CONTRACTAPPROVED

Cuny Queens College Awards $518,363 Investment Advisory Services Contract to Captrust Financial (February 2023)

Disclosed value: $518,363; From meeting minutes
Approved: Feb 15, 2023
Term: 5 years

What it covers

CapFinancial Partners, LLC d/b/a CAPTRUST Financial Advisors has been selected to provide investment advisory services for retirement plans. The contract is for a period of five (5) years, with a total expenditure not to exceed $518,363.

Who holds it

Captrust Financial holds this investment advisory services contract with Cuny Queens College. Its other public contracts on record include work for Sweeny Community Hospital and Town of Middlebury.

What happens next

Term as filed: 5 years.

See who signed off on this $518.4K contract.

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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 Queens College
Source document: cuny-queens-collegemeeting-minutes2023-02-15_0f6.pdf (Meeting Minutes)

Captrust Financial's other public contracts

Sweeny Community Hospital, TexasCaptrust Financial Advisors Delivers Quarterly Report · Aug 26, 2025Undisclosed Town of Middlebury, IndianaCaptrust Financial retirement management services contract · Jun 16, 2025Undisclosed Town of Middlebury, IndianaPotential Agreement with Captrust Financial · Jun 16, 2025Undisclosed Town of Middlebury town, IndianaCaptrust Financial retirement management contract approved · Jun 16, 2025Undisclosed Town of Whiskey Run, IndianaCaptrust Financial retirement management contract approved · Jun 16, 2025Undisclosed All Captrust Financial contractsVendor profile

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Questions about this contract

Who was awarded the investment advisory services contract by Cuny Queens College?

Captrust Financial was awarded this investment advisory services contract by Cuny Queens College, as recorded on February 15, 2023. The contract value is $518,363.

How much is the Captrust Financial contract with Cuny Queens College worth?

The Captrust Financial contract with Cuny Queens College 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-queens-collegemeeting-minutes2023-02-15_0f6.pdf (Meeting Minutes), dated February 15, 2023 from Cuny Queens College. 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 Queens College currently buying?

Explore Cuny Queens College's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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