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City of Santa Rosa Awards $1,720,000 Investment Advisory Services Contract to Us Bancorp Asset Management (December 2024)

City of Santa Rosa logoCity of Santa Rosa
Disclosed value
$1,720,000
From minutes
Approved
Dec 10, 2024
Term
5 years

The 30-second brief

What it covers

Council approves $1.72 million amendment with U.S. Bancorp for investment advisory services.

Who holds it

Us Bancorp Asset Management holds this investment advisory services contract with City of Santa Rosa. Its other public contracts on record include work for City of Davis and Ocean Co Jdc.

What happens next

Term as filed: 5 years.

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Contract details

Contract type
Investment Advisory Services
Amount
$1,720,000
Document date
December 10, 2024
Term
5 years
Vendor
Us Bancorp Asset Management
Agency
City of Santa Rosa
Source document
city_council_regular_meeting_minutes_final_dec_10.pdf (Minutes)

Us Bancorp Asset Management's other public contracts

City of Davis, CaliforniaInvestment Services Contract Amended · Jun 16, 2026UndisclosedOcean Co Jdc, New JerseyUS Bancorp with arbitrage rebate service contract · Jul 2, 2025$50KOcean County, New JerseyU.S Bancorp wins arbitrage rebate contract · Jul 2, 2025$50KCity of Miami, FloridaInvestment advisory purchase consideration for Miami City · May 22, 2025UndisclosedCity of Kissimmee, FloridaU.S. Bancorp contract extended for advisory services · May 20, 2025UndisclosedAll Us Bancorp Asset Management contractsVendor profile

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Questions about this contract

Who was awarded the investment advisory services contract by City of Santa Rosa?

Us Bancorp Asset Management was awarded this investment advisory services contract by City of Santa Rosa, as recorded on December 10, 2024. The contract value is $1,720,000.

How much is the Us Bancorp Asset Management contract with City of Santa Rosa worth?

The Us Bancorp Asset Management contract with City of Santa Rosa is valued at $1,720,000, covering investment advisory services work.

What type of contract is this?

This is a Investment Advisory Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in city_council_regular_meeting_minutes_final_dec_10.pdf (Minutes), dated December 10, 2024 from City of Santa Rosa. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Us Bancorp Asset Management hold?

Us Bancorp Asset Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is City of Santa Rosa currently buying?

Explore City of Santa Rosa's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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