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NINETY ONE NORTH AMERICA, INC.

UEI: NU1ZXK7GC3N3CAGE: 7FMD0

NINETY ONE NORTH AMERICA, INC. is a federal contractor, registered under UEI NU1ZXK7GC3N3 and CAGE code 7FMD0. It has been awarded $24,942,838 across 2 federal contracts. Primary work spans Portfolio Management and Portfolio Management and Investment Advice. Top awarding agencies include Pension Benefit Guaranty Corporation.

Contact Information

Registration and classification details

Registration

UEI Code

NU1ZXK7GC3N3

CAGE Code

7FMD0

Entity Structure

Corporate Entity (Not Tax Exempt)

Established

N/A

Business Classifications

202X

NAICS Codes

523940Portfolio Management and Investment Advice(Primary)
523999Miscellaneous Financial Investment Activities
525910Open-End Investment Funds

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

NINETY ONE NORTH AMERICA, INC. specializes in portfolio management services tailored to federal financial oversight entities, with a demonstrated focus on implementing precise financial compliance and electronic invoicing protocols. Their core capabilities center on the design and integration of fin...

NINETY ONE NORTH AMERICA, INC. specializes in portfolio management services tailored to federal financial oversight entities, with a demonstrated focus on implementing precise financial compliance and electronic invoicing protocols. Their core capabilities center on the design and integration of financial systems that support transparent, audit-ready transaction workflows, particularly under time-and-materials and fixed-price contract structures. The contractor brings technical proficiency in federal financial regulations, including the implementation of clause 52.232-7009 for electronic invoice processing via government-mandated platforms, ensuring alignment with Treasury and GSA standards. Their work emphasizes operational discipline in financial reporting, automated compliance tracking, and system interoperability within constrained federal budget environments. The company’s primary agency relationship is with the Pension Benefit Guaranty Corporation, where they provide financial management support critical to safeguarding private pension plans. Their engagement reflects a deep understanding of federal pension fund governance, financial accountability, and regulatory reporting requirements specific to defined benefit plans. This singular but targeted relationship suggests a niche specialization in pension finance infrastructure rather than broad-based federal contracting. Their primary NAICS code, 523920—Portfolio Management—indicates a focus on strategic financial asset oversight, including risk assessment, cash flow modeling, and investment compliance within government trust funds. This positions them as a specialist in public-sector financial stewardship rather than commercial investment advisory. NINETY ONE NORTH AMERICA, INC. is a small business structured as a 2L entity, headquartered in New York, NY. While they currently hold no formal government certifications, their operational footprint is defined by precision in financial compliance and electronic reporting systems. Their market presence is narrowly focused on federal financial oversight functions, leveraging technical rigor over scale to serve mission-critical financial accountability needs.

Key Performance Metrics

Awards Count

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Award Analytics & Distribution

Awards by Agency
Pension Benefit Guaranty Corporation$24.9M100%
Awards by NAICS
523920 - Portfolio Management$24.2M97%
523940 - Portfolio Management and Investment Advice$750.0K3%
Awards by Agency Over Time
Awards by Place of Performance

Open opportunities in NINETY ONE NORTH AMERICA, INC.'s top NAICS codes and agencies

NAICS: 523940
Federal
National Security Fund Finance (“NSFF”) Program
Solicitation # WHSAD0819
The National Security Fund Finance (NSFF) Program, administered by the Office of Strategic Capital (OSC) within the Department of War, is a fund-level financing initiative designed to scale private capital investment in critical minerals and materials supply chains vital to U.S. national security. The program provides credit facilities in the form of loans to qualified, SEC-registered investment fund managers. These managers use the OSC loans in combination with private capital to invest in portfolio companies that address national security gaps, shortages, and vulnerabilities. As a condition of the funding, the OSC must receive a right of first offer to purchase the portfolio company's output, services, or capacity at market prices for at least 10 years. The selection process involves a multi-stage evaluation focusing on economic and national security alignment, the firm's investment track record, creditworthiness, and the alignment of manager incentives with the OSC mission. Key evaluation criteria include the firm's commitment to reshoring, foreign ownership restrictions, and the ability for the Department of War to direct production output during conflicts. Proposals must be submitted by November 1, 2026, and must include four specific volumes covering eligibility, investment strategy, and any proposed revisions to the summary terms and conditions. Funding is contingent upon the availability of appropriations, and the program utilizes a fee structure including a 100 basis point initial due diligence and underwriting fee and a draw fee ranging from 150 to 200 basis points.
Washington Headquarters Services (whs)

POSTED

11 days ago

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