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Investment Advisory Services – Section 115 Trust

Active

State & Local

Response Deadline09/24/2026, 07:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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The State of California Finance agency is seeking a subcontractor to provide fiduciary and advisory services for a tax-exempt Section 115 Trust. The primary objective of this engagement is to ensure tax-compliant investing and the management of necessary regulatory reporting. This opportunity is categorized under NAICS code 523940. Interested parties must submit their responses by the deadline of September 24, 2026. Further details regarding the solicitation can be accessed through the OpenGov procurement portal.

General Info

California seeks a subcontractor for Section 115 Trust fiduciary and advisory services.

Agency

California → FinanceView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-262.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Advisory Services | Package A: City Investment Portfolio | Package B: Section 115 Trust

AI Contract Breakdown

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No contract breakdown available.

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Timeline

PostedAug 20

subcontract

Response DeadlineSep 24

Submission deadline

Response Deadline

09/24/2026, 07:00:00 PM UTCin 27 days

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Organization & Contact Information

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AgencyCalifornia → Finance

ContactsNo contacts available

OfficeN/A

Organization / Agency

California → Finance

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Provide fiduciary and advisory services for a tax-exempt Section 115 Trust, including tax-compliant investing and regulatory reporting.

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