What government contracts are available for NAICS 523940?

There are currently 35 active contract opportunities classified under NAICS 523940 (Portfolio Management and Investment Advice), representing $11,715,375 in total obligations over the last 12 months. Browse all NAICS 523940 contracts .

Who are the top companies winning NAICS 523940 contracts?

Top contractors winning awards under NAICS 523940 include LOS ANGELES CAPITAL MANAGEMENT LLC, AQR CAPITAL MANAGEMENT LLC, SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC, KPMG LLP, and NINETY ONE NORTH AMERICA, INC.. These companies have received the highest contract values in this NAICS code over the last 12 months. View the full contractor list .

Which agencies award the most NAICS 523940 contracts?

The agencies awarding the most contracts under NAICS 523940 include Pension Benefit Guaranty Corporation, U.S. International Development Finance Corporation, Securities And Exchange Commission, and Department Of The Treasury. These agencies represent the largest sources of procurement activity for Portfolio Management and Investment Advice.

How do I find government contracts for NAICS 523940?

To find government contracts for NAICS 523940 (Portfolio Management and Investment Advice), start by searching on CLEATUS where you can filter by NAICS code, agency, set-aside type, and more. Register your business on SAM.gov with NAICS 523940 listed in your entity profile. Monitor new solicitations, review incumbent contractors, and analyze agency spending patterns to prepare competitive proposals. Browse NAICS 523940 opportunities now .

What is the market trend for NAICS 523940?

Government spending on NAICS 523940 (Portfolio Management and Investment Advice) has grown by 298.1% year-over-year. In the last 12 months, 11 contracts worth $11,715,375 were awarded to 10 unique contractors. This upward trend signals increasing opportunity for contractors in this space.

← Back to NAICS Codes

NAICS Code· 523940

NAICS 523940: Portfolio Management and Investment Advice

Name: Government Contract Statistics for NAICS 523940 — Portfolio Management and Investment Advice
Creator: CLEATUS
License: https://www.cleat.ai/terms-conditions

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Illustrative Examples: Financial planning services, customized, fees paid by client Investment advisory services, customized, fees paid by client Managing trusts Portfolio fund managing Cross-References.Show more

NAICS 523940 – Portfolio Management and Investment Advice encompasses professional services related to the strategic oversight, asset allocation, risk assessment, and performance monitoring of financial portfolios on behalf of government entities. This includes advisory services for public pension funds, trust accounts, endowments, and other government-held investment vehicles, as well as the development of investment policies, compliance frameworks, and fiduciary governance structures.

Active Contracts

$11.7M

Total Obligations (12mo)

Awarded Contracts (12mo)

Contractors Awarded (12mo)

Median Bidders per Award

+298.1%

YoY Growth

Awarded Contractors

Companies that have received federal awards classified under NAICS 523940.

NAICS 523940 FAQ

Frequently Asked Questions

NAICS code 523940 covers Portfolio Management and Investment Advice. This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Illustrative Examples: Financial planning services, customized, fees paid by client Investment advisory services, customized, fees paid by client Managing trusts Portfolio fund managing Cross-References.