Public Trust Advisors Manages NC CLASS Investment Pool
City of LenoirCity · Lenoir, NC- Document date
- Sep 2, 2025
The 30-second brief
Public Trust Advisors, LLC serves as the investment advisor and administrator for the North Carolina CLASS pool that will invest Lenoir's idle funds. The firm manages the pool's portfolio and daily operations under the Board's oversight.
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.
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Contract details
- Contract type
- Financial Services
- Document date
- September 2, 2025
- Agency
- City of Lenoir
- Source document
- city-of-lenoir-city-council-meeting-agenda-september-2-2025_56c.pdf (Agenda)
Public Trust Advisors LLC's other public contracts
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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 September 2, 2025.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in city-of-lenoir-city-council-meeting-agenda-september-2-2025_56c.pdf (Agenda), dated September 2, 2025 from City of Lenoir. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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.
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