Shuster Advisory Group Manages Pension Trust | City of Claremont | SHUSTER ADVISORY GROUP LLC

Scope & details

The full contract record, as filed.

Contract amount

Trust market value $6,458,940 as of June 30, 2026; initial trust assets transferred April 1, 2025

Contract type

FINANCIAL_SERVICES

Contract term

Effective April 1, 2025; ongoing through June 30, 2026

Renewal date

2025-04-01

Renewal

Administration transferred from PARS to Shuster Advisory Group, LLC in January 2025; assets transferred effective April 1, 2025. No renewal or expiration date stated.

Document type

StaffReport

Source document

City of Claremont StaffReport Investment Report - Quarter Ending June 30, 2026 2026-07-28

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Claremont?

Shuster Advisory Group Llc was awarded this financial services contract by City of Claremont, as recorded on July 28, 2026. The contract value is Trust market value $6,458,940 as of June 30, 2026; initial trust assets transferred April 1, 2025.

How much is the Shuster Advisory Group Llc contract with City of Claremont worth?

The Shuster Advisory Group Llc contract with City of Claremont is valued at Trust market value $6,458,940 as of June 30, 2026; initial trust assets transferred April 1, 2025, covering financial services work.

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 Claremont StaffReport Investment Report - Quarter Ending June 30, 2026 2026-07-28 (StaffReport), dated July 28, 2026 from City of Claremont. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Shuster Advisory Group Llc hold?

Shuster Advisory Group 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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