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Santa Monica Boulevard Community Charter District Awards $4,500,000 Investment Management Contract to Cathay Wealth (January 2022)

Santa Monica Boulevard Community Charter District logoSanta Monica Boulevard Community Charter District
Disclosed value
$4,500,000
From meeting minutes
Approved
Jan 27, 2022

The 30-second brief

What it covers

Fenton Charter Public Schools approves moving $4.5 million in reserve cash to Cathay Wealth Management for investment purposes, enhancing financial strategy.

Who holds it

Cathay Wealth holds this investment management contract with Santa Monica Boulevard Community Charter District. Its other public contracts on record include work for Fenton Charter Leadership Academy District and Fenton Primary Center 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
Santa Monica Boulevard Community Charter District
Source document
santa-monica-boulevard-community-charter-district-meeting-minutes-2022-01-27_d4b.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$4.5MFenton Primary Center District, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5MFenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5MFenton Avenue Charter District, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5MFenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST, CaliforniaInvestment account for Fenton schools at Cathay approved · Dec 12, 2017UndisclosedAll Cathay Wealth contractsVendor profile

More Santa Monica Boulevard Community Charter District contracts

Frisian Builders IncParking Structure Waterproofing Contract Approved · Apr 16, 2026$153.8KChristy White IncThree-Year Audit Services Awarded to Christy White · Apr 16, 2026UndisclosedSchool Nutrition PlusFirst Extension of Food Service Contract on Agenda · Apr 16, 2026UndisclosedCurriculum AssociatesBoard To Consider i-Ready Contracts Approval · Apr 16, 2026UndisclosedBuilding Equity Aspiration Resilience IncExpanded Learning Arts Contract Approved for FPC · Apr 16, 2026$61.3KAll Santa Monica Boulevard Community Charter District activityAgency profile

Questions about this contract

Who was awarded the investment management contract by Santa Monica Boulevard Community Charter District?

Cathay Wealth was awarded this investment management contract by Santa Monica Boulevard Community Charter District, as recorded on January 27, 2022. The contract value is $4,500,000.

How much is the Cathay Wealth contract with Santa Monica Boulevard Community Charter District worth?

The Cathay Wealth contract with Santa Monica Boulevard Community Charter 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 santa-monica-boulevard-community-charter-district-meeting-minutes-2022-01-27_d4b.pdf (Meeting Minutes), dated January 27, 2022 from Santa Monica Boulevard Community Charter 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 Santa Monica Boulevard Community Charter District currently buying?

Explore Santa Monica Boulevard Community Charter District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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