Common Contracts
27 similar Investment Sub-Advisory Agreement contracts by Starboard Investment Trust, Spinnaker ETF Trust, Cantor Select Portfolios Trust, Spinnaker ETF Series
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • November 13th, 2023 • Cantor Select Portfolios Trust • New York
This Investment Sub-Advisory Agreement (“Agreement”) is made and entered into as of November 13, 2023, by and between Cantor Fitzgerald Investment Advisors, L.P., a Delaware limited partnership (“Advisor”) and Smith Group Asset Management, LLC, a Delaware limited liability company (“Sub-Advisor”), in relation to the Cantor Growth Equity Fund (the “Fund”), a series of the Cantor Select Portfolios Trust, a Delaware statutory trust (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 28th, 2023 • Starboard Investment Trust • Delaware
This Investment Sub-Advisory Agreement (“Agreement”) is made and entered into as of January 20, 2022, as amended December 8, 2022, by and between SkyRock Investment Management, LLC, a North Carolina limited liability company (“Advisor”) and Typhon Capital Management, LLC, a Florida limited liability company (“Sub-Advisor”), in relation to the Typhon Tactical Managed Futures Strategy Fund (the “Fund”), a series of the Starboard Investment Trust, a Delaware statutory trust (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 22nd, 2022 • Cantor Select Portfolios Trust • New York
This Investment Sub-Advisory Agreement (“Agreement”) is made and entered into as of April 8, 2022, by and between Cantor Fitzgerald Investment Advisors, L.P., a Delaware limited partnership (“Advisor”) and Smith Group Asset Management, LLC, a Delaware limited liability company (“Sub-Advisor”), in relation to the Cantor Growth Equity Fund (the “Fund”), a series of the Cantor Select Portfolios Trust, a Delaware statutory trust (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • January 12th, 2021 • Starboard Investment Trust • Delaware
This Investment Sub-Advisory Agreement (“Agreement”) is made and entered into as of December 17, 2020, by and between Cavalier Investments, LLC d/b/a Adaptive Investments, a Massachusetts limited liability company (“Advisor”) and Bluestone Capital Management, LLC, a Pennsylvania limited liability company (“Sub-Advisor”), in relation to the Adaptive Growth Opportunities ETF (the “Fund”), a series of the Starboard Investment Trust, a Delaware statutory trust (the “Trust”).
FORM OF INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 29th, 2020 • Starboard Investment Trust • Delaware
This Investment Sub-Advisory Agreement (“Agreement”) is made and entered into as of December 17, 2020, by and between Cavalier Investments, LLC d/b/a Adaptive Investments, a Massachusetts limited liability company (“Advisor”) and Bluestone Capital Management, LLC, a Pennsylvania limited liability company (“Sub-Advisor”), in relation to the Adaptive Growth Opportunities ETF (the “Fund”), a series of the Starboard Investment Trust, a Delaware statutory trust (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 16th, 2020 • Spinnaker ETF Series • North Carolina
This Investment Sub-advisory Agreement (“Agreement”) is made and entered into as of December 17, 2019 by and among Spinnaker ETF Series, a Delaware Statutory Trust (the "Trust"), OBP Capital, LLC, a Delaware Limited Liability Company (“Advisor”) and Trajan Wealth, LLC, a Arizona Limited Liability Company (“Sub-Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 27th, 2019 • Starboard Investment Trust • Delaware
This Investment Sub-Advisory Agreement (“Agreement”) is made and entered into as of December 6, 2018, by and between Cavalier Investments, LLC, a Massachusetts limited liability company (“Advisor”) and Navellier & Associates, Inc., a Nevada corporation (“Sub-Advisor”), in relation to the Cavalier Fundamental Growth Fund (the “Fund”), a series of the Starboard Investment Trust, a Delaware statutory trust (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 19th, 2019 • Spinnaker ETF Series • North Carolina
This Investment Sub-Advisory Agreement (“Agreement”) is made and entered into as of March 12, 2019, by and between OBP Capital, LLC, a Delaware limited liability company (“Advisor”) and Merlin Capital, LLC, a New York limited liability company (“Sub-Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 16th, 2019 • Starboard Investment Trust • Delaware
