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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 in 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

Websitewww.coleridgegroup.com

Address123 Main St, City, ST 12345

Registration

UEI Code

C3QSAJJWYEZ9

CAGE Code

62PV9

Entity Structure

Partnership or Limited Liability Partnership

Established

N/A

Business Classifications

For Profit OrganizationHispanic American OwnedMinority-Owned Business

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...

Key Performance Metrics

Awards Count

12

All time

Active

1

Currently performing

Completed

11

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

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Title Curative ServicesNorthbridge Housing Solutions is seeking a subcontractor to provide Title Curative Services for residential acquisition projects in North Little Rock, Arkansas. The selected provider will be responsible for performing legal analysis and preparing corrective instruments to resolve title defects, specifically focusing on properties involving heirship, tax delinquencies, and long-vacant statuses. The primary goal of the engagement is to clear clouded titles and deliver finalized corrective instruments to ensure clear title status for prime contractors. To qualify for this subcontract, the provider must hold a valid Arkansas law license and possess demonstrated experience in title curative work. Additionally, the contractor is required to maintain professional liability insurance with a minimum coverage of 1 million dollars. Interested parties must submit their responses by the deadline of November 23, 2026.

Northbridge Housing Solutions

POSTED

DEADLINE

in about 1 month

Real Estate Transactional Counsel & Closing DocumentationNorthbridge Housing Solutions is seeking a subcontractor for Real Estate Transactional Counsel and Closing Documentation to support residential acquisition projects in North Little Rock, Arkansas. The selected provider will be responsible for preparing and reviewing legal document packages, including the drafting of purchase contracts, deeds, closing checklists, and entity formation documents. Additionally, the role involves reviewing commercial loan packages, leases, and estoppel certificates in strict accordance with HUD 24 CFR Part 905 and the Uniform Relocation Act. To qualify for this engagement, the contractor must hold a valid Arkansas law license and maintain professional liability insurance of at least one million dollars. The primary deliverable is the completion of comprehensive acquisition packages. Interested parties must submit their responses by November 23, 2026.

Northbridge Housing Solutions

POSTED

DEADLINE

in about 1 month

Real Estate Title Examination and Opinion ServicesNorthbridge Housing Solutions is seeking a subcontractor to provide real estate title examination and opinion services for residential acquisition projects located in Pulaski County, Arkansas. The selected provider will be responsible for performing detailed title examinations and delivering written legal opinions for both single and multifamily parcels, including the provision of supplemental bring-down opinions for prime contractors. To qualify for this engagement, the service provider must employ an Arkansas-licensed supervising attorney with at least five years of experience in real property law and maintain professional liability insurance of one million dollars. Interested parties must submit their responses by November 23, 2026, for work to be performed in North Little Rock.

Northbridge Housing Solutions

POSTED

DEADLINE

in about 1 month

Legal Services and Title Opinions

Solicitation # 26-009-Q

Northbridge Housing Solutions, a SLED organization under the State of Arkansas, is soliciting quotes under RFQ No. 26-009-Q for legal services and title opinions to support the acquisition of various residential real properties for public housing in Pulaski County. The scope of work includes providing written title opinions, transactional counsel for acquisition document packages, and title curative work on an as-needed basis. The contract is a firm fixed-price per deliverable agreement with a total aggregate ceiling of 70,000 dollars. The initial term is one year, with two optional one-year renewals, for a maximum duration of three years. To be eligible, the supervising attorney must be licensed in Arkansas with at least five years of experience in real property law and a record of rendering at least fifteen written title opinions in Pulaski County within the last 36 months. Bidders must provide evidence of professional liability insurance of at least 1,000,000 dollars per claim and comply with HUD requirements, including 24 CFR Part 905 and the Uniform Relocation Act. Award will be based on the highest total score rather than the lowest price, following a pass/fail evaluation of minimum qualifications. Quotes must be submitted as a single searchable PDF or in paper format by November 23, 2026, at 2:00 p.m. Central Time.

