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Public Trust Advisors Continues as Investment Advisor

Contra Costa Transportation Authority logoContra Costa Transportation Authority
Document date
Sep 17, 2025

The 30-second brief

What it covers

Public Trust Advisors, LLC continues to act as the Authority’s independent investment advisor, managing the investment portfolio and supplying quarterly economic updates. Their services support prudent investment of approximately $76 million in securities.

Who holds it

Public Trust Advisors LLC holds this financial services contract with Contra Costa Transportation Authority. Its other public contracts on record include work for Lee County School District and College Of The Desert.

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Contract details

Contract type
Financial Services
Document date
September 17, 2025
Vendor
Public Trust Advisors LLC
Agency
Contra Costa Transportation Authority
Source document
Contra Costa Transportation Authority Authority Board Meeting Agenda 2025-09-17 (Agenda)

Public Trust Advisors LLC's other public contracts

Lee County School District, FloridaLee County Recommends Public Trust Advisory Renewal · Oct 7, 2026Contra Costa Transportation Authority, CaliforniaInvestment Advisor Listed in Quarterly Report · Sep 3, 2026UndisclosedCollege Of The Desert, California01 Desert Community College District Report Purchase Order Activity Report By District 2026-08-27 · Aug 27, 2026$400KCity of Rochester Hills, MichiganRochester Hills Designates Public Trust Advisors · Aug 24, 2026UndisclosedRockwall Independent School District, TexasPublic Trust Advisors LLC Approved for Training Services · Aug 17, 2026UndisclosedAll Public Trust Advisors LLC contractsVendor profile

More Contra Costa Transportation Authority contracts

Bay Area Rapid Transit (Bart)Authority Recommends $10M BART Student Transit Agreement · Oct 1, 2026City of PittsburgFunding Resolution Termination Recommended for City of Pittsburg · Oct 1, 2026UndisclosedBay Area Rapid Transit (Bart)Authority Plans $10 Million BART Student Transit Agreement · Oct 1, 2026Contra Costa CountyTransportation Authority Recommends $1.55M County MOU Increase · Oct 1, 2026Town of MoragaFunding Resolution Termination Proposed for Town of Moraga · Oct 1, 2026UndisclosedAll Contra Costa Transportation Authority activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Contra Costa Transportation Authority?

Public Trust Advisors LLC was awarded this financial services contract by Contra Costa Transportation Authority, as recorded on September 17, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Contra Costa Transportation Authority Authority Board Meeting Agenda 2025-09-17 (Agenda), dated September 17, 2025 from Contra Costa Transportation Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Public Trust Advisors LLC hold?

Public Trust Advisors 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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What is Contra Costa Transportation Authority currently buying?

Explore Contra Costa Transportation Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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