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Graystone Reviews Foundation Pooled Endowment Portfolio

Sonoma State University logoSonoma State University
Document date
Mar 3, 2026

The 30-second brief

What it covers

Graystone Consulting reported on Sonoma State University Foundation’s pooled endowment investments, providing a quarterly performance review and market outlook, reflecting its ongoing role as investment advisor. The committee heard updates on equity, fixed income, and private equity performance as of December 31, 2025.

Who holds it

Graystone Consulting holds this financial services contract with Sonoma State University. Its other public contracts on record include work for City of New Smyrna Beach - Purchasing Department and City of St. Pete Beach.

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Contract details

Contract type
Financial Services
Document date
March 3, 2026
Vendor
Graystone Consulting
Agency
Sonoma State University
Source document
Sonoma State University Foundation Investment Committee Minutes 2026-03-03 (Minutes)

Graystone Consulting's other public contracts

City of New Smyrna Beach - Purchasing Department, FloridaGraystone Consulting to Present Pension Investment Report · Oct 25, 2026UndisclosedCity of St. Pete Beach, FloridaGraystone Consulting to Present Retirement Investment Report · Oct 22, 2026UndisclosedCity of Center Line, MichiganRetirement Commission Receives Graystone Investment Update · Oct 13, 2026UndisclosedCity of St. Pete Beach, FloridaBoard to Review Graystone Investment Consultant Report · Sep 28, 2026UndisclosedCity of Naples, FloridaPension Boards Schedule Graystone Investment Presentation · Sep 18, 2026UndisclosedAll Graystone Consulting contractsVendor profile

More Sonoma State University contracts

AORMABoard Confirms Participation in AORMA Insurance Program · Jun 12, 2026UndisclosedGRAYSTONEFoundation Reviews Graystone Investment Performance Report · Jun 12, 2026UndisclosedGraystone ConsultingGraystone Consulting Advises SSU Foundation Endowment · May 6, 2026UndisclosedGraystone ConsultingGraystone Consulting briefs SSU Foundation on endowment · May 2, 2026UndisclosedAsf Ix InfrastructureCommittee Backs ASF IX Infrastructure Commitment · Mar 3, 2026All Sonoma State University activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Sonoma State University?

Graystone Consulting was awarded this financial services contract by Sonoma State University, as recorded on March 3, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Sonoma State University Foundation Investment Committee Minutes 2026-03-03 (Minutes), dated March 3, 2026 from Sonoma State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Graystone Consulting hold?

Graystone Consulting 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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