Lord Asset Management Trust (Credential# 1770768) 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.
Lord Asset Management Trust is licensed with the Department of Consumer Protection of Connecticut. The credential number is #ICOE.0209098. 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 Us Bancorp Fund Services, LLC, Milwaukee, WI 53202. The current status is active.
| Licensee Name | Lord Asset Management Trust |
| Business Name | Lord Asset Management Trust |
| Credential ID | 1770768 |
| Credential Number | ICOE.0209098 |
| Credential Type | Investment Company - Open End |
| Business Address |
C/o Us Bancorp 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 | 2019-12-16 |
| ID | Credential Code | Credential Type | Issue | Term | Status |
|---|---|---|---|---|---|
| 1770767 | ICOE.1011257 | Investment Company - Open End | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1759227 | FILE.1065015 | Filing Company (ICOE) | 2019-12-31 - 2020-12-31 | ACTIVE | |
| 1770769 | ICOE.1065015 | Investment Company - Open End | 2019-12-31 - 2020-05-08 | INACTIVE |
| Street Address | C/O US BANCORP FUND SERVICES, LLC |
| City | MILWAUKEE |
| State | WI |
| Zip Code | 53202 |
| Licensee Name | Office Address | Credential | Effective / Expiration |
|---|---|---|---|
| Ellington Income Opportunities Fund | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Other | 2020-06-10 ~ 2021-06-10 |
| Stone Ridge Trust IIi | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Other | 2020-04-07 ~ 2021-04-07 |
| Trust for Professional Managers | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2020-06-22 ~ 2020-12-31 |
| Rbb Fund, Inc. (the) | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2020-06-09 ~ 2020-12-31 |
| Frontier Funds, Inc. | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2020-04-07 ~ 2020-12-31 |
| Calamos Investment Trust | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Amg Funds I | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Amg Funds IIi | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Amg Funds II | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Usa Mutuals | C/o Us Bancorp Fund Services, LLC, 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 |
| 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 |
| 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 |
| 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 |
|---|---|---|---|
| Fenimore Asset Management Trust | 384 North Grand Street, Cobleskill, NY 12043 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Legg Mason Global Asset Management Trust | 100 International Drive, Baltimore, MD 21202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Virtus Asset Trust | 101 Munson Street, Greenfield, MA 01301 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Lord Abbett Investment Trust | 90 Hudson Street, Jersey City, NJ 07302-3973 | 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 |
| Asset Management Fund | 690 Taylor Road, Gahanna, OH 43230 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Deutsche Dws Asset Allocation Trust | 222 South Riverside Plaza, Chicago, IL 60606 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Lord Abbett Securities Trust | 90 Hudson Street, Jersey City, NJ 07302-3973 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Invesco Management Trust | 11 Greenway Plaza, Houston, TX 77046 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
| Hillman Capital Management Investment Trust | 116 South Franklin Street, Rocky Mount, NC 27802 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Please comment or provide details below to improve the information on Lord Asset Management Trust.
| 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).