County Utilizes Principal Custody Solutions for Custody

The County of Marin continues to use Principal Custody Solutions as its independent third-party custodian for investment custody and valuation services for all securities in the Treasurer’s investment pool. The ongoing engagement supports accurate portfolio valuation and safeguards County investments.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

StaffReport

Source document

County of Marin StaffReport Treasurer’s Investment Pool Report for April 2026 2026-06-23

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Marin County?

Principal Custody Solutions was awarded this financial services contract by Marin County, as recorded on June 23, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in County of Marin StaffReport Treasurer’s Investment Pool Report for April 2026 2026-06-23 (StaffReport), dated June 23, 2026 from Marin County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Principal Custody Solutions hold?

Principal Custody Solutions 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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