SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 26th, 2024 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledApril 26th, 2024 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to series of Mutual Fund and Variable Insurance Trust, a Delaware statutory trust (the "Trust"), pursuant to a Management Agreement dated as of January 1, 2016 (the "Management Agreement");
SUB-ADVISORY AGREEMENT Rational/ReSolve Adaptive Asset Allocation Strategy FundSub-Advisory Agreement • January 18th, 2024 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledJanuary 18th, 2024 Company JurisdictionWHEREAS, the Adviser acts as the investment adviser to series of the Mutual Fund and Variable Insurance Trust, a Delaware statutory trust (the “Trust”), which is an open-end management investment company registered under the Investment Company Act of 1940, as amended (the “1940 Act”), pursuant to a Management Agreement dated as of January 1, 2016 (the “Management Agreement”);
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • January 18th, 2024 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledJanuary 18th, 2024 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to series of Mutual Fund and Variable Insurance Trust, a Delaware statutory trust (the "Trust"), pursuant to a Management Agreement dated as of January 1, 2016 (the "Management Agreement");
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • July 28th, 2023 • Mutual Fund Series Trust • New York
Contract Type FiledJuly 28th, 2023 Company JurisdictionThis SUB-ADVISORY AGREEMENT, effective as of December 31, 2022 between AlphaCentric Advisors LLC, a Delaware limited liability corporation (the "Adviser"), and Garrison Point Capital LLC, a Delaware limited liability corporation (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • December 30th, 2022 • Collaborative Investment Series Trust • New York
Contract Type FiledDecember 30th, 2022 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT is made and entered into as of [ ], 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 Sector Navigator ETF(the “Fund”), a series of the Collaborative Investment Series Trust, a Delaware statutory trust (the “Trust”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • July 29th, 2022 • Mutual Fund Series Trust • New York
Contract Type FiledJuly 29th, 2022 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between Catalyst Capital Advisors LLC, a New York limited liability company (the "Adviser"), and Wynkoop LLC, a Colorado limited liability company (the “Sub-Adviser”) is dated as of June 15, 2022.
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • December 6th, 2021 • Collaborative Investment Series Trust • New York
Contract Type FiledDecember 6th, 2021 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT is made and entered into as of August 16, 2021, by and between NextGen ETFs, LLC (the “Adviser”), a Montana 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 the NextGen Trend and Defend ETF (the “Fund”), a series of the Collaborative Investment Series Trust, a Delaware statutory trust (the “Trust”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • August 18th, 2021 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledAugust 18th, 2021 Company JurisdictionThis SUB-ADVISORY AGREEMENT (the “Agreement”), is entered as of December 6, 2019 by and between Rational Advisors, Inc., an Ohio Corporation (the “Adviser”), and Pier 88 Investment Partners LLC, a Delaware limited liability company (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 16th, 2021 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledApril 16th, 2021 Company JurisdictionWHEREAS, the Adviser acts as the investment adviser to series of the Mutual Fund and Variable Insurance Trust, a Delaware statutory trust (the “Trust”), which is an open-end management investment company registered under the Investment Company Act of 1940, as amended (the “1940 Act”), pursuant to a Management Agreement dated as of January 1, 2016 (the “Management Agreement”);
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 16th, 2021 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledApril 16th, 2021 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to series of the Mutual Fund and Variable Insurance Trust, a Delaware statutory trust (the “Trust”), pursuant to a Management Agreement dated as of January 1, 2016 (the “Management Agreement”);
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • January 28th, 2021 • Mutual Fund Series Trust • New York
Contract Type FiledJanuary 28th, 2021 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between AlphaCentric Advisors LLC, a Delaware limited liability corporation (the "Adviser"), and SWBC Investment Company, a Texas corporation (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 15th, 2020 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledApril 15th, 2020 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to series of the Mutual Fund and Variable Insurance Trust, a Delaware statutory trust (the “Trust”), pursuant to a Management Agreement dated as of January 1, 2016 (the “Management Agreement”);
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • February 26th, 2020 • Collaborative Investment Series Trust • New York
Contract Type FiledFebruary 26th, 2020 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”) is made and entered into as of February 19, 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 Preston Wealth Advisors, LLC (the “Sub-Adviser” and together with the Adviser the “Parties”), a Virginia limited liability company and also registered under the Advisers Act, with respect to the TFA Multidimensional Tactical Fund (the “Fund” ), a series of the Collaborative Investment Series Trust, a Delaware statutory trust (the “Trust”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • January 27th, 2020 • Mutual Fund Series Trust • New York
Contract Type FiledJanuary 27th, 2020 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between AlphaCentric Advisors LLC, a Delaware limited liability corporation (the "Adviser"), and R&C Investment Advisors, LLC, a Delaware Limited Partnership (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • December 20th, 2019 • Mutual Fund Series Trust • New York
Contract Type FiledDecember 20th, 2019 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between AlphaCentric Advisors LLC, a Delaware limited liability corporation (the "Adviser"), and Kayne Anderson Fund Advisors, LLC, a Delaware limited liability corporation (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • December 13th, 2019 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledDecember 13th, 2019 Company JurisdictionThis SUB-ADVISORY AGREEMENT (the “Agreement”), is entered as of December 6, 2019 by and between Rational Advisors, Inc., an Ohio Corporation (the "Adviser"), and Pier 88 Investment Partners LLC, a Delaware limited liability company (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • November 15th, 2019 • AlphaCentric Prime Meridian Income Fund • New York
