Common Contracts
7 similar Sub-Advisory Agreement contracts by Collaborative Investment Series Trust, Simplify Exchange Traded Funds
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • March 29th, 2022 • Simplify Exchange Traded Funds • New York
THIS SUB-ADVISORY AGREEMENT (the “Agreement”) is made and entered into as of March 28, 2022, by and between Simplify Asset Management Inc. (the “Adviser”), a New York corporation registered under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), Simplify Exchange Traded Funds, a Delaware statutory trust (the “Trust”), and Volt Equity LLC (the “Sub-Adviser” and together with the Trust and Adviser the “Parties”), a Delaware limited liability company registered under the Advisers Act, with respect to the Simplify Volt Web3 ETF (the “Fund”), a series of Simplify Exchange Traded Funds, a Delaware statutory trust (the “Trust”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • October 4th, 2021 • Collaborative Investment Series Trust • New York
THIS SUB-ADVISORY AGREEMENT is made and entered into as of October 4, 2021, by and between Retireful, LLC (the “Adviser”), a Michigan limited liability company and registered under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and Tuttle Capital Management, LLC (the “Sub-Adviser” and together with the Adviser the “Parties”), a Delaware limited liability company and also registered under the Advisers Act, with respect to Mohr Growth ETF, Mindful Conservative ETF, and Adaptive Core ETF (each a “Fund” and collectively, the “Funds”), each a series of the Collaborative Investment Series Trust, a Delaware statutory trust (the “Trust”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 29th, 2021 • Collaborative Investment Series Trust • New York
THIS SUB-ADVISORY AGREEMENT is made and entered into as of February 19, 2021, by and between Tactical Fund Advisors, LLC (the “Adviser”), an Ohio limited liability company and registered under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and Anchor Capital Management Group, Inc. (the “Sub-Adviser” and together with the Adviser the “Parties”), a California corporation and also registered under the Advisers Act, with respect to the Tactical Conservative Allocation Fund, Tactical Moderate Allocation Fund, and Tactical Growth Allocation Fund (each a “Fund” and collectively, the “Funds”), each a series of the Collaborative Investment Series Trust, a Delaware statutory trust (the “Trust”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • February 26th, 2020 • Collaborative Investment Series Trust • New York
THIS SUB-ADVISORY AGREEMENT (the “Agreement”) is made and entered into as of January 30, 2020, by and between Tactical Fund Advisors, LLC (the “Adviser”), an Ohio limited liability company and registered under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and Potomac Advisors, Inc. (the “Sub-Adviser” and together with the Adviser the “Parties”), a Florida Corporation and also registered under the Advisers Act, with respect to the TFA Quantitative Fund (the “Fund”), a series of the Collaborative Investment Series Trust, a Delaware statutory trust (the “Trust”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • May 16th, 2019 • Collaborative Investment Series Trust • New York
THIS SUB-ADVISORY AGREEMENT is made and entered into as of February 26, 2019, by and between Tactical Fund Advisors, LLC (the “Adviser”), an Ohio limited liability company and registered under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and Anchor Capital Management Group, Inc. (the “Sub-Adviser” and together with the Adviser the “Parties”), a California corporation and also registered under the Advisers Act, with respect to the Tactical Conservative Allocation Fund, Tactical Moderate Allocation Fund, and Tactical Growth Allocation Fund (each a “Fund” and collectively, the “Funds”), each a series of the Collaborative Investment Series Trust, a Delaware statutory trust (the “Trust”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • May 16th, 2019 • Collaborative Investment Series Trust • New York
THIS SUB-ADVISORY AGREEMENT is made and entered into as of February 26, 2019, by and between Tactical Fund Advisors, LLC (the “Adviser”), an Ohio limited liability company and registered under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and Tuttle Tactical Management, LLC (the “Sub-Adviser” and together with the Adviser the “Parties”), a Delaware limited liability company and also registered under the Advisers Act, with respect to Tactical Conservative Allocation Fund, Tactical Moderate Allocation Fund, and Tactical Growth Allocation Fund (each a “Fund” and collectively, the “Funds”), each a series of the Collaborative Investment Series Trust, a Delaware statutory trust (the “Trust”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • March 15th, 2019 • Collaborative Investment Series Trust • New York
THIS SUB-ADVISORY AGREEMENT is made and entered into as of February 26, 2019, by and between Tactical Fund Advisors, LLC (the “Adviser”), a Ohio limited liability company and registered under the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and Exceed Advisory, LLC (the “Sub-Adviser” and together with the Adviser the “Parties”), a New York limited liability company and also registered under the Advisers Act, with respect to the Tactical Conservative Allocation Fund, Tactical Moderate Allocation Fund, and Tactical Growth Allocation Fund (each a “Fund” and collectively, the “Funds”), a series of the Collaborative Investment Series Trust, a Delaware statutory trust (the “Trust”).
