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NAICS Code· 525990

Other Financial Vehicles

This industry comprises legal entities (i.e., funds (except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts)). Included in this industry are mortgage real estate investment trusts (REITs). Illustrative Examples: Closed-end investment funds Special purpose financial vehicles Collateralized mortgage obligations (CMOs) Unit investment trust funds Face-amount certificate funds Mortgage real estate investment trusts (REITs) Real estate mortgage investment conduits (REMICs) Cross-References.Show more

NAICS 525990 – Other Financial Vehicles encompasses specialized financial structures and entities established to facilitate government-funded initiatives that fall outside traditional banking or investment vehicles. This includes special-purpose entities, trust funds, revolving funds, and other non-depository financial mechanisms designed to manage, allocate, or leverage public capital for development, humanitarian, or international assistance programs.

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Active Contracts
$167K
Total Obligations (12mo)
2
Awarded Contracts (12mo)
2
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-9.3%
YoY Growth

Awarded Contractors

Companies that have received federal awards classified under NAICS 525990.

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NAICS 525990 FAQ

Frequently Asked Questions

NAICS code 525990 covers Other Financial Vehicles. This industry comprises legal entities (i.e., funds (except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts)). Included in this industry are mortgage real estate investment trusts (REITs). Illustrative Examples: Closed-end investment funds Special purpose financial vehicles Collateralized mortgage obligations (CMOs) Unit investment trust funds Face-amount certificate funds Mortgage real estate investment trusts (REITs) Real estate mortgage investment conduits (REMICs) Cross-References.

Recently Posted in Other Financial Vehicles

NAICS: 525990
Closed
SLED
Retirement Plan Recordkeeping & Administration PlatformThis contract involves providing a comprehensive recordkeeping and administration platform specifically for deferred compensation plans. The services required include managing account maintenance, processing contributions, tracking loans and distributions, and ensuring compliance with regulatory reporting requirements. The contract is classified under the NAICS code 525990, which pertains to other financial investment activities. It is a subcontract opportunity made available by the Central Purchasing agency of California, with the solicitation posted on May 20, 2026, and responses due by June 20, 2026. The platform aims to enhance the management of retirement plan data for deferred compensation programs, simplifying the administrative burden and improving accuracy and regulatory adherence. Although specific details about the place of performance and agency contact information are not provided, interested parties can access further information through the listed procurement portal. This opportunity focuses on improving financial recordkeeping and operational efficiency for retirement plans within the public sector.
Central Purchasing

POSTED

about 2 months ago

CLOSED

25 days ago
View Details
NAICS: 525990
Federal
R--DOE (EDF) Finance Advisory Standing List AmendmentEnergy Dominance Financing (EDF) is seeking financial advisory services to support the Department of Energy (DOE) in conducting credit analysis and evaluating various loan applications. This solicitation, issued by the Headquarters Procurement Services of the DOE, is aimed at obtaining expert assistance in assessing the financial viability and risks associated with loan requests to ensure informed decision-making. The contract pertains to NAICS code 525990, which covers financial advisory activities. The solicitation was posted on March 24, 2026, with a response deadline of April 2, 2026. The opportunity is managed through the DOE’s main office located in Washington, DC, and interested parties are encouraged to coordinate with the primary point of contact, Myron Waddell, for further information. This effort is critical to supporting the Department's financial operations by enhancing the evaluation process for loan applications under the Energy Dominance Financing program.
Headquarters Procurement Services

POSTED

3 months ago

DEADLINE

in 3 months
View Details
NAICS: 525990
Closed
SLED
BHA RFP # 2437-01 Boston Homeownership Accelerator Fund Pilot Program
PR001 - BHA Procurement

POSTED

4 months ago

CLOSED

3 months ago
View Details
NAICS: 525990
Closed
Federal
R--DOE EDF Financial Advisor FY26 Standing List
Headquarters Procurement Services