Northbridge Housing Solutions

POSTED

DEADLINE

in about 1 month

FOIA and Privacy Act (PA) Program AdministrationThis 8(a) set-aside subcontract for the Department of Defense involves providing specialized administrative support for FOIA and Privacy Act programs at W6QM Micc-Carlisle Barracks in Carlisle, Pennsylvania. The scope of work focuses on processing requests, redacting sensitive information using specialized software, and maintaining tracking databases to ensure strict legal compliance. Key deliverables include processed FOIA/PA requests and detailed compliance reports. To qualify for this engagement, contractors must maintain a Secret security clearance and adhere to NIST SP 800-171 standards for handling Controlled Unclassified Information. The opportunity was posted on October 13, 2026, with a response deadline of November 16, 2026, falling under NAICS code 541199.

W6QM Micc-Carlisle Barracks

POSTED

DEADLINE

in about 1 month

Mortgage-Style Tax Foreclosure Legal CounselThe County of Guilford is seeking a licensed North Carolina legal counsel to serve as a subcontractor for mortgage-style tax foreclosure proceedings. The selected provider will be responsible for initiating and managing foreclosure actions in accordance with North Carolina General Statute 105-374, representing both the County and various municipalities in court to ensure the successful transfer of property titles. This opportunity is categorized under NAICS code 541110 for legal services. Interested parties must submit their responses by November 6, 2026, to provide the necessary legal representation and execution of foreclosure proceedings for prime contractors working on Tax Department projects.

County of Guilford

POSTED

DEADLINE

Mortgage-Style Legal Foreclosure Services for Guilford County Tax Department

Solicitation # 20349

The Guilford County Purchasing Department is soliciting proposals from qualified firms to provide mortgage-style tax foreclosure legal services for Guilford County and its represented municipalities. All services must be performed in accordance with North Carolina General Statute 105-374. The county reserves the right to award the contract to a single provider or multiple providers based on their qualifications and ability to meet the specific needs of the county as determined by the evaluation criteria set forth in the request for proposals. This solicitation, identified by number 20349, was posted on October 13, 2026, with a response deadline of November 6, 2026. Interested parties must submit their proposals through the Guilford County Vendor Self Service automated bidding system. The primary point of contact for this procurement is Christol Murphy, and the place of performance is within the state of North Carolina.

County of Guilford

POSTED

DEADLINE

Notice of Solicitation Opportunity: Legal Services for the Broward Legislative Delegation Office

Solicitation # Solicitation Number: 20261023

The Broward Legislative Delegation Office is soliciting proposals for legal counsel to support its mission of facilitating the legislative process between various government levels and Broward County citizens. Qualified applicants must possess at least fifteen years of legal experience, with specific expertise in Florida Constitutional Law, Florida Local Government Law, and the operations of the Florida Legislature. Additionally, candidates are expected to reside or work primarily within Broward County. Law firms submitting proposals must identify all attorneys who may provide services to the Delegation. Proposals must be submitted electronically to Executive Director Bob Mayersohn or delivered as a hard copy to the office in Fort Lauderdale by 5:00 PM on Friday, October 23, 2026. The selected counsel will enter into a formal contract, which explicitly states that the Delegation will not reimburse payments made to third-party legal research providers.

POSTED

DEADLINE

Bond Arbitrage Compliance SpecialistThe Bond Arbitrage Compliance Specialist subcontract for Broward County in Florida requires a CPA firm or specialized financial consultant to manage annual arbitrage liability calculations for prime contractors. The selected provider will utilize financial modeling software to review bonded debt obligations, ensuring strict adherence to bond covenants and applicable tax laws. The primary deliverable for this engagement is the production of annual arbitrage liability calculation reports. Interested parties should note the solicitation was posted on October 12, 2026, with a response deadline of October 16, 2026. This opportunity falls under NAICS code 541110 for accounting services.

POSTED

DEADLINE

ERISA Fiduciary and Investment Management ServicesThis subcontract for ERISA Fiduciary and Investment Management Services supports the Lafayette Parish School System by providing core investment advisory and fiduciary oversight for 403(b) projects. The selected provider will act as an express ERISA 3(21) or 3(38) fiduciary, responsible for drafting and updating Investment Policy Statements and ensuring strict compliance with IRS 403(b) regulations and SECURE 2.0 updates. In addition to regulatory monitoring, the contractor will deliver a managed investment portfolio and detailed compliance reports. The scope of work includes providing essential governance support to the Board Insurance Committee to maintain the integrity and performance of the system's investment strategies.

