Alta Trust Serves Beverly Hills Section 115 Trusts
City of Beverly HillsCity · Beverly Hills, CA- Document date
- Mar 13, 2026
The 30-second brief
Beverly Hills uses Alta Trust as a trustee/custodian partner for its Section 115 pension and OPEB trusts. Alta Trust is part of the investment-management structure selected with Shuster Advisory Group in January 2023.
Alta Trust holds this financial services contract with City of Beverly Hills. Its other public contracts on record include work for Modoc County and City of Cathedral.
Term as filed: Beginning with transition selected January 24, 2023; trustee/custodian partnership for Section 115 Trust.
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Contract details
- Contract type
- Financial Services
- Document date
- March 13, 2026
- Term
- Beginning with transition selected January 24, 2023; trustee/custodian partnership for Section 115 Trust
- Vendor
- Alta Trust
- Agency
- City of Beverly Hills
- Source document
- City of Beverly Hills StaffReport Report on Fiscal Year 2024-25 Financial Statement Audit and Discussion of Investment Strategies for Section 115 Pension and OPEB Trusts 2026-03-13 (StaffReport)
Alta Trust's other public contracts
More City of Beverly Hills contracts
Questions about this contract
Who was awarded the financial services contract by City of Beverly Hills?
Alta Trust was awarded this financial services contract by City of Beverly Hills, as recorded on March 13, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a staffreport record.
Where was this contract approved?
This contract appears in City of Beverly Hills StaffReport Report on Fiscal Year 2024-25 Financial Statement Audit and Discussion of Investment Strategies for Section 115 Pension and OPEB Trusts 2026-03-13 (StaffReport), dated March 13, 2026 from City of Beverly Hills. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Alta Trust hold?
Alta Trust 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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