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NAICS code

Portfolio Management and Investment Advice

NAICS code
523940
Latest action
Aug 6, 2026
Median award value
Not published

Fewer than the minimum comparable awards under this NAICS code.

Awards
191
Contractors
18

Largest awards under this code

AwardContractorAgencyPlaceFirst actionCurrent value
16PBGC24C0034

PORTFOLIO MANAGEMENT & INVESTMENT ADVICE

PUGH CAPITAL MANAGEMENT INCPension Benefit Guaranty CorporationWADec 28, 2023$3,043,474
16PBGC26C0006

EMERGING MARKETS EQUITY BRIDGE CONTRACT

AQR CAPITAL MANAGEMENT LLCPension Benefit Guaranty CorporationCTMar 27, 2026$3,000,000
16PBGC26C0004

EMERGING MARKETS EQUITY BRIDGE CONTRACT

LOS ANGELES CAPITAL MANAGEMENT LLCPension Benefit Guaranty CorporationCAMar 27, 2026$3,000,000
16PBGC24C0036

PORTFOLIO MANAGEMENT & INVESTMENT ADVICE

MERGANSER CAPITAL MANAGEMENT, LLCPension Benefit Guaranty CorporationMADec 28, 2023$2,859,454
86615525C00001

GLOBAL ESG INVESTMENT POLICY AND INVESTOR INTELLIGENCE: MONITOR GLOBAL ESG POLICY AND REGULATION CHANGES, IDENTIFY THOSE THAT HAVE POTENTIAL IMPACT ON GINNIE MAE, ANALYZE SUCH IMPACTS.

RECURSION CODepartment of Housing and Urban DevelopmentNYApr 14, 2026$2,717,457
16PBGC24C0037

PORTFOLIO MANAGEMENT SERVICES

NEW CENTURY ADVISORS LLCPension Benefit Guaranty CorporationDCDec 28, 2023$2,551,997
16PBGC24C0033

THE PURPOSE OF THIS MODIFICATION IS TO IMPLEMENT EXECUTIVE ORDER 14173, "ENDING ILLEGAL DISCRIMINATION AND RESTORING MERIT-BASED OPPORTUNITY."

LONGFELLOW INVESTMENT MANAGEMENT CO., LLCPension Benefit Guaranty CorporationDCApr 14, 2026$2,494,442
16PBGC24C0035

PORTFOLIO MANAGEMENT SERVICES

RAMIREZ ASSET MANAGEMENT, INC.Pension Benefit Guaranty CorporationDCDec 28, 2023$2,309,134
16PBGC26C0003

EMERGING MARKETS EQUITY BRIDGE CONTRACT

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INCPension Benefit Guaranty CorporationNYMar 27, 2026$2,213,650
16PBGC24C0038

PORTFOLIO MANAGEMENT SERVICES

NATIONAL INVESTMENT SERVICES OF AMERICA, LLCPension Benefit Guaranty CorporationDCDec 28, 2023$1,411,191
16PBGC26C0005

EMERGING MARKETS EQUITY BRIDGE CONTRACT

NINETY ONE NORTH AMERICA, INC.Pension Benefit Guaranty CorporationNYMar 27, 2026$1,214,286
77344426F0034

SWORD BRAZILIAN PORT PROJECT (CLI / AD PORTS)

KPMG LLPU.S. International Development Finance CorporationDCMar 17, 2026$1,000,225
16PBGC26C0001

THE PURPOSE OF THIS MODIFICATION IS TO IMPLEMENT EXECUTIVE ORDER 14173, "ENDING ILLEGAL DISCRIMINATION AND RESTORING MERIT-BASED OPPORTUNITY."

J. P. MORGAN INVESTMENT MANAGEMENT INC.Pension Benefit Guaranty CorporationDCApr 15, 2026$650,000
16PBGC26C0002

SPECIAL SITUATION INVESTMENT MANAGEMENT SERVICES (SSIMS)

CORPORATE REPAIR AND GROWTH STRATEGIES, INCPension Benefit Guaranty CorporationOHApr 8, 2026$602,958
77344426F0040

PROJECT NOMAD - UZBEKISTAN FINANCIAL TECHNOLOGY COMMERCIAL DUE DILIGENCE CONSULTANT

THE BOSTON CONSULTING GROUP INCU.S. International Development Finance CorporationDCMar 31, 2026$350,000
77344426F0045

PROJECT NOMAD - UZBEKISTAN FINANCIAL TECHNOLOGY FINANCIAL DUE DILIGENCE CONSULTANT

KPMG LLPU.S. International Development Finance CorporationDCApr 7, 2026$142,589
50310226C0012

EXPERT SERVICES

THE COLERIDGE GROUP, LLCSecurities and Exchange CommissionAZApr 9, 2026$79,751
20341526P00002

NDR - GLOBAL INVESTMENT SERVICE DATA - INCORPORATE CLAUSE 52.222-90 ADDRESSING DEI DISCRIMINATION BY FEDERAL CONTRACTORS (APR 2026)

NED DAVIS RESEARCH, INC.Department of the TreasuryFLJun 29, 2026$40,000
77344424D0025

THE PURPOSE OF THIS MODIFICATION IS TO CHANGE THE NAME OF THE IDIQ HOLDER FROM FINANCIAL MARKETS INTERNATIONAL INC TO ALVAREZ & MARSAL FEDERAL, LLC

ALVAREZ & MARSAL FEDERAL, LLCU.S. International Development Finance CorporationJun 26, 2026

Related records

Derived from awards these records share, ordered by how many.

Sources and method

Figures on this page are computed from public federal award records. Numbers are never estimated or generated; where a figure is withheld, the reason is stated rather than filled in.

Totals cover awards where the government recorded this NAICS code. Codes are taken as reported; awards are never reclassified into a different code.

  1. 1Awards are grouped by the NAICS code the government recorded on the award, taken from USAspending.gov and last refreshed Aug 10, 2026. Miscoded awards stay miscoded here; we do not reassign codes.
NAICS 523940 — Portfolio Management and Investment Advice federal contracts · BidBenchmark