San Mateo County Community College District Office Awards Consulting Contract to Morgan Stanley Smith Barney LLC (June 2026)
San Mateo County Community College District OfficeHigher Ed · San Mateo, CA- Disclosed value
- 0.25% annual fee on account values from $0 - $49,999,999; 0.20% annual fee on account values of $50,000,000 and over
- From agreement
- Approved
- Jun 16, 2026
The 30-second brief
San Mateo Community Colleges Foundation entered an outsourced chief investment office agreement with Morgan Stanley Smith Barney LLC. The agreement appoints MSSB to provide consulting, portfolio review, investment policy support, and discretionary asset management services under an asset-based fee schedule.
Morgan Stanley Smith Barney LLC holds this consulting contract with San Mateo County Community College District Office. Its other public contracts on record include work for City of Palmetto and Bay Area Hospital.
Term as filed: Effective as of acceptance date 2026-06-17; services billed quarterly in advance.
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Contract details
- Contract type
- Consulting
- Amount
- 0.25% annual fee on account values from $0 - $49,999,999; 0.20% annual fee on account values of $50,000,000 and over
- Document date
- June 16, 2026
- Term
- Effective as of acceptance date 2026-06-17; services billed quarterly in advance
- Source document
- San Mateo County Community College District Agreement Outsourced Chief Investment Office (OCIO) Agreement 2026-06-16 (Agreement)
Morgan Stanley Smith Barney LLC's other public contracts
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Questions about this contract
Who was awarded the consulting contract by San Mateo County Community College District Office?
Morgan Stanley Smith Barney LLC was awarded this consulting contract by San Mateo County Community College District Office, as recorded on June 16, 2026. The contract value is 0.25% annual fee on account values from $0 - $49,999,999; 0.20% annual fee on account values of $50,000,000 and over.
How much is the Morgan Stanley Smith Barney LLC contract with San Mateo County Community College District Office worth?
The Morgan Stanley Smith Barney LLC contract with San Mateo County Community College District Office is valued at 0.25% annual fee on account values from $0 - $49,999,999; 0.20% annual fee on account values of $50,000,000 and over, covering consulting work.
What type of contract is this?
This is a Consulting contract, documented as a agreement record.
Where was this contract approved?
This contract appears in San Mateo County Community College District Agreement Outsourced Chief Investment Office (OCIO) Agreement 2026-06-16 (Agreement), dated June 16, 2026 from San Mateo County Community College District Office. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Morgan Stanley Smith Barney LLC hold?
Morgan Stanley Smith Barney 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 San Mateo County Community College District Office currently buying?
Explore San Mateo County Community College District Office's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.