CONTRACTAPPROVED

City of Lenoir Awards Financial Services Contract to Public Trust Advisors LLC (August 2025)

Disclosed value: up to 15 basis points annually from investment property value; From minutes
Approved: Aug 26, 2025

What it covers

By joining North Carolina CLASS, the City of Lenoir will indirectly engage Public Trust Advisors LLC as investment advisor and administrator, paying up to 15 basis points annually on invested assets. Public Trust will manage investments and operations of the pool.

Who holds it

Public Trust Advisors LLC holds this financial services contract with City of Lenoir. Its other public contracts on record include work for Lee County School District and Contra Costa Transportation Authority.

See every contract and contact at City of Lenoir.

See every contract

Free account · 30-second setup · No credit card

Contract details

Contract type: Financial Services
Amount: up to 15 basis points annually from investment property value
Document date: August 26, 2025
Vendor: Public Trust Advisors LLC
Agency: City of Lenoir
Source document: city-of-lenoir-committee-of-the-whole-meeting-minutes-august-26-2025_448.pdf (Minutes)

Public Trust Advisors LLC's other public contracts

Lee County School District, FloridaLee County Recommends Public Trust Advisory Renewal · Oct 7, 2026 Contra Costa Transportation Authority, CaliforniaInvestment Advisor Listed in Quarterly Report · Sep 3, 2026Undisclosed College Of The Desert, California01 Desert Community College District Report Purchase Order Activity Report By District 2026-08-27 · Aug 27, 2026$400K City of Rochester Hills, MichiganRochester Hills Designates Public Trust Advisors · Aug 24, 2026Undisclosed Rockwall Independent School District, TexasPublic Trust Advisors LLC Approved for Training Services · Aug 17, 2026Undisclosed All Public Trust Advisors LLC contractsVendor profile

More City of Lenoir contracts

Town of Blowing RockLenoir Recommends Updated Sludge Agreement With Blowing Rock · Sep 15, 2026Undisclosed Gte Construction & RealtyLenoir Accepts GTE-Built Prince William Drive Extension · Sep 15, 2026Undisclosed G&m Structures LLCClock Tower Foundation Bid Recommended for G&M Structures · Sep 15, 2026$91.8K Midatlantic AssociatesMidAtlantic Associates Supporting Broyhill Brownfields Cleanup · Sep 15, 2026Undisclosed Gte Construction & RealtyLenoir Accepts GTE-Built Prince William Drive Extension · Sep 1, 2026Undisclosed All City of Lenoir activityAgency profile

Questions about this contract

Who was awarded the financial services contract by City of Lenoir?

Public Trust Advisors LLC was awarded this financial services contract by City of Lenoir, as recorded on August 26, 2025. The contract value is up to 15 basis points annually from investment property value.

How much is the Public Trust Advisors LLC contract with City of Lenoir worth?

The Public Trust Advisors LLC contract with City of Lenoir is valued at up to 15 basis points annually from investment property value, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in city-of-lenoir-committee-of-the-whole-meeting-minutes-august-26-2025_448.pdf (Minutes), dated August 26, 2025 from City of Lenoir. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

Show 2 more questions

What other contracts does Public Trust Advisors LLC hold?

Public Trust Advisors LLC 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 Lenoir currently buying?

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

Work in government? Get Civic IQ free →

More City of Lenoir contracts →Browse all agencies in North Carolina →