PFM Manages Yucaipa District Investment Portfolio

Yucaipa Valley Water District’s individually managed California Asset Management Program portfolio is administered by PFM Asset Management LLC. The firm provides investment-management services for District funds and reserves.

Document date · September 15, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

AgendaPacket

Source document

Yucaipa Valley Water District AgendaPacket Board Meeting September 15, 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Yucaipa Valley Water District?

Pfm Asset Management Llc was awarded this financial services contract by Yucaipa Valley Water District, as recorded on September 15, 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 Yucaipa Valley Water District AgendaPacket Board Meeting September 15, 2026 (AgendaPacket), dated September 15, 2026 from Yucaipa Valley Water 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 Yucaipa Valley Water District currently buying?

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