Opportunity Trust — new fund registration

Trust for Advised Portfolios registered fund series on Form 485APOS, filed 2023-02-23. Featured series: Opportunity Trust.

Registration

• Registrant / trust: Trust for Advised Portfolios
• CIK: 0001261788
• Form: 485APOS
• Filed: 2023-02-23
• State of incorporation: DE
• Accession: 0000894189-23-001381
• Reported net assets: $1.4B

Series & classes (6)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 1.53%
• Management fee: 0.77%
• Net expense ratio: 1.52%
• Other expenses: 0.51%

Investment objective

The Opportunity Trust (the Fund) seeks long term growth of capital.

Advisers

• Patient Capital Management, LLC (Advisor)

Other filings by this registrant (15)

• 485APOS — 2023-04-05 (2 new series)
• 485APOS — 2023-02-17
• 485APOS — 2023-01-30
• 485APOS — 2022-07-12 (2 new series)
• 485APOS — 2021-09-15 (2 new series)
• NT-NCSR — 2021-04-30
• 485APOS — 2021-04-02 (1 new series)
• NT NPORT-P — 2021-03-02
• NT NPORT-P — 2021-03-02
• NT NPORT-P — 2021-03-02
• 485APOS — 2021-02-05
• 485APOS — 2020-10-07 (2 new series)

More

• Registrant profile: Trust for Advised Portfolios
• This page as markdown (for LLM agents)
• Search all SEC filings, advisers and people on Adviser Search