Total Fund Solution - Cromwell Sustainable Balanced Fund

LEI: 529900YIGTXB1CWL3W20

Entity

Legal Name

Legal Name Language Code

Legal Address

c/o The Corporation Trust Company, Corporation Trust Center 1209 Orange Street Wilmington, Delaware (US-DE), 19801 UNITED STATES

Headquarters Address

c/o Cromwell Investment Advisors, LLC, c/o MATTHEW C. NELSON, 810 Gleneagles Court, Suite 106 Baltimore, Maryland (US-MD), 21286 UNITED STATES

Legal Jurisdiction Country

UNITED STATES (US)

Legal Jurisdiction Region

Delaware (US-DE)

Registration Authority

Registration Authority ID

Securities and Exchange Commission (RA000665)

Registration Authority Entity ID

S000082890

Entity Legal Form Code

Statutory Trust (4FSX)

Entity Category

FUND

Entity Status

ACTIVE

Entity Creation Date

2023-08-15 22:00:00

Legal Entity Events

Legal Entity Event 1

Event Type

CHANGE_HQ_ADDRESS

Effective Date

2024-10-08 22:00:00

Recorded Date

2024-10-09 15:54:21

Validation Documents

SUPPORTING_DOCUMENTS

Event Status

COMPLETED

Relationships

Direct Parent

Parent Information Not Provided

Non-Disclosure Reason 1

Reason

NON_CONSOLIDATING

Ultimate Parent

Parent Information Not Provided

Non-Disclosure Reason 1

Reason

NON_CONSOLIDATING

Umbrella Fund Parent

Parent LEI

549300CL4E1CB85QJL55

Relationship Periods

Relationship Period 1

Start Date

2023-08-15 22:00:00

Period Type

RELATIONSHIP_PERIOD

Relationship Status

ACTIVE

Relationship Registration

Initial Registration Date

2023-10-05 13:17:25

Last Update Date

2024-10-09 15:54:21

Registration Status

PUBLISHED

Validation Sources

FULLY_CORROBORATED

Validation Documents

ACCOUNTS_FILING

Registration

Initial Registration Date

2023-10-05 13:17:25

Last Update Date

2024-10-09 15:54:21

Next Renewal Date

2025-10-09 15:54:21

Registration Status

ISSUED

Managing LOU

5299000J2N45DDNE4Y28

Validation Sources

FULLY_CORROBORATED

Validation Authority

Validation Authority ID

Securities and Exchange Commission (RA000665)

Validation Authority Entity ID

S000082890