FINANCIAL_SERVICESONGOING

Wellington Mandates Provide Equity and Opportunistic Exposure

The Fund holds several active investment mandates with Wellington Management covering growth equity and opportunistic allocations.

Status
ONGOING
Document date
November 10, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Wellington Management Company Llp
Agency
Ocala Housing Authority · FL

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Ongoing (Growth, Opportunistic Investment, and Large Cap mandates)
Renewal
Active open-ended accounts, reviewed as part of an ongoing manager oversight cycle.
Document type
Agenda
Source document
ocala_general_employees_retirement_fund_board_agen.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Ocala Housing Authority?

Wellington Management Company Llp was awarded this financial services contract by Ocala Housing Authority, as recorded on November 10, 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 ocala_general_employees_retirement_fund_board_agen.pdf (Agenda), dated November 10, 2025 from Ocala Housing Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wellington Management Company Llp hold?

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

View Wellington Management Company Llp's profile

What is Ocala Housing Authority currently buying?

Explore Ocala Housing Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Ocala Housing Authority's profile

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