Common Contracts
62 similar Investment Sub-Advisory Agreement contracts by Trust for Professional Managers, Unified Series Trust, Valued Advisers Trust
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 9th, 2023 • Trust for Professional Managers • Delaware
THIS INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”) is made as of February 28, 2023 (the “Effective Date”), by and between Neuberger Berman Investment Advisers LLC, a Delaware limited liability company located at 1290 Avenue of the Americas, New York, New York 10104 (the “Sub-Advisor”), the investment sub-advisor for the a portion of the ActivePassive Core Bond Income ETF (the “Fund,”), and Envestnet Asset Management, Inc., a Delaware corporation located at 35 East Wacker Drive, Suite 2400, Chicago, Illinois 60601 (the “Advisor”), the investment advisor for the Fund.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 9th, 2023 • Trust for Professional Managers • Delaware
THIS INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”) is made as of March 2, 2023 (the “Effective Date”), by and between GW&K Investment Management, LLC , a Delaware limited liability company located at 222 Berkeley Street, 15th Floor, Boston, MA 02116 (the “Sub-Advisor”), the investment sub-advisor for the Fund, and Envestnet Asset Management, Inc., a Delaware corporation located at 35 East Wacker Drive, Suite 2400, Chicago, Illinois 60601 (the “Advisor”), the investment advisor for the Fund.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 9th, 2023 • Trust for Professional Managers • Delaware
THIS INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”) is made as of March 3, 2023 (the “Effective Date”), by and between AllianceBernstein L.P., a limited partnership located at 501 Commerce Street, Nashville TN 37203 (the “Sub-Advisor”), the investment sub-advisor for the Fund, and Envestnet Asset Management, Inc., a Delaware corporation located at 35 East Wacker Drive, Suite 2400, Chicago, Illinois 60601 (the “Advisor”), the investment advisor for the Fund.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 9th, 2023 • Trust for Professional Managers • Delaware
THIS INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”) is made as of February 1, 2023 (the “Effective Date”), by and between Causeway Capital Management LLC, a Delaware limited liability company located at 11111 Santa Monica Blvd, 15th Floor, Los Angeles, CA 90025 (the “Sub-Advisor”), the investment sub-advisor for the Fund, and Envestnet Asset Management, Inc., a Delaware corporation located at 35 East Wacker Drive, Suite 2400, Chicago, Illinois 60601 (the “Advisor”), the investment advisor for the Fund.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 9th, 2023 • Trust for Professional Managers • Delaware
THIS INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”) is made as of March 3, 2023 (the “Effective Date”), by and between Sage Advisory Services, Ltd Co., a Texas Limited Liability Company located at 5900 Southwest Parkway Austin, TX 78735(the “Sub- Advisor”), the investment sub-advisor for the Fund, and Envestnet Asset Management, Inc., a Delaware corporation located at 35 East Wacker Drive, Suite 2400, Chicago, Illinois 60601 (the “Advisor”), the investment advisor for the Fund.
EX-99.D18 3 d486920dex99d18.htm INVESTMENT SUBADVISORY AGREEMENT INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • May 5th, 2020 • Delaware
AGREEMENT made as of the 15th day of January, 2013, by and between Reams Asset Management, a division of Scout Investment Advisors, Inc., with its principal place of business at 227 Washington Street, Columbus, IN 47201, (the “Sub-Advisor”), and SMI Advisory Services, LLC, an Indiana limited liability company located at 11135 West Baker Hollow Road, Columbus, IN 47201 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 28th, 2017 • Trust for Professional Managers • Wisconsin
This Investment Sub-Advisory Agreement (“Agreement”) made as of April 27, 2017 (the “Effective Date”), by and among Epoch Investment Partners, Inc. a Delaware corporation located at 399 Park Avenue, New York, New York 10022 (the “Sub-Advisor”), and Envestnet Asset Management, Inc., a Delaware corporation located at 35 East Wacker Drive, Suite 2400, Chicago, Illinois 60601 (the “Advisor”).
AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 23rd, 2015 • Trust for Professional Managers • Delaware
THIS AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”) is effective as of the 1st day of October, 2015, by and among __________, (the “Sub-Advisor”), and William Blair Investment Management, LLC (the “Advisor”), a Delaware limited liability company located at 222 West Adams Street, Chicago, Illinois, 60606.
AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 23rd, 2015 • Trust for Professional Managers • Delaware
THIS AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”) is effective as of the 1st day of October, 2015, by and among __________, (the “Sub-Advisor”), and William Blair Investment Management, LLC (the “Advisor”), a Delaware limited liability company located at 222 West Adams Street, Chicago, Illinois, 60606.
AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 23rd, 2015 • Trust for Professional Managers • Delaware
THIS AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”) is effective as of the 1st day of October, 2015, by and among __________, (the “Sub-Advisor”), and William Blair Investment Management, LLC (the “Advisor”), a Delaware limited liability company located at 222 West Adams Street, Chicago, Illinois, 60606.
AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 23rd, 2015 • Trust for Professional Managers • Delaware
THIS AMENDED AND RESTATED INVESTMENT SUB-ADVISORY AGREEMENT (the “Agreement”) is effective as of the 1st day of October, 2015, by and among __________, (the “Sub-Advisor”), and William Blair Investment Management, LLC (the “Advisor”), a Delaware limited liability company located at 222 West Adams Street, Chicago, Illinois, 60606.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 23rd, 2015 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 22nd day of October, 2015, by and among __________, (the “Sub-Advisor”), and William Blair Investment Management, LLC (the “Advisor”), a Delaware limited liability company located at 222 West Adams Street, Chicago, Illinois, 60606.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 22nd, 2015 • Trust for Professional Managers • Wisconsin
This Investment Sub-Advisory Agreement (“Agreement”) made as of the August 1, 2015 (the “Effective Date”), by and among Robeco Investment Management, Inc. (doing business as Boston Partners), a Delaware corporation located at 909 Third Avenue, 32nd Floor, New York, New York 10022 (the “Sub-Advisor”), and Envestnet Asset Management, Inc., a Delaware corporation located at 35 East Wacker Drive, Suite 2400, Chicago, Illinois 60601 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 23rd, 2015 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 2nd day of February, 2015, by and among (the “Sub-Advisor”), and Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 5th, 2014 • Trust for Professional Managers • Wisconsin
This Investment Sub-Advisory Agreement (“Agreement”) made as of the 1st of December, 2014 (the “Effective Date”), by and among Thomas White International, Ltd., an Illinois corporation located at 440 South LaSalle Street, Suite 3900, Chicago, Illinois 60605 (the “Sub-Advisor”), and Envestnet Asset Management, Inc., a Delaware corporation located at 35 East Wacker Drive, Suite 2400, Chicago, Illinois 60601 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 28th, 2014 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 28th day of October, 2014, by and among __________, (the “Sub-Advisor”), and William Blair & Company, L.L.C. (the “Advisor”), a Delaware limited liability company located at 222 West Adams Street, Chicago, Illinois, 60606.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 28th, 2014 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 28th day of October, 2014, by and among __________, (the “Sub-Advisor”), and William Blair & Company, L.L.C. (the “Advisor”), a Delaware limited liability company located at 222 West Adams Street, Chicago, Illinois, 60606.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 28th, 2014 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 28th day of October, 2014, by and among __________, (the “Sub-Advisor”), and William Blair & Company, L.L.C. (the “Advisor”), a Delaware limited liability company located at 222 West Adams Street, Chicago, Illinois, 60606.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • October 28th, 2014 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 28th day of October, 2014, by and among __________, (the “Sub-Advisor”), and William Blair & Company, L.L.C. (the “Advisor”), a Delaware limited liability company located at 222 West Adams Street, Chicago, Illinois, 60606.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 17th, 2013 • Trust for Professional Managers • Wisconsin
THIS AGREEMENT made as of the 20th day of June, 2013 (the “Effective Date”) by and among Delaware Investments Fund Advisers, a series of Delaware Business Trust, a Delaware statutory trust, located at One Commerce Square, 2005 Market Street, Philadelphia, PA 19103 (the “Sub-Advisor”), and Envestnet Asset Management, Inc., a Delaware corporation located at 35 E Wacker Drive, Suite 2400, Chicago, IL 60601 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 3rd, 2013 • Trust for Professional Managers • Delaware
AGREEMENT made as of the __ day of ______, 2013, by and among ______________ (the “Sub-Advisor”), and Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 27th, 2013 • Trust for Professional Managers • Delaware
