Public Trust Advisors Manages California CLASS Program
Goleta Sanitary DistrictSpecial District · Goleta, CA- Disclosed value
- Advisory and management fee not to exceed 25 basis points annually
- From agendapacket
- Document date
- Aug 3, 2026
The 30-second brief
Public Trust Advisors, LLC provides investment advisory and administrative services for the California CLASS Investment Program, including Term Series II portfolios. The program charges an advisory and management fee capped at 25 basis points annually.
Public Trust Advisors LLC holds this financial services contract with Goleta Sanitary District. Its other public contracts on record include work for Lee County School District and Contra Costa Transportation Authority.
Term as filed: Ongoing under the Administrative & IA Agreement.
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Contract details
- Contract type
- Financial Services
- Amount
- Advisory and management fee not to exceed 25 basis points annually
- Document date
- August 3, 2026
- Term
- Ongoing under the Administrative & IA Agreement
- Agency
- Goleta Sanitary District
- Source document
- Goleta Sanitary District AgendaPacket Board Meeting 2026-08-03 (AgendaPacket)
Public Trust Advisors LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Goleta Sanitary District?
Public Trust Advisors LLC was awarded this financial services contract by Goleta Sanitary District, as recorded on August 3, 2026. The contract value is Advisory and management fee not to exceed 25 basis points annually.
How much is the Public Trust Advisors LLC contract with Goleta Sanitary District worth?
The Public Trust Advisors LLC contract with Goleta Sanitary District is valued at Advisory and management fee not to exceed 25 basis points annually, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record, structured as a not-to-exceed (ceiling) agreement.
Where was this contract approved?
This contract appears in Goleta Sanitary District AgendaPacket Board Meeting 2026-08-03 (AgendaPacket), dated August 3, 2026 from Goleta Sanitary District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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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.
What is Goleta Sanitary District currently buying?
Explore Goleta Sanitary District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.