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CATA Extends Fiduciary Services Contract With SageView

Centre Area Transportation Authority logoCentre Area Transportation Authority
Document date
Apr 15, 2024

The 30-second brief

What it covers

The Centre Area Transportation Authority board approved exercising three one-year option periods on its existing contract with SageView Advisory Group, LLC for discretionary fiduciary management services. The Executive Director is authorized to implement the extensions to continue investment and fiduciary oversight without interruption.

Who holds it

Sageview Advisory Group LLC holds this financial services contract with Centre Area Transportation Authority. Its other public contracts on record include work for San Diego Co Water Authority and City of Goleta.

What happens next

Term as filed: Three individual one-year option periods following the current term.

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Contract details

Contract type
Financial Services
Document date
April 15, 2024
Term
Three individual one-year option periods following the current term
Vendor
Sageview Advisory Group LLC
Agency
Centre Area Transportation Authority
Source document
Centre Area Transportation Authority Board Meeting Minutes April 2024 (Minutes)

Sageview Advisory Group LLC's other public contracts

San Diego Co Water Authority, CaliforniaWater Authority Recommends SageView Contract Amendment · Oct 19, 2026San Diego Co Water Authority, CaliforniaWater Authority Considers SageView Investment Consulting Extension · Oct 19, 2026San Diego Co Water Authority, CaliforniaBoard Considers SageView Investment Consulting Extension · Oct 19, 2026City of Goleta, CaliforniaSageView Advisory Group To Advise City Retirement Plans · May 5, 2026City of Goleta, CaliforniaSageView Advisory Approved for Goleta Fiduciary Services · May 5, 2026All Sageview Advisory Group LLC contractsVendor profile

More Centre Area Transportation Authority contracts

Hsa BankCATA Retains HSA Bank Account Administrator · Oct 19, 2026UndisclosedAperture ConsultingAperture Consulting Supports CATA Insurance Renewal · Oct 19, 2026UndisclosedCentre County TransportationCATA Explores Expanded MATP Contract With County · Oct 19, 2026UndisclosedGUARDIANCATA Recommends Guardian Dental Vision Renewal · Oct 19, 2026UndisclosedDave VicCATA Retains Dave VIC Benefits Account Administrator · Oct 19, 2026UndisclosedAll Centre Area Transportation Authority activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Centre Area Transportation Authority?

Sageview Advisory Group LLC was awarded this financial services contract by Centre Area Transportation Authority, as recorded on April 15, 2024.

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 Centre Area Transportation Authority Board Meeting Minutes April 2024 (Minutes), dated April 15, 2024 from Centre Area Transportation Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Sageview Advisory Group LLC hold?

Sageview Advisory Group 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.

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What is Centre Area Transportation Authority currently buying?

Explore Centre Area Transportation Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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