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THE COLERIDGE GROUP, LLC

UEI: C3QSAJJWYEZ9CAGE: 62PV9

THE COLERIDGE GROUP, LLC is a federal contractor, registered under UEI C3QSAJJWYEZ9 and CAGE code 62PV9. It has been awarded $722,375 across 12 federal contracts. Primary work spans Investment Advice, Offices of Lawyers, and All Other Legal Services. Top awarding agencies include Securities And Exchange Commission.

Contact Information

Registration and classification details

Registration

UEI Code

C3QSAJJWYEZ9

CAGE Code

62PV9

Entity Structure

Partnership or Limited Liability Partnership

Established

N/A

Business Classifications

232XPI

NAICS Codes

523940Portfolio Management and Investment Advice(Primary)

Federal Contracting Overview

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

AI Capability Profile

The Coleridge Group, LLC provides specialized expert services focusing on investment management and financial analysis. Their core capabilities center on providing expert witness services and technical advisory support, specifically within the domains of investment advice and portfolio management. T...

The Coleridge Group, LLC provides specialized expert services focusing on investment management and financial analysis. Their core capabilities center on providing expert witness services and technical advisory support, specifically within the domains of investment advice and portfolio management. They specialize in delivering high-level subject matter expertise to support complex financial investigations and legal proceedings. The company maintains a dedicated relationship with the Securities and Exchange Commission, where they consistently deliver expert services and witness testimony. Their work for the agency is primarily focused on providing technical expertise in investment management and financial oversight. Their industry focus is centered on investment advice, portfolio management, and legal support services. By operating across NAICS codes for investment advice and legal offices, they position themselves as a niche provider of financial forensic and advisory expertise for regulatory environments. Based in Phoenix, Arizona, the company is structured as a limited liability company.

Key Performance Metrics

Awards Count

0

All time

Active

0

Currently performing

Completed

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Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award Analytics & Distribution

Awards by Agency
Securities And Exchange Commission$722.4K100%
Awards by NAICS
523930 - Investment Advice$401.0K55.5%
541110 - Offices of Lawyers$150.7K20.9%
541199 - All Other Legal Services$91.0K12.6%
523940 - Portfolio Management and Investment Advice$79.8K11%
Awards by Agency Over Time
Awards by Place of Performance

Open opportunities in THE COLERIDGE GROUP, LLC's top NAICS codes and agencies

NAICS: 541110
New
Federal
National Qualified Representative Program
Solicitation # 15JPSS26Q00000059
The U.S. Department of Justice, through its JMD-Procurement Services Staff, is seeking a contractor to deliver comprehensive legal services under the National Qualified Representative Program, targeting unrepresented, detained individuals deemed incompetent to represent themselves in immigration proceedings by an Immigration Judge or the Board of Immigration Appeals. The contractor must provide qualified personnel to deliver non-personal legal representation, interpretation services in the respondent’s native language, and access to third-party experts or services as needed. The work spans nationwide locations including detention facilities and both detained and non-detained EOIR immigration courts, requiring a robust operational framework that includes Program Operation Plans for each qualified representative organization, staffing and training protocols, data management systems, and coordination with government representatives. The contract includes a base period from August 1, 2026, to July 31, 2027, with four optional one-year extension periods through July 31, 2031, and a potential six-month service extension under FAR 52.217-8. All services must adhere to the performance standards outlined in Attachment 1 (Performance Work Statement) and Attachment 5 (Performance Requirement Standards), with delivery of monthly status reports and other required documentation by strict deadlines. The contract will be awarded as a single Firm Fixed Price agreement, with evaluation based on a best value tradeoff that prioritizes technical approach, management approach, and past performance as significantly more important than price. Offerors must submit proposals in three structured volumes: Volume I detailing technical and management capabilities including transition plans and staffing, Volume II with pricing in MS Excel format, and Volume III with past performance data on no more than three recent contracts. Proposals must be received by August 10, 2026, at 10:00 a.m. Eastern Time, remain valid for 120 days post-deadline, and comply with strict formatting rules, including 12-point Times New Roman font, single-spacing, and page numbering. Offerors must be registered in SAM with a current UEI and TIN, submit a substantively acceptable subcontracting plan to remain eligible, and comply with extensive security and privacy requirements including FISMA, NIST SP 800-53, Privacy Act, and CUI handling protocols. Personnel may require Tier 1 background investigations or SF-85P forms depending on risk level, and contractors must disclose any organizational conflicts of interest. All deliverables must be clearly labeled with the contract number, deliverable
Jmd-Procurement Services Section

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4 days ago

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