Lafayette Parish School System

POSTED

DEADLINE

in about 1 month

RFP# 11-27, 403(b) Investment & Advisory Services

Solicitation # 11-27

The Lafayette Parish School System is soliciting proposals under RFP# 11-27 for a qualified investment consulting and advisory firm to serve as the Investment Advisor for its 403(b) Defined Contribution Plan. The plan currently manages approximately 28 million dollars in assets for roughly 1,320 participants. The primary objectives of this engagement are to reduce member costs, streamline operations by consolidating over 18 million dollars in legacy assets, and implement a comprehensive member education strategy. The selected advisor must act as an express ERISA fiduciary, either as a 3(21) non-discretionary co-fiduciary or a 3(38) discretionary investment manager, and ensure compliance with IRS 403(b) regulations, SECURE 2.0 updates, and state public school retirement mandates. The contract is intended for an initial five-year term with options for one-year renewals. Compensation will be based on asset thresholds, requiring a flat annual fee for assets up to 15 million dollars and either a flat or asset-based fee for assets between 15 million and 30 million dollars; third-party compensation such as commissions or 12b-1 fees is strictly prohibited. Proposals must be submitted electronically via Beacon Bid and in six physical copies by November 17, 2026, at 2 PM CST. To ensure a blind review, all submissions must be strictly anonymized, omitting all firm names and logos. Evaluation is based on a 170-point scale, with the highest weight placed on fiduciary status and compensation. Finalists must present in person to the Board Insurance Committee to avoid automatic disqualification, with the final contract award scheduled for December 10, 2026.

Lafayette Parish School System

POSTED

DEADLINE

in about 1 month

RFP 27-001 Legal Services Addendum 1

Solicitation # 27-001

The City Schools of Decatur is soliciting proposals under RFP 27-001 for professional legal services, specifically seeking Board of Education Legal Counsel, District/Administrative Legal Counsel, or both. The scope of work includes expertise in Georgia school law, K-12, charter systems, and public-sector legal frameworks, with a particular focus on labor and employment matters and litigation. While remote service delivery is permitted, in-person attendance is mandatory for Board of Education meetings, executive sessions, hearings, and other legal proceedings. Proposals must be submitted by October 20, 2026, at 1:30 p.m. EDT, consisting of one original, six printed copies, and one electronic copy on a USB drive. The pricing proposal must be submitted in a separate sealed envelope. Award selection is based on the best overall value, evaluating the firm's qualifications, capabilities, and ability to cover the full scope of requested services. Key requirements include the submission of several appendices covering pricing, Georgia immigration and security forms, subcontractor affidavits, and any proposed exceptions or modifications. Offerors must provide comprehensive disclosures regarding conflicts of interest, including any representations adverse to a school district within the last ten years. Additionally, the selected provider must maintain general, automobile, umbrella, and cyber liability insurance. Compliance with O.C.G.A. § 13-10-91 regarding E-Verify is required for all subcontractors.

City Schools of Decatur

POSTED

DEADLINE

Special Legal Counsel (Specialized Litigation)This subcontract opportunity is for Special Legal Counsel specializing in litigation to provide representation for prime contractors on South Jersey Ports legal services projects. The selected provider will be responsible for conducting trials, appeals, and legal proceedings, as well as developing strategies for complex regulatory issues and delivering expert legal opinions and case-specific filings. Qualified candidates must be licensed attorneys admitted to practice in the State of New Jersey. The solicitation was posted on October 9, 2026, with a response deadline of November 17, 2026. This requirement falls under NAICS code 541110 for legal services.

