CONTRACTAPPROVED

Fenton Primary Center District Awards $4,500,000 Investment Management Contract to Cathay Wealth (January 2022)

Disclosed value: $4,500,000; From meeting minutes
Approved: Jan 27, 2022

What it covers

The board approved moving $4,500,000 from Fenton Avenue Charter School, Fenton Primary Center, and Santa Monica Boulevard Community Charter School into the FCPS investment account with Cathay Wealth Management.

Who holds it

Cathay Wealth holds this investment management contract with Fenton Primary Center District. Its other public contracts on record include work for Fenton Charter Leadership Academy District and Santa Monica Boulevard Community Charter District.

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Contract details

Contract type: Investment Management
Amount: $4,500,000
Document date: January 27, 2022
Term: NA
Vendor: Cathay Wealth
Agency: Fenton Primary Center District
Source document: fenton-primary-center-district-meeting-minutes-2022-01-27_163.pdf (Meeting Minutes)

Cathay Wealth's other public contracts

Fenton Charter Leadership Academy District, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5M Santa Monica Boulevard Community Charter District, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5M Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5M Fenton Avenue Charter District, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5M Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST, CaliforniaInvestment account for Fenton schools at Cathay approved · Dec 12, 2017Undisclosed All Cathay Wealth contractsVendor profile

More Fenton Primary Center District contracts

Deveau Burr GroupDeveau Burr Group's Community Engagement Scope Approved · Jul 17, 2025Undisclosed Deveau Burr GroupDeveau Burr Group approved for community engagement services · Jul 17, 2025Undisclosed SCOOTScoot Provides Staffing Support to Fenton Schools · Oct 24, 2024Undisclosed SCOOTScoot utilized for substitute teacher and TA staffing · Oct 24, 2024Undisclosed Think TogetherThink Together wins $538K Additional Classes contract · Aug 8, 2024$538.6K All Fenton Primary Center District activityAgency profile

Questions about this contract

Who was awarded the investment management contract by Fenton Primary Center District?

Cathay Wealth was awarded this investment management contract by Fenton Primary Center District, as recorded on January 27, 2022. The contract value is $4,500,000.

How much is the Cathay Wealth contract with Fenton Primary Center District worth?

The Cathay Wealth contract with Fenton Primary Center District is valued at $4,500,000, covering investment management work.

What type of contract is this?

This is a Investment Management contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in fenton-primary-center-district-meeting-minutes-2022-01-27_163.pdf (Meeting Minutes), dated January 27, 2022 from Fenton Primary Center District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Cathay Wealth hold?

Cathay Wealth 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 Fenton Primary Center District currently buying?

Explore Fenton Primary Center District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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