POSTED

4 months ago

CLOSED

4 months ago
View Details
NAICS: 525990
Closed
SLED
Recording Keeping 457 Plans for City of Aurora - RFPThis contract pertains to a solicitation titled "Recording Keeping 457 Plans for City of Aurora - RFP," issued by the Illinois Accounting agency for the City of Aurora. The solicitation was posted on December 23, 2025, with a response deadline of January 23, 2026. It involves providing record-keeping services for the City's 457 retirement plans. The contract is managed under the State, Local, and Education (SLED) sector, with the service location within Illinois. Key personnel involved include Vince Allegra as the Managing Director of Creative Planning based in Chicago, alongside consultant Jenni Friedman, who serves as the primary contact. The office handling this contract is located in Chicago. Contact details for inquiries include Jenni Friedman’s email and phone number, as well as the Aurora Purchasing Division as a secondary point of contact. The solicitation and related documents can be accessed through the specified procurement portal.
Accounting

POSTED

7 months ago

CLOSED

6 months ago
View Details
NAICS: 525990
Closed
SLED
Certificates of Participation, Series 2025_PD Aux BldgThe City of Brighton in Adams County, Colorado, is seeking proposals from direct lending institutions to issue approximately $6,150,000 in Certificates of Participation, Series 2025. The primary purpose of these certificates is to finance the acquisition of a building, referred to as the Purchased Property, which will be utilized by the City for its operational needs. The solicitation, numbered 25-0006, was posted on September 19, 2025, with a response deadline set for October 8, 2025. The project falls within the NAICS code 525990, indicating a focus on other financial vehicles and instruments. Interested parties are encouraged to contact Kelsey Archuleta via email at procurement@brightonco.gov for further details. The contract size is estimated to range between $5 million and $15 million, reflecting the scope of the financing arrangement. This solicitation is part of the City’s efforts to secure funding through Certificates of Participation, which are a form of lease financing used to fund public projects without issuing traditional bonds. The process aims to select a suitable lender capable of providing the necessary funds to facilitate the property acquisition, supporting the City’s infrastructure and operational objectives.
City of Brighton

POSTED

10 months ago

CLOSED

9 months ago
View Details
NAICS: 525990
Closed
SLED
Operational Investments Nonprofit Capital Grants
City of Lexington

POSTED

11 months ago

CLOSED

9 months ago
View Details
NAICS: 525990
Closed
SLED
Commercial Real Estate Data PlatformThe contract pertains to a Commercial Real Estate Analytics Service subscription platform designed to provide comprehensive data, analytics, and technological solutions tailored for the commercial real estate sector, specifically focusing on commercial mortgage-backed securities (CMBS), structured finance, and broader commercial real estate markets. The solicitation, identified as SS 17048-25, was posted on August 8, 2025, with a response deadline set for August 22, 2025. The contract is managed by the City of Jacksonville, Florida, an organization classified under the State, Local, Education, and Nonprofit (SLED) sector, with a contract value estimated to range between approximately $39,696 and $39,700. The primary point of contact for this procurement is Donica Golden, reachable via email at donicag@coj.net. The procurement process emphasizes adherence to Jacksonville’s established procedures for resolving disputes, as outlined in the City’s Procurement Protest Procedures effective from July 1, 2024. These procedures detail the rights of respondents to file protests concerning procurement decisions, including timelines, required documentation, and the administrative review process overseen by the Jacksonville Procurement Awards Committee (JPAC). The overarching goal of the contract is to facilitate access to advanced analytics and data solutions that support investment decisions and risk assessment in the commercial real estate and structured finance markets, ensuring transparency and compliance within Jacksonville’s procurement framework.
Jacksonville

POSTED

11 months ago

CLOSED

11 months ago
View Details
NAICS: 525990
Closed
SLED
FY26 Private Activity Bond Cap AllocationThe contract pertains to the FY26 Private Activity Bond Cap Allocation, issued through a Request for Proposal (RFP) by Washoe County, Nevada. Its primary objective is to solicit qualified proposals from interested parties to assist Washoe County in proposing to the State of Nevada the allocation of the Private Activity Bond Volume Cap capacity assigned to the County. The solicitation, identified as RFP-3281-25-0-2026/SMF, was posted on July 24, 2025, with a response deadline set for August 7, 2025. The contract is categorized as a solicitation and is intended for a project size ranging from a minimum of one million dollars up to fifty million dollars. Washoe County, a State and Local Government Entity (SLED), is the issuing agency, and the contract aims to facilitate the efficient allocation of bond capacity to support qualifying projects within Nevada. Additional details and the solicitation document can be accessed through the provided DemandStar link.
Washoe County

