County Uses Principal Custody Solutions for Investment Custody

The County of Marin continues to use Principal Custody Solutions as its independent third-party custodian to provide investment custody and valuation services for all securities in the Treasurer’s Investment Pool, including those reported as of May 31, 2026. Fair market values in the monthly report are based on valuations supplied by this firm.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

StaffReport

Source document

County of Marin StaffReport Treasurer’s Investment Pool Report for May 2026 2026-07-14

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by HOUSING AUTHORITY OF county OF MARIN?

Principal Custody Solutions was awarded this financial services contract by HOUSING AUTHORITY OF county OF MARIN, as recorded on July 12, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in County of Marin StaffReport Treasurer’s Investment Pool Report for May 2026 2026-07-14 (StaffReport), dated July 12, 2026 from HOUSING AUTHORITY OF county OF MARIN. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Principal Custody Solutions hold?

Principal Custody Solutions 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 HOUSING AUTHORITY OF county OF MARIN currently buying?

Explore HOUSING AUTHORITY OF county OF MARIN's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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