UNIFIED SERIES TRUST - FI INSTITUTIONAL GROUP ESG STOCK FUND FOR RETIREMENT PLANS

LEI: 549300FUTCO7NPFWEH14

Entity

Legal Name

Language Code

Other Entity Names

Other Entity Name 1

Name

FISHER INVESTMENTS INSTITUTIONAL GROUP ESG STOCK FUND FOR RETIREMENT PLANS

Type

PREVIOUS_LEGAL_NAME

Language Code

Legal Address (English)

C/O CT CORPORATION SYSTEM 4400 EASTON COMMONS WAY SUITE 125 COLUMBUS, Ohio (US-OH), 43219 UNITED STATES

Headquarters Address (English)

C/O FISHER ASSET MANAGEMENT, LLC 6500 INTERNATIONAL PARKWAY PLANO, Texas (US-TX), 75093 UNITED STATES

Legal Jurisdiction Country

UNITED STATES (US)

Registration Authority

Registration Authority ID

Securities and Exchange Commission (RA000665)

Registration Authority Entity ID

S000066751

Entity Legal Form Code

Other (8888)

Other Legal Form

FUND

Entity Category

FUND

Entity Status

ACTIVE

Entity Creation Date

2016-12-31 00:00:00

Legal Entity Events

Legal Entity Event 1

Event Type

CHANGE_LEGAL_NAME

Effective Date

2025-05-01 00:00:00

Recorded Date

2025-05-02 17:24:48

Validation Documents

REGULATORY_FILING

Event Status

COMPLETED

Relationships

Direct Parent

Parent Information Not Provided

Non-Disclosure Reason 1

Reason

NON_CONSOLIDATING

Ultimate Parent

Ultimate Parent Same As Direct Parent

Managing Fund Parent

Parent LEI

549300YOG7L5RIDRN993

Relationship Periods

Relationship Period 1

Start Date

2023-09-27 00:00:00

Period Type

RELATIONSHIP_PERIOD

Relationship Status

ACTIVE

Relationship Registration

Initial Registration Date

2023-09-27 11:37:23

Last Update Date

2025-05-12 09:34:56

Registration Status

PUBLISHED

Validation Sources

FULLY_CORROBORATED

Validation Documents

SUPPORTING_DOCUMENTS

Umbrella Fund Parent

Parent LEI

549300NFHRL589EP7U13

Relationship Periods

Relationship Period 1

Start Date

2023-09-27 00:00:00

Period Type

RELATIONSHIP_PERIOD

Relationship Status

ACTIVE

Relationship Registration

Initial Registration Date

2018-03-28 21:30:00

Last Update Date

2025-05-12 09:34:56

Registration Status

PUBLISHED

Validation Sources

FULLY_CORROBORATED

Validation Documents

SUPPORTING_DOCUMENTS

Registration

Initial Registration Date

2019-08-06 14:32:00

Last Update Date

2025-05-12 09:34:56

Next Renewal Date

2026-05-27 16:43:34

Registration Status

ISSUED

Managing LOU

5493001KJTIIGC8Y1R12

Validation Sources

FULLY_CORROBORATED

Validation Authority

Validation Authority ID

Securities and Exchange Commission (RA000665)

Validation Authority Entity ID

S000066751