AGREEMENT made as of the ___th day of _____, ____, by and among ______________________, (the “Sub-Advisor”), Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”), and, solely as to Section 6 hereof, Trust for Professional Managers, a Delaware statutory trust located at 615 E. Michigan Street, Milwaukee WI 53202 (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 27th, 2013 • Trust for Professional Managers • Delaware
AGREEMENT made as of the ___th day of _____, ____, by and among ___________________, (the “Sub-Advisor”), Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”), and Trust for Professional Managers, a Delaware statutory trust located at 615 E. Michigan Street, Milwaukee WI 53202 (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 27th, 2013 • Trust for Professional Managers • Delaware
AGREEMENT made as of the ___th day of _____, ____, by and among _____________________ (the “Sub-Advisor”), and Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 27th, 2013 • Trust for Professional Managers • Delaware
AGREEMENT made as of the ___th day of _____, ____, by and among ______________________ (the “Sub-Advisor”), and Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • June 27th, 2013 • Trust for Professional Managers • Delaware
AGREEMENT made as of the ___th day of _____, ____, by and among _____________________ (the “Sub-Advisor”), and Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • February 20th, 2013 • Valued Advisers Trust • Delaware
AGREEMENT made as of the 15th day of January, 2013, by and between Reams Asset Management, a division of Scout Investment Advisors, Inc., with its principal place of business at 227 Washington Street, Columbus, IN 47201, (the “Sub-Advisor”), and SMI Advisory Services, LLC, an Indiana limited liability company located at 11135 West Baker Hollow Road, Columbus, IN 47201 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 27th, 2012 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 24th day of April, 2012, by and among Pinebank Asset Management, LP, a Delaware limited partnership located at 100 Park Avenue, 32nd Floor, New York, New York 10017 (the “Sub-Advisor”), and Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 27th, 2012 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 24th day of April, 2012, by and among Whitebox Advisors LLC, a Delaware limited liability company, located at 3033 Excelsior Boulevard, Suite 300, Minneapolis, Minnesota 55416 (the “Sub-Advisor”), and Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 27th, 2012 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 24th day of April, 2012, by and among The Cambridge Strategy (Asset Management) Limited, a United Kingdom limited company located at 7th Flr, Berger House, 36-38 Berkeley Square, London, United Kingdom W1J 5AE (the “Sub-Advisor”), and Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 27th, 2012 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 24th day of April, 2012, by and among Stadion Money Management, LLC, a Delaware limited liability company located at 1061 Cliff Dawson Rd., Watkinsville, GA 30677, (the “Sub-Advisor”), Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”), and, solely as to Section 6 hereof, Trust for Professional Managers, a Delaware statutory trust located at 615 E. Michigan Street, Milwaukee WI 53202 (the “Trust”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • April 27th, 2012 • Trust for Professional Managers • Delaware
AGREEMENT made as of the 24th day of April, 2012, by and among Battenkill Capital Management, Inc., a Delaware corporation, located at 34 S. Main Street, Allentown, New Jersey 08501 (the “Sub-Advisor”), and Collins Capital Investments, LLC a Delaware limited liability company located at 806 Douglas Rd, Suite 570, Coral Gables, FL 33134 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • March 9th, 2011 • Trust for Professional Managers • Wisconsin
AGREEMENT made as of the 15th day of February, 2011, by and among Singer Partners, LLC, a Delaware limited liability company, located at 914 Green Bay Road, Winnetka, IL 60093, (the “Sub-Advisor”), Trust for Professional Managers, a Delaware statutory trust located at 615 E. Michigan Street, Milwaukee WI 53202 (the “Trust”), and Envestnet Asset Management, Inc. a Delaware corporation located at 35 E Wacker Drive, Suite 2400, Chicago, IL 60601 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 23rd, 2010 • Unified Series Trust • Ohio
AGREEMENT made as of the 23rd day of December, 2010, by and between Reams Asset Management, a division of Scout Investment Advisors, Inc., with its principal place of business at 227 Washington Street, Columbus, IN 47201, (the “Sub-Advisor”), and SMI Advisory Services, LLC, an Indiana limited liability company located at 11135 West Baker Hollow Road, Columbus, IN 47201 (the “Advisor”).
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • November 5th, 2010 • Unified Series Trust • Ohio
AGREEMENT made as of the ____ day of______, 2011, by and between Reams Asset Management Company, a division of Scout Investment Advisors, Inc., a __________ corporation located at 227 Washington Street, Columbus, IN 47202 (the “Sub-Advisor”), and SMI Advisory Services, LLC, an Indiana limited liability company located at ___________, Columbus, IN 47203 (the “Advisor”).
