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Pershing LLC Continues as District Investment Custodian

Costa Mesa Sanitary District logoCosta Mesa Sanitary District
Document date
Jun 23, 2025

The 30-second brief

What it covers

The May 2025 Investment Report notes that Pershing, LLC continues to serve as the District’s third‑party custodian, supplying market values for the investment portfolio. This custodial relationship underpins compliance with the District’s investment policy.

Who holds it

Pershing LLC holds this financial services contract with Costa Mesa Sanitary District. Its other public contracts on record include work for Randolph Academy Union Free School District and Town of Wellesley.

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Contract details

Contract type
Financial Services
Document date
June 23, 2025
Vendor
Pershing LLC
Agency
Costa Mesa Sanitary District
Source document
Costa Mesa Sanitary District Agenda Board of Directors Regular Meeting 2025-06-23 (Agenda)

Pershing LLC's other public contracts

Randolph Academy Union Free School District, New YorkDistrict To Utilize Pershing LLC For Investments · Aug 18, 2026UndisclosedTown of Wellesley, MassachusettsWellesley Approves Pershing Rollover Check Reissue · Aug 18, 2026$12.8KPompano Beach Fire Rescue, FloridaBoard Ratifies Pershing Inherited IRA Transfer · Aug 17, 2026$39.3KRoberts village, WisconsinVillage Considers Custodial Accounts With Pershing · Aug 10, 2026UndisclosedDes Moines Metropolitan Transit Authority, IowaPershing Provides Clearing for DART Investments · Aug 4, 2026UndisclosedAll Pershing LLC contractsVendor profile

More Costa Mesa Sanitary District contracts

Gis Public Access PortalGIS Public Access Portal Included in Budget · Jul 28, 2026$10.5KShrm Society for Hr ManagementSHRM HR Membership Dues Budgeted · Jul 28, 2026$600BLUEBEAMBlueBeam Software Licenses Funded · Jul 28, 2026$1.8KTimekeeping SystemTimekeeping System Software Funded · Jul 28, 2026$4.2KCcac City Clerks Association of CaliforniaCCAC Clerk Training and Conference Funded · Jul 28, 2026$2.4KAll Costa Mesa Sanitary District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Costa Mesa Sanitary District?

Pershing LLC was awarded this financial services contract by Costa Mesa Sanitary District, as recorded on June 23, 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 Costa Mesa Sanitary District Agenda Board of Directors Regular Meeting 2025-06-23 (Agenda), dated June 23, 2025 from Costa Mesa Sanitary District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pershing LLC hold?

Pershing 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 Costa Mesa Sanitary District currently buying?

Explore Costa Mesa Sanitary District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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