FINANCIAL_SERVICESONGOING

District Continues Investment Management Contract With PFM

Union Sanitary District continues its portfolio management services contract with PFM Asset Management LLC, originally authorized in October 2018. PFM manages the District’s investment portfolio and provides quarterly performance and market update reports to support compliant and optimized government investments.

Status
ONGOING
Document date
August 24, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pfm Asset Management Llc
Agency
Union Sanitary District · CA

Trusted by teams at

Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Since October 2018; ongoing portfolio management services
Renewal
No specific renewal action mentioned for this quarter; the contract appears to be an ongoing engagement authorized in October 2018.
Document type
Agenda
Source document
Union Sanitary District Agenda 2026-08-24

Related contracts

Other contracts from Pfm Asset Management Llc.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Union Sanitary District?

Pfm Asset Management Llc was awarded this financial services contract by Union Sanitary District, as recorded on August 24, 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 Union Sanitary District Agenda 2026-08-24 (Agenda), dated August 24, 2026 from Union Sanitary District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management Llc hold?

Pfm Asset Management 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.

View Pfm Asset Management Llc's profile

What is Union Sanitary District currently buying?

Explore Union Sanitary District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Union Sanitary District's profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free