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PFM Continues District Investment Management Services

Union Sanitary District logoUnion Sanitary District
Document date
Nov 7, 2026

The 30-second brief

What it covers

Union Sanitary District continues to receive investment management services from PFM Asset Management LLC under a portfolio management contract authorized in October 2018. PFM provided the District’s FY2027 first-quarter managed investment portfolio report for the quarter ending September 30, 2026.

Who holds it

Pfm Asset Management LLC holds this financial services contract with Union Sanitary District. Its other public contracts on record include work for City of Delano and State Wide Association Of Community Colleges.

What happens next

Term as filed: Authorized in October 2018; ongoing investment management services.

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Contract details

Contract type
Financial Services
Document date
November 7, 2026
Term
Authorized in October 2018; ongoing investment management services
Vendor
Pfm Asset Management LLC
Agency
Union Sanitary District
Source document
Union Sanitary District AgendaPacket Board Meeting November 9, 2026 (AgendaPacket)

Pfm Asset Management LLC's other public contracts

City of Delano, CaliforniaPension Committee Reviews PFM Investment Performance · Nov 7, 2026UndisclosedState Wide Association Of Community Colleges, CaliforniaPFM Administers SWACC California Asset Management Program · Nov 7, 2026UndisclosedState Wide Association Of Community Colleges, CaliforniaSWACC Investment Portfolio Managed by PFM Asset Management · Nov 7, 2026UndisclosedState Wide Association Of Community Colleges, CaliforniaSWACC Reviews PFM Investment Management Report · Nov 7, 2026UndisclosedState Wide Association Of Community Colleges, CaliforniaPFM Asset Management Administers SWACC Investment Program · Nov 7, 2026UndisclosedAll Pfm Asset Management LLC contractsVendor profile

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Questions about this contract

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 November 7, 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 Union Sanitary District AgendaPacket Board Meeting November 9, 2026 (AgendaPacket), dated November 7, 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.

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What is Union Sanitary District currently buying?

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

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