Municipal investments and investment managers (Brick City Clerk)

Beryl Lipton filed this request with the Brick City Clerk of Brick, NJ.
Multi Request Municipal investments and investment managers
Est. Completion None
Status
No Responsive Documents

Communications

From: Beryl Lipton


To Whom It May Concern:

Pursuant to the New Jersey Open Public Records Act, I hereby request the following records:

• A list of all Investment Management firms, Public Equity managers, public fixed-income account managers, or similar stock, bond, securities, and investment managers or management firms responsible for holdings, trading, or other manipulations of assets held by this agency or any division thereof.

• A list of all asset holdings by this agency or any division thereof, including any associated departments or funds. Please include all available segregable data, including, but not limited to, the company, the associated call symbol, the number of shares, and the value of said shares.

• All reports or responsive materials related to pension funds and other long term investments

• All filings provided to the Securities and Exchange Commission related to investments and holdings for any division under the responsibility of this jurisdiction for the period from January 1, 2014 through August 31, 2018.

If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.

The requested documents will be made available to the general public, and this request is not being made for commercial purposes.

In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.

Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 7 business days, as the statute requires.

Sincerely,

Beryl Lipton

From: Brick City Clerk

In response to your request and inquiry on the status, please see below the message I received back from the Brick Township CFO on August 29, 2018, whom I forwarded the request to:

“I called MuckRock back again because no one ever returned my call from the voicemail that I left on 8/27/18. So, after a discussion with Beryl Lipton, the requestor of the OPRA, I told her that the Township does not have any investments of the type that she is looking for. I don’t know if a verbal answer will suffice, or if you need to send her a N/A to her request to close out the OPRA.”

Therefore, we are considering this request closed.

Sincerely,

Jessica L. Larney, RMC/CMR
Assistant Municipal Clerk
Deputy Registrar
Brick Township, NJ

Files

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