District Continues Investment Management with Optimized Partners
Los Osos Community Services DistrictSpecial District · Los Osos, CA- Disclosed value
- $8,889,378 portfolio book value
- From staffreport
- Document date
- Nov 3, 2026
- Term
- Hired in June 2023; ongoing
The 30-second brief
Los Osos Community Services District continues its investment-management relationship with Optimized Investment Partners, which manages the District's investment portfolio. The managed portfolio had a book value of $8,889,378 as of September 30, 2026; the engagement began in June 2023 and remains ongoing.
Optimized Investment Partners holds this financial services contract with Los Osos Community Services District. Its other public contracts on record include work for Cambria Community Services District and Lake County Fire Protection District.
Term as filed: Hired in June 2023; ongoing.
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Contract details
- Contract type
- Financial Services
- Amount
- $8,889,378 portfolio book value
- Document date
- November 3, 2026
- Term
- Hired in June 2023; ongoing
- Source document
- Los Osos Community Services District StaffReport Quarterly Investment Report for Q3 2026 2026-11-05 (StaffReport)
Optimized Investment Partners's other public contracts
More Los Osos Community Services District contracts
Questions about this contract
Who was awarded the financial services contract by Los Osos Community Services District?
Optimized Investment Partners was awarded this financial services contract by Los Osos Community Services District, as recorded on November 3, 2026. The contract value is $8,889,378 portfolio book value.
How much is the Optimized Investment Partners contract with Los Osos Community Services District worth?
The Optimized Investment Partners contract with Los Osos Community Services District is valued at $8,889,378 portfolio book value, covering financial services work.
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 Los Osos Community Services District StaffReport Quarterly Investment Report for Q3 2026 2026-11-05 (StaffReport), dated November 3, 2026 from Los Osos Community Services District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Optimized Investment Partners hold?
Optimized Investment Partners 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 Los Osos Community Services District currently buying?
Explore Los Osos Community Services District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.