CONTRACTONGOING

Investment Management Services Contract Renewal

Document date: Jun 11, 2025
Term: July 25, 2023 - September 30, 2025

What it covers

Amendment to purchase agreement confirms annual renewal for investment management services with Public Trust Advisor, LLC, effective from July 25, 2023, to September 30, 2025, according to Piggyback Agreement RFQ 22-008.

Who holds it

Public Trust Advisor holds this investment management services contract with City of Cocoa. Its other public contracts on record include work for Birdville Isd and Birdville Independent School District.

What happens next

Term as filed: July 25, 2023 - September 30, 2025.

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Contract details

Contract type: Investment Management Services
Document date: June 11, 2025
Term: July 25, 2023 - September 30, 2025
Vendor: Public Trust Advisor
Agency: City of Cocoa
Source document: city-of-cocoa-amendment-to-purchase-agreement_8cb.pdf (Contract)

Public Trust Advisor's other public contracts

Birdville Isd, TexasPublic Trust Advisor Authorized for Investment Training · Dec 11, 2025Undisclosed Birdville Isd, TexasPublic Trust Advisor Approved for Investment Training · Dec 11, 2025Undisclosed Birdville Independent School District, TexasPublic Trust Advisor Approved as Investment Training Source · Dec 19, 2024Undisclosed Birdville Isd, Texasbirdville-isd-resolution-2023-11-16_99b.pdf · Nov 16, 2023Undisclosed City of Cocoa, FloridaPiggyback Contract for Investment Management Services · Jun 6, 2023Undisclosed All Public Trust Advisor contractsVendor profile

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Questions about this contract

Who was awarded the investment management services contract by City of Cocoa?

Public Trust Advisor was awarded this investment management services contract by City of Cocoa, as recorded on June 11, 2025.

What type of contract is this?

This is a Investment Management Services contract, documented as a contract record.

Where was this contract approved?

This contract appears in city-of-cocoa-amendment-to-purchase-agreement_8cb.pdf (Contract), dated June 11, 2025 from City of Cocoa. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Public Trust Advisor hold?

Public Trust Advisor 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 City of Cocoa currently buying?

Explore City of Cocoa's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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