This Investment Sub-Advisory Agreement (“Agreement”) is made and entered into as of December 6, 2018, as amended March 14, 2019, by and between CoreCap Advisors, Inc., a Michigan limited liability company (“Advisor”) and Navellier & Associates, Inc., a Nevada corporation (“Sub-Advisor”), in relation to the Method Smart Beta U.S. Sector Plus Fund and Method Smart Beta Explorer Allocation Plus Fund ( collectively, the “Funds” and each, a “Fund”), a series of the Starboard Investment Trust, a Delaware statutory trust (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 1st, 2019 • Starboard Investment Trust • Delaware
This Investment Sub-Advisory Agreement (“Agreement”) is made and entered into as of December 6, 2018, as amended March 14, 2019, by and between CoreCap Advisors, Inc., a Michigan limited liability company (“Advisor”) and Navellier & Associates, Inc., a Nevada corporation (“Sub-Advisor”), in relation to the Method Smart Beta U.S. Sector Plus Fund and Method Smart Beta Explorer Allocation Plus Fund ( collectively, the “Funds” and each, a “Fund”), a series of the Starboard Investment Trust, a Delaware statutory trust (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • September 28th, 2018 • Starboard Investment Trust • Delaware
This Investment Sub-Advisory Agreement ("Agreement") is made and entered into as of September 5, 2018, by and between Cavalier Investments, LLC, a Massachusetts limited liability company ("Advisor") and Buckhead Capital Management, LLC, a Georgia limited liability company ("Sub-Advisor"), in relation to the Cavalier Adaptive Income Fund (the "Fund"), a series of the Starboard Investment Trust, a Delaware statutory trust (the "Trust").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • September 28th, 2018 • Starboard Investment Trust • Delaware
This Investment Sub-Advisory Agreement ("Agreement") is made and entered into as of September 5, 2018, by and between Cavalier Investments, LLC, a Massachusetts limited liability company ("Advisor") and Julex Capital Management LLC, a Massachusetts limited liability company ("Sub-Advisor"), in relation to the Cavalier Tactical Rotation Fund (the "Fund"), a series of the Starboard Investment Trust, a Delaware statutory trust (the "Trust").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • September 28th, 2018 • Starboard Investment Trust • Delaware
This Investment Sub-Advisory Agreement ("Agreement") is made and entered into as of September 5, 2018, by and between Cavalier Investments, LLC, a Massachusetts limited liability company ("Advisor") and Bluestone Capital Management, LLC, a Pennsylvania limited liability company ("Sub-Advisor"), in relation to the Cavalier Growth Opportunities Fund (the "Fund"), a series of the Starboard Investment Trust, a Delaware statutory trust (the "Trust").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 30th, 2018 • Starboard Investment Trust • Delaware
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of April 20, 2018 by and between Crow Point Partners, LLC, a Delaware Limited Liability Company("Advisor") and Cold Creek Capital Inc., a Massachusetts Corporation ("Sub-Advisor"), in relation to the Crow Point Growth Fund (previously, the Goodwood SMID Long/Short Fund) (the "Fund"), a series of Starboard Investment Trust, a Delaware Statutory Trust ("Trust").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 28th, 2018 • Starboard Investment Trust • Delaware
This Investment Sub-Advisory Agreement ("Agreement") is made and entered into as of June 7, 2018 by and between Cavalier Investments, Inc., a Massachusetts corporation ("Advisor") and Peak Capital Management, LLC, a Colorado Limited Liability Company ("Sub-Advisor"), in relation to the Cavalier Dynamic Growth Fund (the "Fund"), a series of Starboard Investment Trust, a Delaware Statutory Trust ("Trust").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • September 28th, 2017 • Starboard Investment Trust • Delaware
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of December 29, 2016 by and among Starboard Investment Trust, a Delaware Statutory Trust ("Trust"), Cavalier Investments, Inc., a Massachusetts corporation ("Advisor") and Buckhead Capital Management, LLC, a Georgia Limited Liability Company ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • August 16th, 2017 • Spinnaker ETF Trust • North Carolina
