AMENDMENT NO. 2 TO ADVISORY AGREEMENTAdvisory Agreement • December 29th, 2020 • Shelton Funds
Contract Type FiledDecember 29th, 2020 CompanyWHEREAS, Shelton Funds, a Delaware statutory trust (the “Trust”) and CCM Partners, LP a California limited partnership d/b/a Shelton Capital Management (the “Adviser”), are parties to that certain Investment Advisory Agreement dated January 1, 2007, as amended by that certain Amendment to Advisory Agreement dated February 14, 2019 (the “Agreement”); and
SHELTON FUNDS AMENDMENT NO. 1 TO RESTATED FUND ADMINISTRATION SERVICING AGREEMENTFund Administration Servicing Agreement • December 29th, 2020 • Shelton Funds
Contract Type FiledDecember 29th, 2020 CompanyTHIS AMENDMENT No. 1 effective as of January 1, 2011, to the Restated Fund Administration Servicing Agreement dated as of January 7, 2007, (the “Agreement”), is entered into by and between SHELTON FUNDS, a Delaware statutory trust, (the “Trust”) and CCM PARTNERS, LP, a limited partnership organized under the laws of the State of California (“CCM”).
SHELTON FUNDS AMENDED AND RESTATED DISTRIBUTION AGREEMENTDistribution Agreement • December 29th, 2020 • Shelton Funds • Delaware
Contract Type FiledDecember 29th, 2020 Company JurisdictionTHIS AGREEMENT is made as of February 8, 2018, between Shelton Funds (the “Trust”), a Delaware statutory trust, and RFS Partners, LP (the “Distributor”), a California limited partnership.
AMENDMENT TO INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • December 29th, 2020 • Shelton Funds
Contract Type FiledDecember 29th, 2020 CompanyWHEREAS, Shelton Funds, a Delaware statutory trust (the “Trust”) and CCM Partners, LP, a California limited partnership d/b/a Shelton Capital Management (the “Adviser”), are parties to that certain Investment Advisory Agreement dated January 1, 2007 (the “Agreement”); and
SHELTON FUNDS AMENDMEMT NO. 1 TO AMENDED AND RESTATED DISTRIBUTION AGREEMENTDistribution Agreement • December 29th, 2020 • Shelton Funds
Contract Type FiledDecember 29th, 2020 CompanyTHIS AMENDMENT dated as of November 12, 2020 (this “Amendment”) to the Amended and Restated Distribution Agreement dated as of February 8, 2018, as amended by Amendment No. 1 dated November 12, 2020 (the “Agreement”), is entered into by and between SHELTON FUNDS, a Delaware statutory trust, (the “Trust”) and RFS PARTNERS, LP, a California limited partnership (the “Distributor”).