FINANCIAL_SERVICESONGOING

UBS Manages Library’s $5.5M Treasury Portfolio

Since 2014, the Los Angeles County Law Library has maintained a consulting agreement with UBS Financial Services Inc. to invest $5.5 million of surplus funds in long-term zero-coupon U.S. Treasury obligations, now valued at $6.9 million. UBS has provided ongoing advisory services while absorbing all investment costs.

Status
ONGOING
Document date
August 25, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Ubs Financial Services Inc
Agency
LA Law Library · CA

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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 amount
Total principal investment $5.5M
Contract type
FINANCIAL_SERVICES
Contract term
From April 2014; ongoing as of June 30, 2026
Renewal
Consulting arrangement has continued through multiple principal additions (2014, 2016, 2019) and remains in place as of mid-2026; specific renewal dates or terms are not stated.
Document type
AgendaPacket
Source document
Los Angeles County Law Library Agenda Packet 2026-08-26

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by LA Law Library?

Ubs Financial Services Inc was awarded this financial services contract by LA Law Library, as recorded on August 25, 2026. The contract value is Total principal investment $5.5M.

How much is the Ubs Financial Services Inc contract with LA Law Library worth?

The Ubs Financial Services Inc contract with LA Law Library is valued at Total principal investment $5.5M, covering financial services work.

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 Los Angeles County Law Library Agenda Packet 2026-08-26 (AgendaPacket), dated August 25, 2026 from LA Law Library. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Financial Services Inc hold?

Ubs Financial Services Inc 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 Ubs Financial Services Inc's profile

What is LA Law Library currently buying?

Explore LA Law Library's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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