Matrix Advisors Funds Trust (Credential# 1770962) 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.
Matrix Advisors Funds Trust is licensed with the Department of Consumer Protection of Connecticut. The credential number is #ICOE.1094982. 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 C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53202. The current status is active.
| Licensee Name | Matrix Advisors Funds Trust |
| Business Name | Matrix Advisors Funds Trust |
| Credential ID | 1770962 |
| Credential Number | ICOE.1094982 |
| Credential Type | Investment Company - Open End |
| Business Address |
C/o Usbancorp Fund Services, LLC Milwaukee WI 53202 |
| Business Type | BUSINESS |
| Status | ACTIVE - ACTIVE |
| Active | 1 |
| Effective Date | 2019-12-31 |
| Expiration Date | 2020-12-31 |
| Refresh Date | 2019-12-24 |
| ID | Credential Code | Credential Type | Issue | Term | Status |
|---|---|---|---|---|---|
| 1759218 | FILE.1094982 | Filing Company (ICOE) | 2019-12-31 - 2020-12-31 | ACTIVE |
| Street Address | c/o USBancorp Fund Services, LLC |
| City | Milwaukee |
| State | WI |
| Zip Code | 53202 |
| Licensee Name | Office Address | Credential | Effective / Expiration |
|---|---|---|---|
| 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 |
| Tortoise Tax -advantaged Social Infrastructure Fund, Inc. | C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Other | 2020-03-27 ~ 2021-03-27 |
| North Square Investments Trust | C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2020-02-24 ~ 2020-12-31 |
| Savos Investments Trust | C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53202 | Filing Company (icoe) | 2019-12-31 ~ 2020-12-31 |
| Bridge Builder Trust | C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53201 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Westchester Capital Funds | C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Wintergreen Fund, Inc. | C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2018-12-31 ~ 2019-06-13 |
| 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 |
| North Square Investments Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| 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 |
| 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 |
|---|---|---|---|
| Matrix Advisors Value Fund Inc. | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Cm Advisors Family of Funds | 225 Pictoria Drive, Cincinnati, OH 45246 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Sa Funds - Investment Trust | 10 Almaden Boulevard, San Jose, CA 95113 | Investment Company - Open End | 2018-12-31 ~ 2019-12-31 |
| Rbc Funds Trust | 50 South Sixth Street, Minneapolis, MN 55402 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Ofi Funds Trust | 6803 South Tucson Way, Denver, CO 80217 | Investment Company - Open End | 2018-12-31 ~ 2019-05-24 |
| Cg Funds Trust | 615 E Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2018-12-31 ~ 2019-10-30 |
| Advisors Series Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Advisors Preferred Trust | 17605 Wright St, Omaha, NE 68130-2033 | Investment Company - Open End | 2020-06-19 ~ 2020-12-31 |
| Clipper Funds Trust | 2949 East Elvira Road, Tucson, AZ 85706 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| World Funds Trust | 8730 Stony Point Parkway, Richmond, VA 23235 | 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).