CONTRACTDISCUSSED

Investment Advisor Fiscal Year Review Scheduled

Document date: Oct 27, 2026
Term: Fiscal Year 2026 review

What it covers

The Dartmouth Fire District No. 3 Prudential Committee scheduled a Fiscal Year 2026 review with Bartholomew & Company, Inc., its investment advisor. The agenda does not state that a new contract or renewal was approved.

Who holds it

Bartholomew & Company Inc holds this financial services contract with Town of Dartmouth. Its other public contracts on record include work for Springfield Water And Sewer Commission and Swansea Water District.

What happens next

Term as filed: Fiscal Year 2026 review.

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Contract details

Contract type: Financial Services
Document date: October 27, 2026
Term: Fiscal Year 2026 review
Vendor: Bartholomew & Company Inc
Agency: Town of Dartmouth
Source document: Dartmouth Fire District No. 3 Agenda Prudential Committee Meeting 2026-10-27 (Agenda)

Bartholomew & Company Inc's other public contracts

Springfield Water And Sewer Commission, MassachusettsOPEB Trust to Review Bartholomew Asset Agreement · Oct 5, 2026Undisclosed Springfield Water And Sewer Commission, MassachusettsOPEB Trust to Review Bartholomew Asset Agreement · Oct 5, 2026Undisclosed Swansea Water District, MassachusettsBartholomew & Company Continues OPEB Advisory Role · Jun 3, 2026Undisclosed ACCEPT Education Collaborative, MassachusettsOPEB Trust Board Schedules Portfolio Review · May 6, 2026Undisclosed All Bartholomew & Company Inc contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Town of Dartmouth?

Bartholomew & Company Inc was awarded this financial services contract by Town of Dartmouth, as recorded on October 27, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Dartmouth Fire District No. 3 Agenda Prudential Committee Meeting 2026-10-27 (Agenda), dated October 27, 2026 from Town of Dartmouth. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bartholomew & Company Inc hold?

Bartholomew & Company 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.

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