FAI Capital Management continues investment advisory services
Sumter County School DistrictSchool · Livingston, AL- Disclosed value
- $45.58 (quarterly fee based on assets); $652.45 (fiscal YTD fee based on assets)
- From report
- Document date
- Dec 31, 2020
The 30-second brief
The School Board of Sumter County continues its ongoing investment advisory engagement with FAI Capital Management, which manages certain Synovus Bank funds and advises on CenterState Bank and Florida PRIME holdings. During the quarter ending December 31, 2020, FAICM earned $45.58 in fees on assets and reported a gross annualized return of 0.40% on managed funds.
Fai Capital Management holds this financial services contract with Sumter County School District. Its other public contracts on record include work for Okaloosa County School District.
Term as filed: 10/01/2020 – 12/31/2020 (reporting period referenced within an ongoing advisory engagement).
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Contract details
- Contract type
- Financial Services
- Amount
- $45.58 (quarterly fee based on assets); $652.45 (fiscal YTD fee based on assets)
- Document date
- December 31, 2020
- Term
- 10/01/2020 – 12/31/2020 (reporting period referenced within an ongoing advisory engagement)
- Vendor
- Fai Capital Management
- Source document
- sumter-county-school-districtreport2020-12-31_673.pdf (Report)
Fai Capital Management's other public contracts
More Sumter County School District contracts
Questions about this contract
Who was awarded the financial services contract by Sumter County School District?
Fai Capital Management was awarded this financial services contract by Sumter County School District, as recorded on December 31, 2020. The contract value is $45.58 (quarterly fee based on assets); $652.45 (fiscal YTD fee based on assets).
How much is the Fai Capital Management contract with Sumter County School District worth?
The Fai Capital Management contract with Sumter County School District is valued at $45.58 (quarterly fee based on assets); $652.45 (fiscal YTD fee based on assets), covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a report record.
Where was this contract approved?
This contract appears in sumter-county-school-districtreport2020-12-31_673.pdf (Report), dated December 31, 2020 from Sumter County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Fai Capital Management hold?
Fai Capital Management 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 Sumter County School District currently buying?
Explore Sumter County School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.