SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form N-14 - Registration statement for open-end investment company (business combinations):
SEC Accession No. 0000894189-23-007572
Filing Date
2023-10-10
Accepted
2023-10-10 16:47:19
Documents
22

Document Format Files

Seq Description Document Type Size
1 N-14 patientopportunitytrustn-1.htm N-14 1317385
2 EX-99.(6) FORM OF INVESTMENT ADVISORY AGREEMENT a6patientopptrustinvestmen.htm EX-99.(6) 81198
3 EX-99.(7) FORM OF DISTRIBUTION AGREEMENT a7amp-qddaxopenendxinitial.htm EX-99.(7) 267089
4 EX-99.(9)(A)(I) FORM OF CUSTODY AGREEMENT a9aiamp-custodyagreementx5.htm EX-99.(9)(A)(I) 182734
5 EX-99.(9)(A)(II) FORM OF EXHIBIT TO CUSTODY AGREEMENT a9aiiexforpatientcapital-a.htm EX-99.(9)(A)(II) 108173
6 EX-99.(10)(A) RULE 12B-1 PLAN a10aadvisormanagedportfoli.htm EX-99.(10)(A) 79175
7 EX-99.(10)(B) RULE 18F-3 PLAN a10badvisormanagedportfoli.htm EX-99.(10)(B) 103577
8 EX-99.(11)(A) LEGAL OPINION a11aamp-legalopinionforpat.htm EX-99.(11)(A) 14963
9 EX-99.(11)(B) a11bmlbconsenttouseofnamei.htm EX-99.(11)(B) 5168
10 EX-99.(12) FORM OF TAX OPINION a12formofshelltaxopinionpa.htm EX-99.(12) 25535
11 EX-99.(13)(A)(I) FORM OF FUND SERVICING AGREEMENT a13a1amp-fundservicesagree.htm EX-99.(13)(A)(I) 264753
12 EX-99.(13)(A)(II) FORM OF EXHIBIT TO FUND SERVICING AGREEMENT a13aiiexforpatientcapital-.htm EX-99.(13)(A)(II) 235583
13 EX-99.(13)(B) FORM OF OPERATING EXPENSES LIMITATION AGREEMENT a13bpatientcapitalfundoper.htm EX-99.(13)(B) 26068
14 EX-99.(14) AUDITOR CONSENT a14n14bbdconsentforpot.htm EX-99.(14) 2517
15 EX-99.(16)(A) POA a16apatientopptrustn-14poa.htm EX-99.(16)(A) 10375
16 EX-99.(16)(B) POA FOR RUSSELL EMERY a16bpowerofattorney-emeryx.htm EX-99.(16)(B) 6244
18 chart-7368b16b6acd41909e7.jpg GRAPHIC 74624
19 image_0a.jpg GRAPHIC 8825
20 image_1a.jpg GRAPHIC 2287
21 image_2a.jpg GRAPHIC 2180
22 pcmlogoa.jpg GRAPHIC 30884
23 picture2.jpg GRAPHIC 3283
  Complete submission text file 0000894189-23-007572.txt   2903588

Series and Classes/Contracts Information:

Merger
  Status Name Ticker Symbol
CIK 0001970751 acquiring    
Series S000082973   Patient Opportunity Trust
Class/Contract C000246405   Class R
CIK 0001261788 target    
Series S000055730   Patient Opportunity Trust
Class/Contract C000175522   Class R LMORX
CIK 0001970751 acquiring    
Series S000082973   Patient Opportunity Trust
Class/Contract C000246406   Class FI
CIK 0001261788 target    
Series S000055730   Patient Opportunity Trust
Class/Contract C000175521   Class FI LMOFX
CIK 0001970751 acquiring    
Series S000082973   Patient Opportunity Trust
Class/Contract C000246407   Class A
CIK 0001261788 target    
Series S000055730   Patient Opportunity Trust
Class/Contract C000175519   Class A LGOAX
CIK 0001970751 acquiring    
Series S000082973   Patient Opportunity Trust
Class/Contract C000246408   Class I
CIK 0001261788 target    
Series S000055730   Patient Opportunity Trust
Class/Contract C000175523   Class I LMNOX
CIK 0001970751 acquiring    
Series S000082973   Patient Opportunity Trust
Class/Contract C000246409   Class C
CIK 0001261788 target    
Series S000055730   Patient Opportunity Trust
Class/Contract C000175520   Class C LMOPX
CIK 0001970751 acquiring    
Series S000082973   Patient Opportunity Trust
Class/Contract C000246410   Class IS
CIK 0001261788 target    
Series S000055730   Patient Opportunity Trust
Class/Contract C000175524   Class IS MVISX
Mailing Address 615 EAST MICHIGAN STREET MILWAUKEE WI 53202
Business Address 615 EAST MICHIGAN STREET MILWAUKEE WI 53202 (626) 914-7385
Advisor Managed Portfolios (Filer) CIK: 0001970751 (see all company filings)

IRS No.: 000000000 | State of Incorp.: DE | Fiscal Year End: 1231
Type: N-14 | Act: 33 | File No.: 333-274922 | Film No.: 231318485