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Chandler Asset Management Report Investment Portfolio Performance

City of Newport Beach logoCity of Newport Beach
Document date
Sep 11, 2025
Term
1 year

The 30-second brief

What it covers

Chandler Asset Management to Report City's Investment Portfolio Performance for FY 2025. City's investment advisor, Chandler Asset Management, will report on the performance of the City's investment portfolio for the fiscal year ending June 30, 2025.

Who holds it

Chandler Asset Management LLC holds this investment advisory contract with City of Newport Beach. Its other public contracts on record include work for Town of Stanton and City of Stanton.

What happens next

Term as filed: 1 year.

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Contract details

Contract type
Investment Advisory
Document date
September 11, 2025
Term
1 year
Vendor
Chandler Asset Management LLC
Agency
City of Newport Beach
Source document
city-of-newport-beach-finance-committee-agenda-september-11-2025_d68.pdf (Agenda)

Chandler Asset Management LLC's other public contracts

Town of Stanton, NebraskaChandler Asset Management Manages City Investment Portfolio · Mar 24, 2026UndisclosedCity of Stanton, CaliforniaChandler Continues Managing Majority of City Investments · Mar 24, 2026UndisclosedTown of Stanton, NebraskaChandler Continues Managing Majority of City Investments · Mar 10, 2026UndisclosedTown of Stanton, NebraskaChandler Continues to Manage Stanton’s $40 Million Investment Portfolio · Feb 24, 2026UndisclosedCity of Stanton, CaliforniaCity Retains Chandler for Investment Management · Feb 10, 2026UndisclosedAll Chandler Asset Management LLC contractsVendor profile

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Questions about this contract

Who was awarded the investment advisory contract by City of Newport Beach?

Chandler Asset Management LLC was awarded this investment advisory contract by City of Newport Beach, as recorded on September 11, 2025.

What type of contract is this?

This is a Investment Advisory contract, documented as a agenda record.

Where was this contract approved?

This contract appears in city-of-newport-beach-finance-committee-agenda-september-11-2025_d68.pdf (Agenda), dated September 11, 2025 from City of Newport Beach. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Chandler Asset Management LLC hold?

Chandler Asset 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.

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