FINANCIAL_SERVICESAPPROVED

Sonoma State University Awards Financial Services Contract to GRAYSTONE (June 2026)

The Sonoma State University Foundation Board’s consent agenda includes the Graystone Quarterly Performance Report, reflecting ongoing investment management services with the firm. Approval of the report indicates continued engagement with Graystone for oversight of the Foundation’s investment portfolio.

Status
APPROVED
Document date
June 12, 2026
Contract type
FINANCIAL_SERVICES
Vendor
GRAYSTONE
Agency
Sonoma State University · CA

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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Quarterly
Renewal
Ongoing quarterly investment advisory/reporting relationship; no specific renewal action stated in this agenda.
Document type
Agenda
Source document
Sonoma State University Foundation Board of Directors Meeting Agenda 2026-06-12

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Sonoma State University?

GRAYSTONE was awarded this financial services contract by Sonoma State University, as recorded on June 12, 2026.

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 Sonoma State University Foundation Board of Directors Meeting Agenda 2026-06-12 (Agenda), dated June 12, 2026 from Sonoma State University. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does GRAYSTONE hold?

GRAYSTONE 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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