CONTRACTAPPROVED

Cuny Hostos Community College Awards $518,363 Investment Advisory Services Contract to Captrust Financial (February 2023)

Cuny Hostos Community College
Disclosed value
$518,363
From meeting minutes
Approved
Feb 15, 2023
Term
5 years

The 30-second brief

What it covers

CapFinancial Partners, LLC d/b/a CAPTRUST Financial Advisors has been selected to provide investment advisory services to the University. The contract is for a period of five (5) years, with a total expenditure not to exceed $518,363. The Investment Advisor provides guidance on current industry best practices and reviews fees associated with the administration of the Plans.

Who holds it

Captrust Financial holds this investment advisory services contract with Cuny Hostos Community College. Its other public contracts on record include work for Sweeny Community Hospital and Town of Middlebury.

What happens next

Term as filed: 5 years.

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Contract details

Contract type
Investment Advisory Services
Amount
$518,363
Document date
February 15, 2023
Term
5 years
Source document
cuny-hostos-community-collegemeeting-minutes2023-02-15_fe7.pdf (Meeting Minutes)

Captrust Financial's other public contracts

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Questions about this contract

Who was awarded the investment advisory services contract by Cuny Hostos Community College?

Captrust Financial was awarded this investment advisory services contract by Cuny Hostos Community College, as recorded on February 15, 2023. The contract value is $518,363.

How much is the Captrust Financial contract with Cuny Hostos Community College worth?

The Captrust Financial contract with Cuny Hostos Community College is valued at $518,363, covering investment advisory services work.

What type of contract is this?

This is a Investment Advisory Services contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in cuny-hostos-community-collegemeeting-minutes2023-02-15_fe7.pdf (Meeting Minutes), dated February 15, 2023 from Cuny Hostos Community College. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Captrust Financial hold?

Captrust Financial may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Cuny Hostos Community College currently buying?

Explore Cuny Hostos Community College's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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