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Treasurer reports $465.5M pooled investments; county investment returns outperformed benchmark
Lake County Board of Supervisors · November 19, 2025
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Summary
County Treasurer Patrick Sullivan and Chandler Asset Management reported Sept. 30 pooled-investment performance: portfolio valued at about $465.5 million, yield‑to‑maturity ~4.31%, and 12‑month total return ~4.32%; the board accepted the reports.
County Treasurer-Tax Collector Patrick Sullivan and portfolio manager Carlos from Chandler Asset Management presented the county’s quarterly pooled‑investment reports for the periods ending June 30 and Sept. 30, 2025.
Sullivan told the board the consolidated program was valued at about $465.5 million as of Sept. 30, with a portfolio…
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