South Jersey Ports

POSTED

DEADLINE

in about 1 month

Solicitation # 49499

South Jersey Ports is soliciting proposals for General Legal Counsel services under solicitation number 49499. The agency seeks to appoint an individual attorney or a law firm, all of whom must be admitted to practice law in New Jersey, for a two year term. The selected counsel will be appointed by a majority vote of the Board of Directors and will serve until a successor is qualified. Primary responsibilities include providing legal representation and advisory assistance to the Board of Directors and CEO, attending board meetings to offer legal rulings, preparing and approving legal instruments, and managing litigation, trials, and appeals subject to board approval. The counsel is also responsible for maintaining all records of proceedings and transitioning these materials to their successor upon termination. The solicitation requires strict adherence to New Jersey state regulations, specifically N.J.S.A. 19:44A-20.27, which mandates that business entities receiving contracts exceeding 50,000 dollars from public entities file annual political contribution disclosures with the New Jersey Election Law Enforcement Commission. Bidders must submit a disclosure affidavit certifying these contributions and warranting that no unauthorized selling agencies or third parties were employed to secure the contract via commission or contingent fees. While the General Legal Counsel manages the agency's legal affairs, they may recommend the appointment of special counsel to the Board of Directors for specific needs.

South Jersey Ports

POSTED

DEADLINE

in about 1 month

Bond Counsel (Legal Services)This subcontract opportunity is for a Bond Counsel to provide specialized legal services for prime contractors working on South Jersey Ports projects. The selected provider will be responsible for preparing and supervising legal documents for bond authorization and issuance, drafting Private Placement Memoranda and Official Statements, and securing necessary governmental rulings and approvals. Additionally, the role involves rendering formal legal opinions regarding investor eligibility and securities provisions. Qualified candidates must be licensed to practice law in New Jersey and possess at least seven years of experience serving as bond counsel for New Jersey governmental agencies. The primary deliverables for this engagement include bond authorization documents and formal legal opinions. Interested parties must submit their responses by November 17, 2026.

South Jersey Ports

POSTED

DEADLINE

in about 1 month

Solicitation # 49498

South Jersey Ports is soliciting professional services for a Bond Counsel to support its Board of Directors. The selected counsel will be responsible for managing bond proceedings, including the preparation and supervision of documents necessary for the authorization, issuance, sale, and delivery of bonds. Key deliverables include assisting with the creation of official statements or private placement memoranda and rendering legal opinions regarding state and federal securities provisions, investor eligibility, and the validity of security agreements. Qualified applicants must possess all necessary certifications to practice as Bond Counsel in the State of New Jersey and have a minimum of seven years of experience serving governmental agencies within the state. The appointment is for an initial term of one year, with an option for a one-year extension under the same rates and terms, and is subject to a majority vote by the SJPC Board of Directors. Additionally, contractors must comply with New Jersey Election Law Enforcement Commission disclosure requirements for contracts exceeding 50,000 dollars and warrant that no unauthorized commissions or fees were used to secure the contract.

South Jersey Ports

POSTED

DEADLINE

in about 1 month

Legal Case Management and Records SupportThis subcontract for Legal Case Management and Records Support provides essential administrative and record-keeping services for prime contractors working on labor counsel projects for South Jersey Ports. The selected provider is responsible for maintaining comprehensive records of all action suits and proceedings, organizing case files related to labor disputes, and utilizing legal case management software to generate detailed status reports for the CEO or the Board. The contract falls under NAICS code 541199 and requires the delivery of meticulously maintained case records and regular status updates. Interested parties must submit their responses by November 17, 2026, at 3:00 PM.

South Jersey Ports

POSTED

DEADLINE

in about 1 month

Labor and Employment Legal CounselThis subcontract opportunity is for Labor and Employment Legal Counsel to provide comprehensive legal representation and advisory services for prime contractors working with South Jersey Ports. The selected counsel will manage a wide range of labor-related matters, including representing the agency in litigation, trials, and appeals, as well as handling disciplinary actions, mediations, and arbitrations. Key responsibilities include negotiating labor agreements and delivering formal written legal opinions. Qualified candidates must be admitted to the New Jersey Bar to perform these services. The solicitation was posted on October 9, 2026, with a response deadline of November 17, 2026. This project falls under NAICS code 541110 and is focused on ensuring professional legal oversight for labor disputes and contractual agreements within the state of New Jersey.

South Jersey Ports

POSTED

DEADLINE

in about 1 month