This dataset includes 1.41 million licenses issued wtih Connecticut Department of Consumer Protection (TDLR).
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 |
Investment Managers Series Trust II | 235 W Galena St, Milwaukee, WI 53212-3948 | Investment Company - Open End | 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 |
Sprott Funds Trust | 615 E Michigan St, Milwaukee, WI 53202-5210 | Investment Company - Open End | 2020-01-21 ~ 2020-12-31 |
Ariel Investment Trust | C/o Us Bancorp Funds Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Fmi Funds, Inc. | 615 E. Michigan Street, Lc-2, Milwaukee, WI 53202 | Investment Company - Open End | 2020-01-02 ~ 2020-12-31 |
Provident Mutual Funds, Inc. | 225 East Mason Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Evermore Funds Trust | C/o U.S. Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Heartland Group, Inc. | 789 North Water Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Bmo Funds, Inc. | 111 East Kilbourn Avenue, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Perritt Funds, Inc. | 615 E Michigan Street, Lc-2, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Permanent Portfolio Family of Funds, Inc. | 700 W. Apple Tree Rd., Milwaukee, WI 53217 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Nicholas Limited Edition, Inc. | 100 E. Wisconsin Ave., Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Nicholas High Income Fund, Inc. | 100 East Wisconsin Avenue, Milwaukee, MI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Aegis Funds (the) | 615 E. Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Ironbridge Funds, Inc. | 615 E. Michigan St., Lc-2, Milwaukee, WI 53202 | Investment Company - Open End | 2018-12-31 ~ 2019-06-22 |
Broadview Funds Trust | 330 East Kilbourn Avenue, Suite 1475, Milwaukee, WI 53202 | Investment Company - Open End | 2018-12-31 ~ 2019-08-31 |
Trust for Professional Managers | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2020-06-22 ~ 2020-12-31 |
Investment Managers Series Trust | 235 West Galena Street, Milwaukee, WI 53212 | Investment Company - Open End | 2020-06-17 ~ 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 |
Stone Ridge Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2020-04-30 ~ 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 |
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 |
Calamos Investment Trust | C/o Us Bancorp Fund Services, LLC, 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 |
North Square Investments Trust | C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2020-02-24 ~ 2020-12-31 |
Cushing Mutual Funds Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2020-02-03 ~ 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 |
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 |
Usa Mutuals | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Monetta Trust | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Primecap Odyssey Funds | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 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 |
Wisconsin Capital Funds, Inc. | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 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 |
Direxion Funds | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Hennessy Funds Trust | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53201 | 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 |
Brown Advisory Funds | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Lkcm Funds | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Manager Directed Portfolios | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Allied Asset Advisors Fund | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Leuthold Funds, Inc. | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
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 |
Tocqueville Trust (the) | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Maingate Trust | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Merger Fund (the) | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Jensen Portfolio, Inc. (the) | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | 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 |
Matrix Advisors Funds Trust | C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Gps Funds II | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Advisors Series Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Buffalo Funds | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Goodhaven Fund | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Gps Funds I | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Kinetics Mutual Funds, Inc. | C/o Us Bancorp Fund Services, LLC, 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 |
Lord Asset Management Trust | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Nicholas II, Inc. | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Nicholas Fund, Inc. | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Nicholas Equity Income Fund, Inc. | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
First American Funds, Inc. | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Brandes Investment Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Carillon Series Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Prospector Funds, Inc. | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Trust for Advised Portfolios | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Locorr Investment Trust | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Mairs and Power Funds Trust | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Reynolds Funds, Inc. | 225 East Mason Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Jacob Funds Inc. | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Fundx Investment Trust | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Eip Investment Trust | C/o Us Bancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-12-31 |
Steben Alternative Investment Funds | 615 East Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2019-12-31 ~ 2020-01-24 |
Cg Funds Trust | 615 E Michigan Street, Milwaukee, WI 53202 | Investment Company - Open End | 2018-12-31 ~ 2019-10-30 |
Wintergreen Fund, Inc. | C/o Usbancorp Fund Services, LLC, Milwaukee, WI 53202 | Investment Company - Open End | 2018-12-31 ~ 2019-06-13 |