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Public Trust Advisors Administers District Investments

Fallbrook Healthcare District
Document date
Oct 14, 2026

The 30-second brief

What it covers

Fallbrook Regional Health District maintains investments through California CLASS, which has appointed Public Trust Advisors, LLC as investment advisor and administrator. The report identifies the firm as an ongoing provider for the District’s pooled investment account.

Who holds it

Public Trust Advisors LLC holds this financial services contract with Fallbrook Healthcare District. Its other public contracts on record include work for City of Cape Coral and Lee County School District.

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Contract details

Contract type
Financial Services
Document date
October 14, 2026
Vendor
Public Trust Advisors LLC
Agency
Fallbrook Healthcare District
Source document
Fallbrook Regional Health District AgendaPacket Board of Directors Meeting 2026-10-14 (AgendaPacket)

Public Trust Advisors LLC's other public contracts

City of Cape Coral, FloridaPublic Trust Advisors Investment Contract Proposed by Cape Coral · Oct 21, 2026Lee County School District, FloridaLee County Recommends Public Trust Advisory Renewal · Oct 7, 2026Fallbrook Healthcare District, CaliforniaPublic Trust Advises District California CLASS Funds · Sep 9, 2026UndisclosedContra Costa Transportation Authority, CaliforniaInvestment Advisor Listed in Quarterly Report · Sep 3, 2026UndisclosedCollege Of The Desert, California01 Desert Community College District Report Purchase Order Activity Report By District 2026-08-27 · Aug 27, 2026$400KAll Public Trust Advisors LLC contractsVendor profile

More Fallbrook Healthcare District contracts

Dvine Path IncDvine Path Requests $75,000 Vocational Program Funding · Oct 29, 2026Children’s Museum of Discovery (Cmod)Children’s Museum Requests $22,000 STEM Funding · Oct 29, 2026Boys & Girls Clubs of North CountyBoys & Girls Clubs Requests $75,000 Health Funding · Oct 29, 2026Community Health Systems IncCommunity Health Systems Requests $40,800 Screening Funds · Oct 29, 2026D'vine PathDistrict Reports D'Vine Path Health Contract · Oct 14, 2026$22.5KAll Fallbrook Healthcare District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Fallbrook Healthcare District?

Public Trust Advisors LLC was awarded this financial services contract by Fallbrook Healthcare District, as recorded on October 14, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Fallbrook Regional Health District AgendaPacket Board of Directors Meeting 2026-10-14 (AgendaPacket), dated October 14, 2026 from Fallbrook Healthcare District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Public Trust Advisors LLC hold?

Public Trust Advisors 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 Fallbrook Healthcare District currently buying?

Explore Fallbrook Healthcare District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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