PFM Asset Management LLC Serves as Investment Advisor

CapMetro identified PFM Asset Management LLC as its contracted investment advisory firm in the proposed Investment Policy. The policy was reviewed by staff and the advisor, and only minor updates were made.

Document date · September 14, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

No specific renewal terms or dates stated. Mentioned as the current investment advisory firm under contract.

Document type

AgendaPacket

Source document

Capital Metropolitan Transportation Authority AgendaPacket Finance, Audit and Administration Committee Meeting 2026-09-16

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Capital Metro Transit Authority?

Pfm Asset Management Llc was awarded this financial services contract by Capital Metro Transit Authority, as recorded on September 14, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Capital Metropolitan Transportation Authority AgendaPacket Finance, Audit and Administration Committee Meeting 2026-09-16 (AgendaPacket), dated September 14, 2026 from Capital Metro Transit Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management Llc hold?

Pfm 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.

View Pfm Asset Management Llc's profile

What is Capital Metro Transit Authority currently buying?

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