Cuny System Office Awards $518,363 Investment Advisory Services Contract to Captrust Financial (February 2023)
Cuny System OfficeHigher Ed · New York, NY- Disclosed value
- $518,363
- From meeting minutes
- Approved
- Feb 15, 2023
- Term
- 5 years
The 30-second brief
CapFinancial Partners, LLC d/b/a CAPTRUST Financial Advisors has been selected to provide investment advisory services to the City University of New York (CUNY) for its retirement plans. The contract, not to exceed $518,363 over five years, aims to fulfill the university's fiduciary obligation to participants of the ORP and TDA Plans.
Captrust Financial holds this investment advisory services contract with Cuny System Office. Its other public contracts on record include work for Sweeny Community Hospital and Town of Middlebury.
Term as filed: 5 years.
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Contract details
- Contract type
- Investment Advisory Services
- Amount
- $518,363
- Document date
- February 15, 2023
- Term
- 5 years
- Vendor
- Captrust Financial
- Agency
- Cuny System Office
- Source document
- cuny-system-officemeeting-minutes2023-02-15_8d1.pdf (Meeting Minutes)
Captrust Financial's other public contracts
More Cuny System Office contracts
Questions about this contract
Who was awarded the investment advisory services contract by Cuny System Office?
Captrust Financial was awarded this investment advisory services contract by Cuny System Office, as recorded on February 15, 2023. The contract value is $518,363.
How much is the Captrust Financial contract with Cuny System Office worth?
The Captrust Financial contract with Cuny System Office is valued at $518,363, covering investment advisory services work.
What type of contract is this?
This is a Investment Advisory Services contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in cuny-system-officemeeting-minutes2023-02-15_8d1.pdf (Meeting Minutes), dated February 15, 2023 from Cuny System Office. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Captrust Financial hold?
Captrust Financial 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 Cuny System Office currently buying?
Explore Cuny System Office's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.