Managed Portfolio Series (Credential# 1770850) 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.
Managed Portfolio Series is licensed with the Department of Consumer Protection of Connecticut. The credential number is #ICOE.1071953. 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 615 East Michigan Street, Milwaukee, WI 53202. The current status is active.
| Licensee Name | Managed Portfolio Series |
| Business Name | Managed Portfolio Series |
| Credential ID | 1770850 |
| Credential Number | ICOE.1071953 |
| Credential Type | Investment Company - Open End |
| Business Address |
615 East Michigan Street Milwaukee WI 53202 |
| Business Type | BUSINESS |
| Status | ACTIVE - ACTIVE |
| Active | 1 |
| Effective Date | 2019-12-31 |
| Expiration Date | 2020-12-31 |
| Refresh Date | 2019-12-16 |
| ID | Credential Code | Credential Type | Issue | Term | Status |
|---|---|---|---|---|---|
| 1770846 | ICOE.1106851 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770849 | ICOE.1079985 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770834 | ICOE.1092477 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770832 | ICOE.1106852 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770845 | ICOE.1090526 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770857 | ICOE.1071991 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770836 | ICOE.1073178 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770840 | ICOE.1084816 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770841 | ICOE.1072186 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770848 | ICOE.1073181 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770853 | ICOE.1089034 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770859 | ICOE.1065333 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770833 | ICOE.1072185 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770837 | ICOE.1076812 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770831 | ICOE.1094681 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770835 | ICOE.1077446 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770842 | ICOE.1100528 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770851 | ICOE.1071155 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770854 | ICOE.1098726 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770838 | ICOE.1065331 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770843 | ICOE.1089035 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770844 | ICOE.1094682 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770847 | ICOE.1090525 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770852 | ICOE.1078912 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770855 | ICOE.1105015 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770856 | ICOE.1071954 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770858 | ICOE.1083103 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1759210 | FILE.1106852 | Filing Company (ICOE) | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1988950 | ICOE.1110686 | Investment Company - Open End | 2019-11-27 | 2019-12-31 - 2020-12-31 | ACTIVE |
| 1987021 | ICOE.1110671 | Investment Company - Open End | 2019-11-19 | 2019-12-31 - 2020-12-31 | ACTIVE |
| 1807443 | ICOE.1110669 | Investment Company - Open End | 2019-11-18 | 2019-12-31 - 2020-12-31 | ACTIVE |
| 1770839 | ICOE.1072129 | Investment Company - Open End | 2019-12-31 - 2020-06-15 | INACTIVE |
| Street Address | 615 East Michigan Street |
| City | Milwaukee |
| State | WI |
| Zip Code | 53202 |
| Licensee Name | Office Address | Credential | Effective / Expiration |
|---|---|---|---|
| North Square Investments Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Stone Ridge Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2020-04-30 ~ 2020-12-31 |
| Horizon Funds | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| North Capital Funds Trust | 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 |
| Cushing Mutual Funds Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2020-02-03 ~ 2020-12-31 |
| Agf Investments Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2020-01-03 ~ 2020-12-31 |
| Baird Funds, Inc. | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2020-01-02 ~ 2020-12-31 |
| Hotchkis & Wiley Funds | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Penn Capital Funds Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Find all Licenses in the same address | |||
| Licensee Name | Office Address | Credential | Effective / Expiration |
|---|---|---|---|
| Pierce Engineers Inc | 181 N Broadway, Milwaukee, WI 53202 | Professional Engineering Corporation | 2020-06-11 ~ 2021-06-10 |
| Mason Wells Buyout Fund V, Lp | 411 E Wisconsin Ave, Ste 1280, Milwaukee, WI 53202 | Securities - Exemptions | 2020-05-08 ~ |
| Stone Ridge Trust V | Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Other | 2020-05-23 ~ 2021-05-23 |
| Angel Oak Financial Strategies Income Term Trust | C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Other | 2020-05-31 ~ 2021-05-31 |
| Ellington Income Opportunities Fund | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Other | 2020-06-10 ~ 2021-06-10 |
| Diane P Foley | 1610 N Prospect Ave, Milwaukee, WI 53202 | Real Estate Salesperson | 2018-06-01 ~ 2019-05-31 |
| Keeley Funds, Inc. | 615 E Michigan Street Lc-2, Milwaukee, WA 53202 | Filing Company (icoe) | 2019-12-31 ~ 2020-12-31 |
| Artisan Partners Funds, Inc. | 875 East Wisconsin Avenue, Milwaukee, WI 53202 | Investment Company - Open End | 2020-02-27 ~ 2020-12-31 |
| Wisconsin Institute for Law & Liberty, Inc. | 330 E. Kilbourn Avenue, Suite 725, Milwaukee, WI 53202 | Public Charity | 2020-03-03 ~ 2020-11-30 |
| Kkr Credit Opportunities Portfolio | C/o Us Bancorp Fund Services LLC, Milwaukee, WI 53202 | Investment Company - Other | 2020-03-02 ~ 2021-03-02 |
| Find all Licenses in zip 53202 | |||
| City | Milwaukee |
| Zip Code | 53202 |
| License Type | Investment Company - Open End |
| License Type + County | Investment Company - Open End + Milwaukee |
| Licensee Name | Office Address | Credential | Effective / Expiration |
|---|---|---|---|
| Managed Portfolilo Series | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Oppenheimer Portfolio Series | 6803 South Tucson Way, Denver, CO 80217 | Investment Company - Open End | 2018-12-31 ~ 2019-05-24 |
| Rochester Portfolio Series | Po Box 5061, Denver, CO 80217 | Investment Company - Open End | 2018-12-31 ~ 2019-05-24 |
| Federated Managed Pool Series | 4000 Ericsson Drive, Warrendale, PA 15086-7561 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| American Funds Portfolio Series | 333 South Hope Street, Los Angeles, CA 90071-1447 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Morgan Stanley Portfolio, Series 39-al & Robotics, Series 2 | 2000 Westminster Avenue, Purchase, NY 10577 | Investment Company - Other | 2020-03-05 ~ 2021-03-05 |
| Morgan Stanley Portfolio, Series 37 | 2000 Westchester Avenue, Purchase, NY 10577 | Investment Company - Other | 2019-10-30 ~ 2020-10-30 |
| American Funds Retirement Income Portfolio Series | 6455 Irvine Center Drive, Irvine, CA 92618 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Managed Account Series | 100 Bellevue Parkway, Wilmington, DE 19809 | Filing Company (icoe) | 2019-12-31 ~ 2020-12-31 |
| Managed Account Series II | 100 Bellevue Parkway, Wilmington, DE 19809 | Filing Company (icoe) | 2019-12-31 ~ 2020-12-31 |
Please comment or provide details below to improve the information on Managed Portfolio Series.
| 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).