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of July 11, 2016 by and among Spinnaker ETF Trust, a Delaware Statutory Trust ("Trust"), OBP Capital, LLC, a Delaware Limited Liability Company ("Advisor") and Merlin Capital, LLC, a New York Limited Liability Company ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • August 16th, 2017 • Spinnaker ETF Trust • North Carolina
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of July 11, 2017 by and among Spinnaker ETF Trust, a Delaware Statutory Trust ("Trust"), OBP Capital, LLC, a Delaware Limited Liability Company ("Advisor") and Ancora West Advisors, LLC, dba Universal Value Advisors, a Nevada Limited Liability Company ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • August 16th, 2017 • Spinnaker ETF Trust • North Carolina
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of July 11, 2017 by and among Spinnaker ETF Trust, a Delaware Statutory Trust ("Trust"), OBP Capital, LLC, a Delaware Limited Liability Company ("Advisor") and Ancora West Advisors, LLC, dba Universal Value Advisors, a Nevada Limited Liability Company ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 23rd, 2017 • Spinnaker ETF Trust • North Carolina
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of [______], 2016 by and among Spinnaker ETF Trust, a Delaware Statutory Trust ("Trust"), OBP Capital, LLC, a Delaware Limited Liability Company ("Advisor") and Ancora West Advisors, LLC, dba Universal Value Advisors, a Nevada Limited Liability Company ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 23rd, 2017 • Spinnaker ETF Trust • North Carolina
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of [______], 2016 by and among Spinnaker ETF Trust, a Delaware Statutory Trust ("Trust"), OBP Capital, LLC, a Delaware Limited Liability Company ("Advisor") and Merlin Asset Management, a New York Limited Liability Company ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 23rd, 2017 • Spinnaker ETF Trust • North Carolina
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of [______], 2016 by and among Spinnaker ETF Trust, a Delaware Statutory Trust ("Trust"), OBP Capital, LLC, a Delaware Limited Liability Company ("Advisor") and Ancora West Advisors, LLC, dba Universal Value Advisors, a Nevada Limited Liability Company ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 24th, 2017 • Starboard Investment Trust • Delaware
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of December 29, 2016 by and among Starboard Investment Trust, a Delaware Statutory Trust ("Trust"), Cavalier Investments, Inc., a Massachusetts corporation ("Advisor") and Navellier & Associates, Inc., a Nevada corporation ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 24th, 2017 • Starboard Investment Trust • Delaware
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of December 29, 2016 by and among the Starboard Investment Trust, a Delaware Statutory Trust ("Trust"), Cavalier Investments, Inc., a Massachusetts corporation ("Advisor") and Validus Growth Investors LLC, a Nevada Limited Liability Company ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 24th, 2017 • Starboard Investment Trust • Delaware
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of December 29, 2016 by and among Starboard Investment Trust, a Delaware Statutory Trust ("Trust"), Cavalier Investments, Inc., a Massachusetts corporation ("Advisor") and StratiFi LLC, a Delaware Limited Liability Company ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 24th, 2017 • Starboard Investment Trust • Delaware
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of December 29, 2016 by and among Starboard Investment Trust, a Delaware Statutory Trust ("Trust"), Cavalier Investments, Inc., a Massachusetts corporation ("Advisor") and Bluestone Capital Management LLC, a Pennsylvania Limited Liability Company ("Sub-Advisor").
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 24th, 2017 • Starboard Investment Trust • Delaware
This Investment Sub-advisory Agreement ("Agreement") is made and entered into as of December 29, 2016 by and among Starboard Investment Trust, a Delaware Statutory Trust ("Trust"), Cavalier Investments, Inc., a Massachusetts corporation ("Advisor") and Julex Capital Management LLC, a Massachusetts Limited Liability Company ("Sub-Advisor").
