Addison Capital Oversees Foundation Investment Portfolio
- Disclosed value
- More than $3.2 million (assets under management)
- From minutes
- Document date
- Jul 23, 2019
The 30-second brief
Addison Capital provides investment advisory services for more than $3.2 million in Brookdale Foundation assets, focusing on moderate growth and income for endowment and scholarship funds. The firm actively manages accounts to preserve principal while funding programs from investment proceeds.
Addison Capital holds this financial services contract with Brookdale Community College. Its other public contracts on record include work for Town of Cumberland.
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Contract details
- Contract type
- Financial Services
- Amount
- More than $3.2 million (assets under management)
- Document date
- July 23, 2019
- Vendor
- Addison Capital
- Source document
- Brookdale Community College Board of Trustees Meeting Minutes July 2019 (Minutes)
Addison Capital's other public contracts
More Brookdale Community College contracts
Questions about this contract
Who was awarded the financial services contract by Brookdale Community College?
Addison Capital was awarded this financial services contract by Brookdale Community College, as recorded on July 23, 2019. The contract value is More than $3.2 million (assets under management).
How much is the Addison Capital contract with Brookdale Community College worth?
The Addison Capital contract with Brookdale Community College is valued at More than $3.2 million (assets under management), covering financial services work.
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 Brookdale Community College Board of Trustees Meeting Minutes July 2019 (Minutes), dated July 23, 2019 from Brookdale Community College. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Addison Capital hold?
Addison Capital 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 Brookdale Community College currently buying?
Explore Brookdale Community College's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.