Adviser Managed Trust (Credential# 1766927) is licensed (Investment Company - Open End) with Connecticut Department of Consumer Protection. The license effective date is December 31, 2019. The license expiration date date is December 31, 2020. The license status is ACTIVE.
Adviser Managed Trust is licensed with the Department of Consumer Protection of Connecticut. The credential number is #ICOE.1063525. The credential type is investment company - open end. The effective date is December 31, 2019. The expiration date is December 31, 2020. The business address is One Freedom Valley Road, Oaks, PA 19456. The current status is active.
| Licensee Name | Adviser Managed Trust |
| Business Name | Adviser Managed Trust |
| Credential ID | 1766927 |
| Credential Number | ICOE.1063525 |
| Credential Type | Investment Company - Open End |
| Business Address |
One Freedom Valley Road Oaks PA 19456 |
| Business Type | BUSINESS |
| Status | ACTIVE - ACTIVE |
| Active | 1 |
| Effective Date | 2019-12-31 |
| Expiration Date | 2020-12-31 |
| Refresh Date | 2020-01-24 |
| ID | Credential Code | Credential Type | Issue | Term | Status |
|---|---|---|---|---|---|
| 1758641 | FILE.1063525 | Filing Company (ICOE) | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1766928 | ICOE.1063524 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE |
| Street Address | ONE FREEDOM VALLEY ROAD |
| City | OAKS |
| State | PA |
| Zip Code | 19456 |
| Licensee Name | Office Address | Credential | Effective / Expiration |
|---|---|---|---|
| Advisors' Inner Circle Fund IIi (the) | One Freedom Valley Drive, Oaks, PA 19456 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Sei Asset Allocation Trust | Sei Investments Company, Oaks, PA 19456 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Sei Giving Fund | One Freedom Valley Dr., P.o. Box 240, Oaks, PA 19456 | Public Charity | 2008-05-29 ~ 2008-11-30 |
| Kp Funds (the) | One Freedom Valley Drive, Oaks, PA 19456 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Gallery Trust | One Freedom Valley Drive, Oaks, PA 19456 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Sei Institutional Investments Trust | One Freedom Valley Drive, Oaks, PA 19456 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Sei Institutional Managed Trust | One Freedom Valley Drive, Oaks, PA 19456 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Sei Catholic Values Trust | One Freedom Valley Drive, Oaks, PA 19456 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Frost Family of Funds | One Freedom Valley Drive, Oaks, PA 19456 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| City | OAKS |
| Zip Code | 19456 |
| License Type | Investment Company - Open End |
| License Type + County | Investment Company - Open End + OAKS |
| Licensee Name | Office Address | Credential | Effective / Expiration |
|---|---|---|---|
| Sei Institutional Managed Trust | One Freedom Valley Drive, Oaks, PA 19456 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Nuveen Managed Accounts Portfolios Trust | 333 West Wacker Drive, Chicago, IL 60606 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Franklin Managed Trust | C/o Legal Blue Sky Department, San Mateo, CA 94403-1906 | Filing Company (icoe) | 2019-12-31 ~ 2020-12-31 |
| Pimco Managed Accounts Trust | 1633 Broadway, New York, NY 10019 | Filing Company (icoe) | 2019-12-31 ~ 2020-12-31 |
| Federated Adviser Series | 4000 Ericsson Drive, Warrendale, PA 15086-7561 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Delaware Group Adviser Funds | 2005 Market Street, Philadelphia, PA 19103 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Professionally Managed Portfolios | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Managed Portfolio Series | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Managed Portfolilo Series | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Federated Managed Pool Series | 4000 Ericsson Drive, Warrendale, PA 15086-7561 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
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| Data Provider | Connecticut Department of Consumer Protection |
| Jurisdiction | Connecticut |
| Related Datasets | Connecticut Business Registrations, Connecticut Child Care Facilities |
This dataset includes 1.41 million licenses issued wtih Connecticut Department of Consumer Protection (TDLR).