FINANCIAL_SERVICESONGOING

District investment portfolio managed by Osborne Partners

The District accepted a Q4 portfolio report from Osborne Partners Capital Management, LLC, reflecting ongoing management and review of District investments.

Document date · February 26, 2026

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Portfolio report Q4, reviewed quarterly
Renewal
Ongoing investment management with quarterly reports; no renewal specified.
Document type
Minutes
Source document
Carmel Area Wastewater District Regular Board Meeting Minutes February 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Carmel Area Wastewater District?

Osborne Partners Capital Management Llc was awarded this financial services contract by Carmel Area Wastewater District, as recorded on February 26, 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 Carmel Area Wastewater District Regular Board Meeting Minutes February 2026 (Minutes), dated February 26, 2026 from Carmel Area Wastewater District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Osborne Partners Capital Management Llc hold?

Osborne Partners Capital Management Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Osborne Partners Capital Management Llc's profile

What is Carmel Area Wastewater District currently buying?

Explore Carmel Area Wastewater District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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