Common Contracts
42 similar Investment Sub-Advisory Agreement contracts by Bridge Builder Trust
AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 25th, 2024 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 6th day of September, 2024, by and among Robert W. Baird & Co. Incorporated, a Wisconsin corporation located at 777 E. Wisconsin Avenue, Milwaukee, Wisconsin 53202 (the “Sub-Adviser’’), Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and, for the sole purpose of paying compensation due to the Sub-Adviser under Section 6(a) of this Agreement, the Bridge Builder Trust, a Delaware statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”), on behalf of each series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and, collectively, the “Funds”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 14th, 2022 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the second day of December, 2022, by and among Capital International, Inc., a corporation organized and existing under the laws of the State of California and located at 333 South Hope Street, Los Angeles, California 90071 (the “Sub- Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and the Bridge Builder Trust, a Statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and collectively, the “Funds”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2022 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 19th day of February, 2015, by and among Artisan Partners Limited Partnership, a Delaware limited partnership located at 875 East Wisconsin Avenue, Suite 800, Milwaukee, WI 53202 (the “Sub-Adviser’’), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser’’).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 2nd day of June, 2021, by and among American Century Investment Management, Inc., a Delaware corporation located at 4500 Main Street, Kansas City, MO 64111 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and, for the sole purpose of paying compensation due to the Sub-Adviser under Section 6(a) of this Agreement, the Bridge Builder Trust, a Delaware statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and collectively, the “Funds”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 6th day of January, 2021, by and among MacKay Shields LLC, a Delaware limited liability company located at 1345 Avenue of the Americas, New York, NY 10105 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and, for the sole purpose of paying compensation due to the Sub-Adviser under Section 6(a) of this Agreement, the Bridge Builder Trust, a Delaware statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and collectively, the “Funds”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 9th day of September, 2021, by and among Victory Capital Management Inc., a New York corporation located at 15935 La Cantera Parkway, San Antonio, TX 78256 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and, for the sole purpose of paying compensation due to the Sub-Adviser under Section 6(a) of this Agreement, the Bridge Builder Trust, a Delaware statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and collectively, the “Funds”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 23rd day of August, 2021 (the “Effective Date”), by and among Marathon Asset MGMT Limited, a company incorporated in England and Wales (Registered No. 12131578) which will change its name to MARATHON ASSET MANAGEMENT LIMITED located at Orion House, 5 Upper St Martin’s Lane, London WC2H 9EA (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and, for the sole purpose of paying compensation due to the Sub-Adviser under Section 6(a) of this Agreement, the Bridge Builder Trust, a Delaware statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and collectively, the “Funds”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the ____ day of September, 2021, by and among Driehaus Capital Management LLC, a Delaware limited liability company located at 25 East Erie Street, Chicago, IL 60611 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and, for the sole purpose of paying compensation due to the Sub-Adviser under Section 6(a) of this Agreement, the Bridge Builder Trust, a Delaware statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and collectively, the “Funds”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2021 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 17th day of November, 2020, and effective as of the “Effective Date”, as defined in Section 9 of the Agreement, by and among Barrow, Hanley, Mewhinney & Strauss LLC, a Delaware limited liability company located at 2200 Ross Avenue, 3s1 t Floor, Dallas, TX 75201 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and. For the sole purpose of paying compensation due to the Sub-Adviser under Section 6(a) of this Agreement, Bridge Builder Trust, on behalf of each fund listed on Schedule A hereto (each, a “Fund” and, collectively, the “Funds”), each a series of the Bridge Builder Trust, a Delaware Statutory Trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”).
AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 23rd, 2020 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 14th day of April, 2020, by and among LSV Asset Management, a Delaware partnership located at 155 North Wacker Drive, Suite 4600, Chicago, IL 60606 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and, for the sole purpose of paying the compensation due to the Sub-Adviser under Section 6(a) of this Agreement, Bridge Builder Trust on behalf of each fund listed on Schedule A hereto (each, a “Fund” and, collectively, the “Funds”), each a series of the Bridge Builder Trust, a Delaware statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 25th, 2019 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 28th day of August, 2019, and effective as of the “Effective Date”, as defined in Section 9 of the Agreement, by and among Advisory Research Inc., a Delaware corporation located at 180 N Stetson Avenue, Suite 5500, Chicago, IL 60601 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and the Bridge Builder Trust, a Statutory trust located at 12555 Manchester Road, St. Louis, MO 63131 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and collectively, the “Funds”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 25th, 2019 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 1st day of December, 2018, by and among Massachusetts Financial Services Company (d/b/a MFS Investment Management), a corporation organized under the laws of the State of Delaware located at 111 Huntington Avenue, Boston, MA 02199 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and the Bridge Builder Trust, a Statutory trust located at 615 East Michigan Street Milwaukee, WI 53202 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and collectively, the “Funds”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 25th, 2019 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 1st day of December, 2018, by and among Diamond Hill Capital Management, Inc., an Ohio Corporation located at 325 John H. McConnell Blvd. Suite 200, Columbus, Ohio 43215 (the “Sub-Adviser”), Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”), and the Bridge Builder Trust, a Statutory trust located at 615 East Michigan Street Milwaukee, WI 53202 (the “Trust”), on behalf of the series of the Trust indicated on Schedule A to this Agreement (each, a “Fund” and collectively, the “Funds”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2017 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 15th day of October, 2016, by and among Pzena Investment Management LLC, a Delaware limited liability company located at 320 Park Avenue, 8th Floor, New York, NY 10022 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 27th, 2016 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the15th day of October, 2016, by and among LSV Asset Management, a Delaware partnership located at 155 North Wacker Drive, Suite 4600, Chicago, IL 60606 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability company located at 12555 Manchester Road, St. Louis, MO 63131 (the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • September 8th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 14th day of August, 2015, by and among Wells Capital Management Incorporated, a California corporation located at 525 Market Street, San Francisco, CA 94105 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • September 8th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 14th day of August, 2015, by and among Pyramis Global Advisors, LLC, a Delaware Limited Liability Company located at 900 Salem Street, Smithfield, RI 02917 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • September 8th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 22 day of May 2015, by and among Stephens Investment Management Group, LLC, an Arkansas limited liability company located at 111 Center Street, Little Rock, AR 72201 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 6th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 5th day of March, 2015, by and among Mondrian Investment Partners Limited, a company organized under the laws of England and Wales and located at 10 Gresham Street London EC2V 7JD United Kingdom (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 6th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 6 day of March, 2015, by and among Edinburgh Partners Limited a company incorporated in Scotland, located at 27-31 Melville Street, Edinburgh, EH3 7JF, Scotland, United Kingdom (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 6th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 5th day of March, 2015, by and among Baillie Gifford Overseas Limited, a company incorporated in Scotland under Registered Number 084807 and having its registered office at Calton Square, 1 Greenside Row, Edinburgh, Scotland (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 6th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 5th day of March, 2015, by and among WCM Investment Management, a California corporation located at 281 Brooks Street, Laguna Beach, CA 92651 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 6th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 5th day of March, 2015, by and among Manning & Napier Advisors, LLC , a Delaware limited liability company located at 290 Woodcliff Drive, Fairport, NY 14450 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • July 6th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 30th day of June, 2015, by and among T. Rowe Price Associates, Inc., a Maryland corporation located at 100 E. Pratt Street, Baltimore MD, 21202 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of February, 2015, by and among Artisan Partners Limited Partnership, a Delaware limited partnership located at 875 East Wisconsin Avenue, Suite 800, Milwaukee, WI 53202 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of February, 2015, by and among William Blair & Company LLC, a Delaware limited liability company located at 222 W. Adams Street, Chicago, IL 60606 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of February, 2015, by and among Jennison Associates LLC, a Delaware limited liability company located at 466 Lexington Avenue, New York, NY 10017 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of February, 2014, by and among Champlain Investment Partners, LLC, a Delaware limited liability company located at 180 Battery Street, Suite 400, Burlington, VT 05401 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of February, 2015, by and among Barrow, Hanley, Mewhinney & Strauss LLC, a Delaware limited liability company located at 2200 Ross Avenue, 31st Floor, Dallas, TX 75201 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 19th day of February, 2015, by and among Wellington Management Company, LLP, a Massachusetts limited liability partnership located at 280 Congress Street, Boston, MA 02210 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th of February, 2015, by and among Vaughan Nelson Investment Management, LP, a Delaware limited partnership located at 600 Travis, Suite 6300, Houston, TX 77002 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of February, 2015, by and among BlackRock Investment Management, LLC, a Delaware limited liability company located at 1 University Square Drive, Princeton, New Jersey 08540 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of February, 2015, by and among Robeco Investment Management, Inc., a Delaware corporation located at 909 Third Avenue, 32nd Floor, New York, NY 10022 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of February, 2015, by and among Silvercrest Asset Management Group LLC, a Delaware limited liability company located at 1330 Avenue of the Americas, 38th Floor, New York, NY 10019 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 30th, 2015 • Bridge Builder Trust • Delaware
This AGREEMENT is made as of the 18th day of February, 2015, by and among Eagle Asset Management, Inc., a Florida corporation located at 880 Carillon Parkway, St. Petersburg, FL 33716 (the “Sub-Adviser”), and Olive Street Investment Advisers, LLC, a Missouri limited liability corporation located at 12555 Manchester Road, St. Louis, MO 63131(the “Adviser”).
