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Nero Wealth Group Advises on $385,000 Endowment Distribution

Lionheart Classical Academy Chartered Public School
Disclosed value
$385,000
From minutes
Document date
Sep 30, 2026
Renews
Free account

The 30-second brief

What it covers

Nero Wealth Group, serving as Lionheart Classical Academy’s registered investment advisor, reviewed the Augusta Henderson Petrone Endowment Fund and advised on a $385,000 distribution for loan repayment-related positions. The advisor will review the fund again in 90 days.

Who holds it

Nero Wealth Group holds this financial services contract with Lionheart Classical Academy Chartered Public School. Its other public contracts on record include work for Town of Fitzwilliam.

What happens next

The renewal date is on record. A free account shows it, with the renewals for every Lionheart Classical Academy Chartered Public School contract.

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Contract details

Contract type
Financial Services
Amount
$385,000
Document date
September 30, 2026
Term
Registered investment advisory engagement; fund review again in 90 days
Renews
Free account
Vendor
Nero Wealth Group
Agency
Lionheart Classical Academy Chartered Public School
Source document
Lionheart Classical Academy Chartered Public School Minutes Finance Committee Meeting Minutes 2026-09-30 (Minutes)

Nero Wealth Group's other public contracts

Lionheart Classical Academy Chartered Public School, New HampshireNero Wealth Group Consulted on Fund Sales · Aug 18, 2026UndisclosedTown of Fitzwilliam, New HampshireNero Wealth Group approved for vendor permit · Oct 8, 2025UndisclosedAll Nero Wealth Group contractsVendor profile

More Lionheart Classical Academy Chartered Public School contracts

Nero, JasonSchool Plans Quarterly Endowment Reviews With Jason Nero · Oct 8, 2026UndisclosedHillsdale CollegeLionheart Academy Pursues Hillsdale College Membership · Oct 8, 2026UndisclosedNathan Wechsler & Company PaBoard Accepts Annual Audit Report From Nathan Wechsler · Oct 8, 2026UndisclosedHEFAFinance Committee Discusses Repayment of HEFA Loan · Sep 30, 2026UndisclosedEVERSOURCEEversource Progresses Street Light Installation · Sep 30, 2026UndisclosedAll Lionheart Classical Academy Chartered Public School activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Lionheart Classical Academy Chartered Public School?

Nero Wealth Group was awarded this financial services contract by Lionheart Classical Academy Chartered Public School, as recorded on September 30, 2026. The contract value is $385,000.

How much is the Nero Wealth Group contract with Lionheart Classical Academy Chartered Public School worth?

The Nero Wealth Group contract with Lionheart Classical Academy Chartered Public School is valued at $385,000, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Lionheart Classical Academy Chartered Public School Minutes Finance Committee Meeting Minutes 2026-09-30 (Minutes), dated September 30, 2026 from Lionheart Classical Academy Chartered Public School. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Nero Wealth Group hold?

Nero Wealth Group 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 Lionheart Classical Academy Chartered Public School currently buying?

Explore Lionheart Classical Academy Chartered Public School's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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