Ongoing Investment Portfolio Managed by UBS Investment Services
Palmdale Recycled Water AuthorityUtility District · Palmdale, CA- Disclosed value
- Fund balances: $293,128.40 (cash), $235,994.25 (money market), $1,537,550.10 (U.S. Treasury), $385,139.70 (certificates of deposit) as of Dec 31, 2024
- From agenda
- Document date
- Mar 17, 2025
- Term
- Quarterly, continuing
The 30-second brief
PRWA maintains ongoing investment management services through UBS Investment Services, with quarterly portfolio activity and balances detailed as of December 31, 2024.
Ubs Investment Services holds this financial services contract with Palmdale Recycled Water Authority. Its other public contracts on record include work for Palmdale Water District.
Term as filed: Quarterly, continuing.
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Contract details
- Contract type
- Financial Services
- Amount
- Fund balances: $293,128.40 (cash), $235,994.25 (money market), $1,537,550.10 (U.S. Treasury), $385,139.70 (certificates of deposit) as of Dec 31, 2024
- Document date
- March 17, 2025
- Term
- Quarterly, continuing
- Vendor
- Ubs Investment Services
- Source document
- Palmdale Recycled Water Authority Regular Meeting Agenda March 2025 (Agenda)
Ubs Investment Services's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Palmdale Recycled Water Authority?
Ubs Investment Services was awarded this financial services contract by Palmdale Recycled Water Authority, as recorded on March 17, 2025. The contract value is Fund balances: $293,128.40 (cash), $235,994.25 (money market), $1,537,550.10 (U.S. Treasury), $385,139.70 (certificates of deposit) as of Dec 31, 2024.
How much is the Ubs Investment Services contract with Palmdale Recycled Water Authority worth?
The Ubs Investment Services contract with Palmdale Recycled Water Authority is valued at Fund balances: $293,128.40 (cash), $235,994.25 (money market), $1,537,550.10 (U.S. Treasury), $385,139.70 (certificates of deposit) as of Dec 31, 2024, covering financial services work.
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 Palmdale Recycled Water Authority Regular Meeting Agenda March 2025 (Agenda), dated March 17, 2025 from Palmdale Recycled Water Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Ubs Investment Services hold?
Ubs Investment Services 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 Palmdale Recycled Water Authority currently buying?
Explore Palmdale Recycled Water Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.