Common Contracts
43 similar Investment Advisory Agreement contracts by Forum Funds, Forum Funds Ii, Altmfx Trust, Forum ETF Trust
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 23rd, 2024 • Forum Funds
AGREEMENT made as of March 1, 2024, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and Cannell & Spears LLC, a Delaware limited liability company, with its principal office and place of business at 545 Madison Avenue, 11th Floor, New York, NY 10022 (the “Adviser”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 20th, 2021 • Forum Funds • Delaware
AGREEMENT made as of December 3, 2021, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and MAI Capital Management, LLC, a Delaware limited liability company, with its principal office and place of business at 1360 EAST 9TH ST, STE 1100, Cleveland, Ohio 44114 (the “Adviser”).
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 21st, 2020 • Forum Funds • Delaware
AGREEMENT made as of September 25, 2020, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and 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”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • August 22nd, 2019 • Forum Funds • New York
AGREEMENT made as of July 1, 2019, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and Spears Abacus Advisors LLC, a Delaware limited liability company, with its principal office and place of business at 147 E. 48th Street, New York, NY 10017 (the “Adviser”).
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 28th, 2019 • Forum Funds Ii • New York
AGREEMENT made as of February 15, 2019, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and Jaguar Listed Property LLC, a Delaware limited liability company, with its principal office and place of business at 390 Park Avenue, 4th Floor, New York, New York 10022 (the “Adviser”).
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 28th, 2019 • Forum Funds Ii • New York
AGREEMENT made as of February 15, 2019, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and Gurtin Fixed Income Management, LLC, d/b/a Gurtin Municipal Bond Management, a Delaware limited liability company, with its principal office and place of business at 440 Stevens Avenue, Suite 260, Solana Beach, California 92075 (the “Adviser”).
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 28th, 2018 • Forum Funds Ii • New York
AGREEMENT made as of March 26, 2018, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and Semper Capital Management, L.P. a Delaware limited partnership, with its principal office and place of business at 52 Vanderbilt Avenue, Suite 401 New York, NY, 10017 (the “Adviser”).
FORUM FUNDS INVESTMENT ADVISORY AGREEMENT WITH LISANTI CAPITAL GROWTH, LLCInvestment Advisory Agreement • January 25th, 2018 • Forum Funds • New York
AGREEMENT made as of the 15th day of September, 2017, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Portland, Maine 04101 (the “Trust”), and Lisanti Capital Growth, LLC, a Delaware limited liability company, with its principal office and place of business at 410 Park Avenue, Suite 610, New York, New York 10022 (the “Adviser”).
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 24th, 2017 • Forum Funds Ii • New York
AGREEMENT made as of March 23, 2017, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Caravan Capital Management LLC, a Delaware limited liability company, with its principal office and place of business at 950 Pacific Avenue, Suite 500, Tacoma, WA 98042 (the "Adviser").
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • February 26th, 2016 • Forum Funds Ii • New York
AGREEMENT made as of December 10, 2015, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Dundas Partners LLP, a limited liability partnership with its principal office and place of business at 41 Northumberland Street, Edinburgh, Scotland EH3 6JA (the "Adviser").
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • July 28th, 2015 • Forum Funds Ii • New York
AGREEMENT made as of June 11, 2015, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and ABR Dynamic Funds, LLC, a Delaware corporation, with its principal office and place of business at 48 Wall Street, Suite 1100, New York, New York 10005 (the "Adviser").
FORUM FUNDS INVESTMENT ADVISORY AGREEMENT WITH LEBENTHAL LISANTI CAPITAL GROWTH, LLCInvestment Advisory Agreement • July 22nd, 2015 • Forum Funds • New York
AGREEMENT made as of the 27th day of March, 2015, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Portland, Maine 04101 (the "Trust"), and Lebenthal Lisanti Capital Growth, LLC, a Delaware limited liability company, with its principal office and place of business at 230 Park Avenue, 32nd Floor, New York, New York 10169 (the "Adviser").
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 31st, 2015 • Forum Funds Ii • New York
AGREEMENT made as of March 26, 2015, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Northwood Securities LLC, a Delaware limited liability company, with its principal office and place of business at 575 5th Avenue, 23rd Floor, New York, New York 10017 (the "Adviser").
ALTMFX TRUST INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 8th, 2015 • Altmfx Trust • New York
AGREEMENT made as of December 18, 2014, by and between ALTMFX Trust, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Sandell Asset Management Corp., a Cayman Islands corporation, with its principal office and place of business at 540 Madison Avenue, 36th Floor, New York, New York 10022 (the "Adviser").
ALTMFX TRUST INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 8th, 2015 • Altmfx Trust • New York
AGREEMENT made as of December 30, 2014, by and between ALTMFX Trust, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Napier Park Global Capital (US) LP, a Delaware limited partnership, with its principal office and place of business at 280 Park Avenue, 3rd Floor, New York, New York 10017 (the "Adviser").
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 24th, 2014 • Forum Funds • New York
AGREEMENT made as of October 15, 2014, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Exceed Advisory LLC, a Delaware limited liability company, with its principal office and place of business at 28 West 44th Street, 16th Floor, New York, NY 10036 (the "Adviser").
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 24th, 2014 • Forum Funds Ii • New York
AGREEMENT made as of November 5, 2014, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Full Circle Advisors, LLC, a Delaware limited liability company, with its principal office and place of business at 102 Greenwich Ave., 2nd Floor, Greenwich, CT 06830 (the "Adviser").
