street, Suite 460, Waltham, MA 02451 (the “Subadviser”).
EXHIBIT C: FORM OF NEW SUB-ADVISORY AGREEMENT SUBADVISORY AGREEMENT BETWEEN ABSOLUTE INVESTMENT ADVISERS LLC AND ST. JAMES INVESTMENT COMPANY, LLCSubadvisory Agreement • July 16th, 2020 • Unified Series Trust • Delaware
SUBADVISORY AGREEMENTSubadvisory Agreement • December 20th, 2019 • Unified Series Trust • Delaware
AGREEMENT made as of the __th day of _____, 2019, by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 4 North Street, Hingham, MA 02043 (the “Adviser”) and St. James Investment Company, LLC a Colorado limited liability company with its principal office and place of business at 2716 Fairmount Street, Dallas, TX 75201 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • October 25th, 2019 • Forum Funds Ii • New York
AGREEMENT made as of the 12th day of September, 2019, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Meros Investment Management, LP, a Texas limited partnership with its principal office and place of business at 2828 N. Harwood St., Suite 1900, Dallas, Texas 75201 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • June 21st, 2019 • Forum Funds Ii • New York
AGREEMENT made as of the 1st day of April, 2019, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and ClariVest Asset Management LLC, a Delaware Limited Liability Company with its principal office and place of business at 3611 Valley Centre Drive, Suite 100, San Diego, CA 92130 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • January 23rd, 2019 • Forum Funds Ii • New York
AGREEMENT made as of the 15th day of November, 2018, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Lazard Asset Management LLC, a Delaware limited liability company with its principal office and place of business at 30 Rockefeller Plaza, New York, NY 10112 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • January 23rd, 2019 • Forum Funds Ii • New York
AGREEMENT made as of the 15th day of November, 2018, as amended December 6, 2018, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Cedar Street Asset Management LLC, a Delaware limited liability company with its principal office and place of business at 455 N. Cityfront Plaza Drive, Suite 1710, Chicago, IL 60611 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • October 24th, 2018 • Forum Funds Ii • New York
AGREEMENT made as of the 1st day of July, 2018, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Quantum Capital Management, a Delaware limited liability company with its principal office and place of business at 311 California Street, Suite 510, San Francisco, CA 94104 (the “Subadviser”).
SUBADVISORY AGREEMENTSubadvisory Agreement • October 24th, 2018 • Forum Funds Ii • New York
AGREEMENT made as of the 1st day of July, 2018, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and AltraVue Capital, LLC, a Delaware limited liability company with its principal office and place of business at 11747 NE 1st Street, Suite 205, Bellevue, WA 98005 (the “Subadviser”).
SUBADVISORY AGREEMENT BETWEEN ABSOLUTE INVESTMENT ADVISERS LLC AND TORTOISE CAPITAL ADVISORS, L.L.C.Subadvisory Agreement • December 20th, 2017 • Forum Funds • Delaware
SUBADVISORY AGREEMENT BETWEEN ACUITAS INVESTMENTS, LLC AND GLOBAL ALPHA CAPITAL MANAGEMENTSubadvisory Agreement • October 25th, 2017 • Forum Funds Ii • New York
AGREEMENT made as of the 14th day of September 2017, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the “Adviser”) and Global Alpha Capital Management Ltd., a private limited company with its principal office and place of business at 1800 McGill College Avenue, Suite 2310, Montreal, QC H3A 3J6 (the “Subadviser”).
SUBADVISORY AGREEMENT BETWEEN ABSOLUTE INVESTMENT ADVISERS LLC AND KOVITZ INVESTMENT GROUP PARTNERS, LLCSubadvisory Agreement • April 21st, 2016 • Forum Funds • Delaware
AGREEMENT made as of the 23rd day of March, 2016, by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 18 Shipyard Drive, Suite 3C, Hingham, MA, 02043 (the "Adviser") and Kovitz Investment Group Partners, LLC, a Delaware limited liability company with its principal office and place of business at 115 South LaSalle Street, 27th Floor, Chicago, IL 60603 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEENSubadvisory Agreement • January 23rd, 2015 • Forum Funds • Delaware
AGREEMENT made as of the 12th day of December, 2014 by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 18 Shipyard Drive, Suite 3C, Hingham, MA, 02043 (the “Adviser”) and The Boston Company Asset Management LLC, a Massachusetts limited liability company with its principal office and place of business at One Boston Place, Boston, MA 02108 (the “Subadviser”).
