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NYCLASS Relies on Public Trust Advisors as Investment Advisor

Broadalbin-Perth Central School District logoBroadalbin-Perth Central School District
Document date
Jan 1, 2026

The 30-second brief

What it covers

NYCLASS engages Public Trust Advisors, LLC as its investment advisor to manage the cooperative’s portfolio, including collateral conversions and investment selections in line with state law and NYCLASS policy. The advisory relationship underpins daily investment operations for participating entities.

Who holds it

Public Trust Advisors LLC holds this financial services contract with Broadalbin-Perth Central School District. Its other public contracts on record include work for Lee County School District and Contra Costa Transportation Authority.

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Contract details

Contract type
Financial Services
Document date
January 1, 2026
Vendor
Public Trust Advisors LLC
Agency
Broadalbin-Perth Central School District
Source document
NYCLASS Special Report NYCLASS Collateral 2026-01-01 (Report)

Public Trust Advisors LLC's other public contracts

Lee County School District, FloridaLee County Recommends Public Trust Advisory Renewal · Oct 7, 2026Contra Costa Transportation Authority, CaliforniaInvestment Advisor Listed in Quarterly Report · Sep 3, 2026UndisclosedCollege Of The Desert, California01 Desert Community College District Report Purchase Order Activity Report By District 2026-08-27 · Aug 27, 2026$400KCity of Rochester Hills, MichiganRochester Hills Designates Public Trust Advisors · Aug 24, 2026UndisclosedRockwall Independent School District, TexasPublic Trust Advisors LLC Approved for Training Services · Aug 17, 2026UndisclosedAll Public Trust Advisors LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Broadalbin-Perth Central School District?

Public Trust Advisors LLC was awarded this financial services contract by Broadalbin-Perth Central School District, as recorded on January 1, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in NYCLASS Special Report NYCLASS Collateral 2026-01-01 (Report), dated January 1, 2026 from Broadalbin-Perth Central School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Public Trust Advisors LLC hold?

Public Trust Advisors 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.

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What is Broadalbin-Perth Central School District currently buying?

Explore Broadalbin-Perth Central School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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