Common Contracts

Investment Advisory Agreement

Investment Advisory Agreement • June 14th, 2024

• Contract Type
  Investment Advisory Agreement
• Filed
  June 14th, 2024

, 20 (the “Effective Date”), by the undersigned client set forth on Exhibit “A” ("Client”) and Vann Equity Management, LLC (“Vann Equity Management”), an investment adviser registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended (the "Advisers Act”). Vann Equity Management and Client are sometimes hereinafter referred to collectively as the “Parties” or singularly as a “Party”. Pursuant to the terms and conditions set forth in the Agreement, Client hereby employs Vann Equity Management as an investment adviser for all the assets contained in the investment account designated on Exhibit “A” (the “Account” or “Client Account”). Vann Equity Management's duties shall commence, and the compensation referred to herein shall begin to accrue, on the earlier to occur of the following:

Vann Equity Management, LLC Investment Advisory Agreement (Discretionary Arrears)

Investment Advisory Agreement • October 21st, 2023

• Contract Type
  Investment Advisory Agreement
• Filed
  October 21st, 2023

THIS INVESTMENT ADVISORY AGREEMENT (the “Agreement”) is entered into on ___________________, 20__ (the “Effective Date”), by the undersigned client set forth on Exhibit “A” ("Client”) and Vann Equity Management, LLC (“Vann Equity Management”), an investment adviser registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended (the "Advisers Act”). Vann Equity Management and Client are sometimes hereinafter referred to collectively as the “Parties” or singularly as a “Party”. Pursuant to the terms and conditions set forth in the Agreement, Client hereby employs Vann Equity Management as an investment adviser for all the assets contained in the investment account designated on Exhibit “A” (the “Account” or “Client Account”). Vann Equity Management's duties shall commence, and the compensation referred to herein shall begin to accrue, on the earlier to occur of the following: (i) the date on which the custodian designated on Exhibit “