SUBADVISORY AGREEMENT BETWEEN ABSOLUTE INVESTMENT ADVISERS LLC AND LAKEWATER CAPITAL LLCSubadvisory Agreement • October 24th, 2014 • Forum Funds • Delaware
AGREEMENT made as of the 2nd day of January, 2014, by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 18 Shipyard Drive, Suite 3C, Hingham, MA 02043 (the "Adviser") and LakeWater Capital LLC, a Delaware limited liability company with its principal office and place of business at 100 Limestone Plaza, Suite 200, Fayetteville, NY 13066 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEEN ABSOLUTE INVESTMENT ADVISERS LLC AND PINE COBBLE CAPITAL, LLCSubadvisory Agreement • October 24th, 2014 • Forum Funds • Delaware
AGREEMENT made as of the 24th day of June, 2011 by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 350 Station Street, Suite 216, Hingham, MA, 02043 (the "Adviser") and Pine Cobble Capital, LLC, a Delaware limited liability company with its principal office and place of business at 60 William Street, Suite 140, Wellesley, MA 02481 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEEN ACUITAS INVESTMENTS AND ALGERT COLDIRON INVESTORSSubadvisory Agreement • June 30th, 2014 • Forum Funds Ii • New York
AGREEMENT made as of the 18th day of June, 2014, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the "Adviser") and Algert Coldiron Investors, a California investment adviser with its principal office and place of business at 555 California Street, Suite 3325, San Francisco, CA 94104 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEEN ACUITAS INVESTMENTS AND OPUS CAPITAL GROUP, LLCSubadvisory Agreement • June 30th, 2014 • Forum Funds Ii • New York
AGREEMENT made as of the 18th day of June, 2014, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the "Adviser") and Opus Capital Group LLC, a Delaware limited liability company with its principal office and place of business at 221 E 4th Street, Suite 2700, Cincinnati, OH 45202 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEEN ACUITAS INVESTMENTS AND DEPRINCE, RACE & ZOLLO, INC.Subadvisory Agreement • June 30th, 2014 • Forum Funds Ii • New York
AGREEMENT made as of the 18th day of June, 2014, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the "Adviser") and DePrince, Race & Zollo, Inc., a Florida corporation with its principal office and place of business at 250 Park Ave South, Suite 250, Winter Park, FL 32789 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEEN ACUITAS INVESTMENTS AND FALCON POINT CAPITAL, LLCSubadvisory Agreement • June 30th, 2014 • Forum Funds Ii • New York
AGREEMENT made as of the 18th day of June, 2014, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the "Adviser") and FALCON POINT CAPITAL, LLC, a California limited liability company with its principal office and place of business at 2 Embarcadero Center, Suite 420, San Francisco, CA 94111 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEEN ACUITAS INVESTMENTS AND CLARIVEST ASSET MANAGEMENT LLCSubadvisory Agreement • June 30th, 2014 • Forum Funds Ii • New York
AGREEMENT made as of the 18th day of June, 2014, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the "Adviser") and ClariVest Asset Management LLC, a Delaware Limited Liability Company with its principal office and place of business at 3611 Valley Centre Drive Suite 100, San Diego, CA 92130 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEEN ACUITAS INVESTMENTS AND ADVISORY RESEARCH, INCSubadvisory Agreement • June 30th, 2014 • Forum Funds Ii • New York
AGREEMENT made as of the 18th day of June, 2014, by and between Acuitas Investments, LLC, a Washington limited liability company with its principal office and place of business at 520 Pike Street, Seattle, WA 98101 (the "Adviser") and Advisory Research, Inc., an Illinois corporation with its principal office and place of business at 180 N Stetson Avenue, Suite 5500, Chicago, IL 60601 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEEN ABSOLUTE INVESTMENT ADVISERS LLC AND LAKEWATER CAPITAL LLCSubadvisory Agreement • February 20th, 2014 • Forum Funds • Delaware
AGREEMENT made as of the 2nd day of January, 2014, by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 18 Shipyard Drive, Suite 3C, Hingham, MA 02043 (the "Adviser") and LakeWater Capital LLC, a Delaware limited liability company with its principal office and place of business at 100 Limestone Plaza, Suite 200, Fayetteville, NY 13066 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEEN CVR PORTFOLIO FUNDS LLC AND SSARIS ADVISORS, LLCSubadvisory Agreement • December 30th, 2013 • Forum Funds Ii • Delaware
AGREEMENT made as of the 30th day of December, 2013, by and between CVR Portfolio Funds LLC, a Delaware limited liability company with its principal office and place of business at 10 High Street, 3rd Floor, Boston, MA 02110 (the "Adviser") and SSARIS Advisors, LLC, a Delaware limited liability company with its principal office and place of business at 187 Danbury Road, Suite 2C, Courtside Building, Wilton, CT 06897 (the "Subadviser").
SUBADVISORY AGREEMENT BETWEEN ABSOLUTE INVESTMENT ADVISERS LLC AND HARVEST CAPITAL STRATEGIES LLCSubadvisory Agreement • July 29th, 2013 • Forum Funds • Delaware
AGREEMENT made as of the 1st day of August, 2013, by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 18 Shipyard Drive, Suite 3C, Hingham, MA 02043 (the “Adviser”) and Harvest Capital Strategies LLC, a Delaware limited liability company with its principal office and place of business at 600 Montgomery Street, Suite 1700, San Francisco, CA 94111 (the “Subadviser”).
SUBADVISORY AGREEMENT BETWEEN ABSOLUTE INVESTMENT ADVISERS LLC AND HARVEST CAPITAL STRATEGIES LLCSubadvisory Agreement • July 26th, 2013 • Forum Funds • Delaware
AGREEMENT made as of the 1st day of August, 2013, by and between Absolute Investment Advisers LLC, a Massachusetts limited liability company with its principal office and place of business at 18 Shipyard Drive, Suite 3C, Hingham, MA 02043 (the “Adviser”) and Harvest Capital Strategies LLC, a Delaware limited liability company with its principal office and place of business at 600 Montgomery Street, Suite 1700, San Francisco, CA 94111 (the “Subadviser”).
