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Marquette Associates manages CSUMB Foundation investments

California State University-Monterey Bay logoCalifornia State University-Monterey Bay
Disclosed value
$417B+
From agenda
Document date
Dec 13, 2024

The 30-second brief

What it covers

Marquette Associates provides investment consulting services to the CSUMB Foundation, managing and overseeing OCIO portfolios, advising on asset allocation, and ensuring compliance with investment performance standards.

Who holds it

Marquette Associates Inc. holds this service contract with California State University-Monterey Bay. Its other public contracts on record include work for Town of South Newton and City of Allentown.

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Contract details

Contract type
Service
Amount
$417B+
Document date
December 13, 2024
Term
NA
Vendor
Marquette Associates Inc.
Agency
California State University-Monterey Bay
Source document
california-state-university-monterey-bay-agenda-2024-12-13_985.pdf (Agenda)

Marquette Associates Inc.'s other public contracts

Town of South Newton, PennsylvaniaMarquette Associates investment consulting and OCIO fee agreement pending approval · Dec 2, 2025UndisclosedCity of Allentown, PennsylvaniaMarquette Associates update on investments · Nov 18, 2025UndisclosedLancaster County, PennsylvaniaMarquette Associates delivers performance report to board · Nov 14, 2025UndisclosedBorough of Vanderbilt, PennsylvaniaMarquette Associates Advisory Fees Ratification · Nov 6, 2025$49.3KWest Dundee village, IllinoisPension Fund Investment Management · Nov 5, 2025UndisclosedAll Marquette Associates Inc. contractsVendor profile

More California State University-Monterey Bay contracts

UNIVERSITYCSUMB services to have a $46k cost allocation · Jun 7, 2024$46KUNIVERSITYUC to manage employee efforts for $198,205 · Jun 7, 2024$198.2KCcs Facility Services$120,000 campaign consultant from CCS · Jun 7, 2024$120KVerus AdvisoryInvestment Advisory Services contract to expire · Mar 8, 2024UndisclosedCampusworks Inc.Campus Works contracted to improve IT services · Mar 8, 2024UndisclosedAll California State University-Monterey Bay activityAgency profile

Questions about this contract

Who was awarded the service contract by California State University-Monterey Bay?

Marquette Associates Inc. was awarded this service contract by California State University-Monterey Bay, as recorded on December 13, 2024. The contract value is $417B+.

How much is the Marquette Associates Inc. contract with California State University-Monterey Bay worth?

The Marquette Associates Inc. contract with California State University-Monterey Bay is valued at $417B+, covering service work.

What type of contract is this?

This is a Service contract, documented as a agenda record.

Where was this contract approved?

This contract appears in california-state-university-monterey-bay-agenda-2024-12-13_985.pdf (Agenda), dated December 13, 2024 from California State University-Monterey Bay. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Marquette Associates Inc. hold?

Marquette Associates Inc. 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 California State University-Monterey Bay currently buying?

Explore California State University-Monterey Bay's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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