CONTRACTAPPROVED

Fenton Avenue Charter District Awards $4,500,000 Investment Management Contract to Cathay Wealth (January 2022)

Disclosed value: $4,500,000; From meeting minutes
Approved: Jan 27, 2022

What it covers

Fenton Charter Public Schools approves moving $4.5 million into FCPS investment account with Cathay Wealth Management, enhancing financial management.

Who holds it

Cathay Wealth holds this investment management contract with Fenton Avenue Charter District. Its other public contracts on record include work for Fenton Charter Leadership Academy District and Santa Monica Boulevard Community Charter District.

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Contract details

Contract type: Investment Management
Amount: $4,500,000
Document date: January 27, 2022
Term: NA
Vendor: Cathay Wealth
Agency: Fenton Avenue Charter District
Source document: fenton-avenue-charter-district-meeting-minutes-2022-01-27_73b.pdf (Meeting Minutes)

Cathay Wealth's other public contracts

Fenton Charter Leadership Academy District, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5M Santa Monica Boulevard Community Charter District, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5M Fenton Primary Center District, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5M Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST, CaliforniaFCPS invests $4.5M with Cathay Wealth Management · Jan 27, 2022$4.5M Fenton STEM Acad: Elem CTR for Sci Tech Engr and Math DIST, CaliforniaInvestment account for Fenton schools at Cathay approved · Dec 12, 2017Undisclosed All Cathay Wealth contractsVendor profile

More Fenton Avenue Charter District contracts

VSPVSP Vision Insurance Renewal Approved · Jun 11, 2026Undisclosed Brightened LLCBrightenEd LLC Contract Approved Through Impact Grant · Jun 11, 2026Undisclosed California Charter Schools AssociationCalifornia Charter Schools Association Membership Renewed · Jun 11, 2026Undisclosed LEARNINGTECH.ORGE-Rate Consulting Renewal with Learningtech.org Proposed · Jun 11, 2026Undisclosed Delta DentalDelta Dental Plan Renewal for Employees Approved · Jun 11, 2026Undisclosed All Fenton Avenue Charter District activityAgency profile

Questions about this contract

Who was awarded the investment management contract by Fenton Avenue Charter District?

Cathay Wealth was awarded this investment management contract by Fenton Avenue Charter District, as recorded on January 27, 2022. The contract value is $4,500,000.

How much is the Cathay Wealth contract with Fenton Avenue Charter District worth?

The Cathay Wealth contract with Fenton Avenue Charter District is valued at $4,500,000, covering investment management work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in fenton-avenue-charter-district-meeting-minutes-2022-01-27_73b.pdf (Meeting Minutes), dated January 27, 2022 from Fenton Avenue Charter District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Cathay Wealth hold?

Cathay Wealth 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 Fenton Avenue Charter District currently buying?

Explore Fenton Avenue Charter District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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