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 24th, 2014 • Forum Funds Ii • New York
AGREEMENT made as of October 28, 2014, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Gurtin Fixed Income Management, LLC, a Delaware limited liability company, with its principal office and place of business at 440 Stevens Avenue, Suite 260, Solana Beach, California 92075 (the "Adviser").
FORUM ETF TRUST INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 2nd, 2014 • Forum ETF Trust • New York
AGREEMENT made as of December 30, 2013, by and between Forum ETF Trust, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and Merk Investments LLC, a California limited liability company, with its principal office and place of business at 2672 Bayshore Parkway, Suite 1001, Mountainview, California 94043 (the “Adviser”) and, solely for purposes of Section 6(e) hereof, Forum Investment Advisors, LLC, a Delaware limited liability company, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Investment Manager”).
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 30th, 2013 • Forum Funds Ii • New York
AGREEMENT made as of December 26, 2013, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and 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")
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • November 29th, 2013 • Forum Funds Ii • New York
AGREEMENT made as of November 29, 2013, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and SKBA Capital Management, LLC, a Delaware Limited Liability Company, with its principal office and place of business at 44 Montgomery Street, Suite 3500, San Francisco, CA 94104 (the "Adviser").
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 10th, 2013 • Forum Funds Ii • New York
AGREEMENT made as of December 30, 2013, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and CVR Portfolio Funds, LLC, a Delaware corporation, with its principal office and place of business at 10 High Street, Suite 302, Boston, MA 02110 (the “Adviser”).
FORUM FUNDS II INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • July 26th, 2013 • Forum Funds Ii • New York
AGREEMENT made as of July 26, 2013, by and between Forum Funds II, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Phocas Financial Corporation, a California corporation, with its principal office and place of business at 980 Atlantic Avenue, Suite 106, Alameda, CA 94501 (the "Adviser").
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • May 15th, 2013 • Forum Funds • New York
AGREEMENT made as of May 14, 2013, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Monongahela Capital Management, Inc. a Pennsylvania corporation, with its principal office and place of business at 800 Cranberry Woods Drive, Suite 200, Cranberry Township, Pennsylvania, 16066 (the "Adviser").
FORUM ETF TRUST INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 12th, 2013 • Forum ETF Trust • New York
AGREEMENT made as of [DATE], 2013, by and between Forum ETF Trust, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and Merk Investments LLC, a California limited liability company, with its principal office and place of business at 2672 Bayshore Parkway, Suite 1001, Mountainview, California 94043 (the “Adviser”) and, solely for purposes of Section 6(e) hereof, Forum Investment Advisors, LLC, a Delaware limited liability company, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Investment Manager”).
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • May 29th, 2012 • Forum Funds • New York
AGREEMENT made as of May 3, 2012, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Carne Capital, LLC a Pennsulvania liability company, with its principal office and place of business at Radnor Court, Suite 210, 259 Radnor Chester Road, Radnor, Pennsylvania 19087 (the "Adviser").
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 16th, 2012 • Forum Funds • New York
AGREEMENT made as of April 5, 2012, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Auxier Asset Management, LLC an Oregon limited liability company, with its principal office and place of business at 5825 Meadows Road, Suite 333, Lake Oswego, Oregon 97035 (the "Adviser").
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 6th, 2012 • Forum Funds • New York
AGREEMENT made as of April 5, 2012, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the "Trust"), and Auxier Asset Management, LLC an Oregon limited liability company, with its principal office and place of business at 5825 Meadows Road, Suite 333, Lake Oswego, Oregon 97035 (the "Adviser").
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • September 9th, 2011 • Forum Funds • Delaware
AGREEMENT made as of September 12, 2011, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and Merk Investments, LLC a Delaware limited liability company, with its principal office and place of business at 555 Bryant Street #455, Palo Alto, California 94301 (the “Adviser”).
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • April 29th, 2011 • Forum Funds • Delaware
AGREEMENT made as of December 8, 2009, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and Holland Capital Management LLC a Delaware limited liability company, with its principal office and place of business at One North Wacker Drive, Suite 7000, Chicago, IL 60606 (the “Adviser”).
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 6th, 2010 • Forum Funds • Delaware
AGREEMENT made as of December 3, 2010, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and UCM Partners, L.P., a Delaware limited partnership, with its principal office and place of business at 52 Vanderbilt Ave. Suite 401, New York, NY 10017 (the “Adviser”).
FORM OF FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • October 5th, 2010 • Forum Funds • Delaware
AGREEMENT made as of ____________, 2010, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and ICICI Securities Holdings Inc. [D/B/A ICICI Investment Advisors], a _____________ corporation, with its principal office and place of business at 415 Madison Avenue, Suite 1427, New York, NY 10017 (the “Adviser”).
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • August 31st, 2010 • Forum Funds • Delaware
AGREEMENT made as of August 31st, 2010, by and between Forum Funds, a Delaware statutory trust, with its principal office and place of business at Three Canal Plaza, Suite 600, Portland, Maine 04101 (the “Trust”), and MAI Wealth Advisor, LLC an Ohio limited liability company, with its principal office and place of business at 1360 EAST 9TH ST, STE 1100, Cleveland, Ohio 44114 (the “Adviser”).
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • March 26th, 2010 • Forum Funds • Delaware
FORUM FUNDS INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 8th, 2010 • Forum Funds • Delaware
