CONTRACTONGOING

Town Reports Moreton Capital Investments

Document date: Aug 11, 2026
Term: Quarter ending June 30, 2026

What it covers

The Town reported investment holdings managed by Moreton Capital in its quarterly treasurer’s report. The account included money market and municipal bond holdings as of June 30, 2026.

Who holds it

Moreton Capital holds this financial services contract with Town of San Anselmo. Its other public contracts on record include work for New Mexico State Board of Finance | State of New Mexico and New Mexico State Treasurer | State of New Mexico.

What happens next

Term as filed: Quarter ending June 30, 2026.

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Contract details

Contract type: Financial Services
Document date: August 11, 2026
Term: Quarter ending June 30, 2026
Vendor: Moreton Capital
Agency: Town of San Anselmo
Source document: Town of San Anselmo AgendaPacket Creek Park Plaza Design Options 2026-08-11 (AgendaPacket)

Moreton Capital's other public contracts

New Mexico State Board of Finance | State of New Mexico, New MexicoMoreton Capital Handles $100 Million in Trades · Oct 20, 2026$100.3M New Mexico State Treasurer | State of New Mexico, New MexicoNew Mexico Reports Moreton Capital Trading Activity · Aug 31, 2026 Catron County, New MexicoMoreton Capital CD Holdings Reported · Aug 13, 2026 New Mexico State Treasurer | State of New Mexico, New MexicoTreasurer Executes $150 Million Through Moreton Capital · Jun 10, 2026 Town of San Anselmo, CaliforniaMoreton Capital manages Town investment portfolio holdings · Apr 28, 2026Undisclosed All Moreton Capital contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Town of San Anselmo?

Moreton Capital was awarded this financial services contract by Town of San Anselmo, as recorded on August 11, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Town of San Anselmo AgendaPacket Creek Park Plaza Design Options 2026-08-11 (AgendaPacket), dated August 11, 2026 from Town of San Anselmo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Moreton Capital hold?

Moreton Capital 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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What is Town of San Anselmo currently buying?

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