POSTED

12 months ago

CLOSED

11 months ago
View Details
NAICS: 525990
Closed
SLED
BB26-1 Subordinate Shared Appreciation Loan ProgramThe State of Utah Division of Purchasing, in collaboration with the Department of Workforce Services, is seeking to establish a contract through a competitive RFP process for the Subordinate Shared Appreciation Loan Program. The solicitation, identified as BB26-1, was posted on July 14, 2025, with a response deadline of July 28, 2025. The contract aims to select a single vendor based on the highest score determined by the procurement evaluation criteria, ensuring the vendor is responsible and responsive. The awarded contract will have a duration of one year, with the possibility of four additional one-year renewals, and the vendor must guarantee its pricing for the initial year. The project involves a contract value estimated between one million and five million dollars, with the NAICS code 525990 indicating a focus on other financial vehicles. The contract will be performed within Utah, and interested vendors can access further details and submit responses through the provided online portal. The procurement emphasizes selecting a vendor that can deliver the program effectively while maintaining price stability for the first year of the contract.
Division of Purchasing

POSTED

about 1 year ago

CLOSED

12 months ago
View Details
NAICS: 525990
Closed
SLED
D14-Camera and Lens-RFQ-2074The Ohio Department of Transportation (ODOT) is seeking to procure a high-end professional cinema camera system to upgrade its media production capabilities for recording and broadcasting purposes. The contract calls for a camera with a full-frame sensor capable of minimum 6K resolution at 60fps, compatible with advanced codecs such as Canon RAW Light and XF-AVC. Additional requirements include Dual Base ISO and Canon Log 2/3 for enhanced dynamic range, built-in motorized ND filters, a preferred RF lens mount with EF lens compatibility via adapter, and a sophisticated autofocus system with subject tracking and face detection. The system must also offer professional-grade I/O options, including XLR audio, SDI/HDMI output, timecode, genlock, and Ethernet, and support internal recording to CFexpress Type B cards with simultaneous proxy recording functionality. Durability and user customizability through active cooling, assignable buttons, and professional monitoring features such as waveform, LUTs, and false color are essential. Pricing should be provided for the camera body alone and any available bundles or accessories. The contract will commence upon award and remain active until all deliverables are accepted by ODOT. Contractors are expected to perform work primarily at their business location, with deliveries made to specified locations as needed. Bidders must comply with relevant Executive Orders concerning offshore services and data handling, and must submit documentation affirming where services will be performed and where any State data will be stored. The project has an estimated value ranging from $25,000 to $50,000, and responses are due by May 23, 2025.
DOT-Dept of Transportation

POSTED

about 1 year ago

CLOSED

about 1 year ago
View Details
NAICS: 525990
Closed
SLED
Financial Advisor(s)The Connecticut Housing Finance Authority (CHFA) is seeking proposals from qualified municipal advisory firms to serve as financial advisors for various bond issuance and related financial transactions. The scope includes providing guidance and performing key functions associated with the issuance or placement of single-family and multifamily bonds, debt instruments, securities, and derivatives such as mortgage-backed securities and swaps. The selected firms will assist in managing these complex financial activities, ensuring compliance and optimal structuring. Interested firms must submit their proposals electronically by May 30, 2025, and can find additional details on CHFA’s website. The contract size ranges from $500,000 to $2,000,000, and the project is managed by Shelly Mondo, with contact information provided for inquiries. CHFA emphasizes its commitment to equal opportunity employment and encourages qualified firms to participate in this solicitation.
Connecticut Housing Finance Authority

POSTED

about 1 year ago

CLOSED

about 1 year ago
View Details

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