Contract Type FiledNovember 15th, 2019 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to AlphaCentric Prime Meridian Income Fund, a Delaware statutory trust (the "Trust"), pursuant to a Management Agreement dated as of October 10, 2019 (the "Management Agreement");
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • August 28th, 2019 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledAugust 28th, 2019 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between Rational Advisors, Inc., an Ohio Corporation (the "Adviser"), and ESM Management LLC (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • July 31st, 2019 • Mutual Fund Series Trust • New York
Contract Type FiledJuly 31st, 2019 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between AlphaCentric Advisors LLC, a Delaware limited liability corporation (the "Adviser"), and Mount Lucas Management LP, a Delaware Limited Partnership (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • June 14th, 2019 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledJune 14th, 2019 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between Rational Advisors, Inc., an Ohio Corporation (the "Adviser"), and ESM Management LLC (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • June 6th, 2019 • Collaborative Investment Series Trust • New York
Contract Type FiledJune 6th, 2019 Company JurisdictionTHIS SUB-ADVISORY AGREEMENT (the “Agreement”) is made and entered into as of June 5, 2019, by and between Belpointe Asset Management, LLC (the “Adviser”), a Connecticut 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 the Tactical Income ETF (the “Fund”), a series of the Collaborative Investment Series Trust, a Delaware statutory trust (the “Trust”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • May 31st, 2019 • Mutual Fund Series Trust • New York
Contract Type FiledMay 31st, 2019 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between AlphaCentric Advisors LLC, a Delaware limited liability corporation (the "Adviser"), and Contego Capital Group, Inc., a Minnesota corporation (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • December 28th, 2018 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledDecember 28th, 2018 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between Rational Advisors, Inc., an Ohio Corporation (the "Adviser"), and Context Insurance Strategies, LLC, a Delaware limited liability company (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • December 21st, 2018 • Mutual Fund Series Trust • New York
Contract Type FiledDecember 21st, 2018 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between AlphaCentric Advisors LLC, a Delaware limited liability corporation (the "Adviser"), and Mount Lucas Management LP, a Delaware Limited Partnership (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • December 21st, 2018 • Mutual Fund Series Trust • New York
Contract Type FiledDecember 21st, 2018 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between AlphaCentric Advisors LLC, a Delaware limited liability corporation (the "Adviser"), and 16th Amendment Advisors LLC, a Delaware Limited Partnership (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • December 10th, 2018 • Strategy Shares • New York
Contract Type FiledDecember 10th, 2018 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to series of Strategy Shares, a Delaware statutory trust (the "Trust"), pursuant to a Management Agreement dated as of January 1, 2016 (the "Management Agreement");
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • October 29th, 2018 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledOctober 29th, 2018 Company JurisdictionThis SUB-ADVISORY AGREEMENT, between Rational Advisors, Inc., an Ohio Corporation (the "Adviser"), and Tuttle Tactical Management, LLC (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • August 24th, 2018 • Strategy Shares • New York
Contract Type FiledAugust 24th, 2018 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to series of Strategy Shares, a Delaware statutory trust (the "Trust"), pursuant to a Management Agreement dated as of January 1, 2016 (the "Management Agreement");
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • May 30th, 2018 • Mutual Fund Series Trust • New York
Contract Type FiledMay 30th, 2018 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to series of Mutual Fund Series Trust, an Ohio business trust (the "Trust"), pursuant to a Management Agreement dated as of May 14, 2014 (the "Management Agreement");
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • April 30th, 2018 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledApril 30th, 2018 Company JurisdictionSUB-ADVISORY AGREEMENT, dated as of January 29, 2018 between RATIONAL ADVISORS, INC., an Ohio corporation (the “Adviser”), and BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC, a Delaware limited liability company (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • March 29th, 2018 • Mutual Fund Series Trust • New York
Contract Type FiledMarch 29th, 2018 Company JurisdictionSUB-ADVISORY AGREEMENT, dated as of November 15, 2017 between Donald L. Hagan, LLC (d/b/a Day Hagan Asset Management), a Florida limited liability company (the "Adviser"), and DH Logix, LLC, an Delaware limited liability company (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • February 27th, 2018 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledFebruary 27th, 2018 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to series of the Mutual Fund and Variable Insurance Trust, a Delaware statutory trust (the "Trust"), pursuant to a Management Agreement dated as of January 1, 2016 (the "Management Agreement");
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • February 20th, 2018 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledFebruary 20th, 2018 Company JurisdictionSUB-ADVISORY AGREEMENT, dated as of February 16, 2018 between RATIONAL ADVISORS, INC., an Ohio corporation (the "Adviser"), and NUWAVE INVESTMENT MANAGEMENT, LLC, a Delaware limited liability company (the “Sub-Adviser”).
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • December 1st, 2017 • Mutual Fund & Variable Insurance Trust • New York
Contract Type FiledDecember 1st, 2017 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to series of the Mutual Fund and Variable Insurance Trust, a Delaware statutory trust (the "Trust"), pursuant to a Management Agreement dated as of January 1, 2016 (the "Management Agreement");
SUB-ADVISORY AGREEMENTSub-Advisory Agreement • October 26th, 2017 • Mutual Fund Series Trust • New York
Contract Type FiledOctober 26th, 2017 Company JurisdictionWHEREAS, the Adviser acts as an investment adviser to series of Mutual Fund Series Trust, an Ohio business trust (the "Trust"), pursuant to a Management Agreement dated as of July 31, 2006 as amended (the "Management Agreement");