NAICS 523940 · Portfolio Management And Investment Advice
1 open opportunities · 21 FY2025 awards · $23.8M obligated
Top contractors in this NAICS
- Recursion Co$2.7M
- Kpmg Llp$1.0M
Hunting recompetes here?
10+ contracts in this NAICS end within 18 months. The largest are listed below — incumbents and end dates included.
All expiring 523940 contracts →Open opportunities
- Independent Financial Advisors Vendor Pool
- Deadline
- Feb 28, 2027(176d)
- Agency
- MARITIME ADMINISTRATION
- Type
- Special Notice
- NAICS
- 523940
- Posted
- Jul 13, 2026
| Title | Agency | Type | NAICS | Posted | Deadline |
|---|---|---|---|---|---|
| Independent Financial Advisors Vendor Pool | MARITIME ADMINISTRATION | Special Notice | 523940 | Jul 13, 2026 | Feb 28, 2027(176d) |
Largest contracts ending within 18 months
- 16PBGC26C0004 ↗$3.0M
EMERGING MARKETS EQUITY BRIDGE CONTRACT
- Ends
- Mar 28, 2027
- Started
- Mar 26, 2026
- Agency
- Pension Benefit Guaranty Corporation
- NAICS
- 523940
- 16PBGC26C0006 ↗$3.0M
EMERGING MARKETS EQUITY BRIDGE CONTRACT
- Ends
- Mar 28, 2027
- Started
- Mar 26, 2026
- Agency
- Pension Benefit Guaranty Corporation
- NAICS
- 523940
- 16PBGC24C0036 ↗$2.1M
THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE AND FUND OPTION PERIOD ONE OF THE CONFORMED CONTRACT.
- Ends
- Dec 30, 2026
- Started
- Dec 31, 2023
- Agency
- Pension Benefit Guaranty Corporation
- NAICS
- 523940
- 16PBGC24C0034 ↗$2.1M
THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1.
- Ends
- Dec 30, 2026
- Started
- Dec 31, 2023
- Agency
- Pension Benefit Guaranty Corporation
- NAICS
- 523940
- 16PBGC24C0035 ↗$1.7M
THE MODIFICATION IS TO EXERCISE AND ADD FUNDING TO OPTION PERIOD ONE OF THE CONFORMED CONTRACT.
- Ends
- Dec 30, 2026
- Started
- Dec 31, 2023
- Agency
- Pension Benefit Guaranty Corporation
- NAICS
- 523940
- 16PBGC24C0033 ↗$1.7M
THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1 OF THE CONFORMED CONTRACT.
- Ends
- Dec 30, 2026
- Started
- Dec 31, 2023
- Agency
- Pension Benefit Guaranty Corporation
- NAICS
- 523940
- 16PBGC24C0037 ↗$1.7M
THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1 OF THE CONFORMED CONTRACT.
- Ends
- Dec 30, 2026
- Started
- Dec 31, 2023
- Agency
- Pension Benefit Guaranty Corporation
- NAICS
- 523940
- 16PBGC24C0038 ↗$1.0M
THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1 OF THE CONFORMED CONTRACT.
- Ends
- Dec 30, 2026
- Started
- Dec 31, 2023
- Agency
- Pension Benefit Guaranty Corporation
- NAICS
- 523940
- 16PBGC26C0005 ↗$750K
EMERGING MARKETS EQUITY BRIDGE CONTRACT
- Ends
- Nov 28, 2026
- Started
- Mar 26, 2026
- Agency
- Pension Benefit Guaranty Corporation
- NAICS
- 523940
- 16PBGC26C0001 ↗$650K
THE INVESTMENT MANAGEMENT ORGANIZATION RETAINED UNDER CONTRACT BY PBGC IS RESPONSIBLE FOR MONITORING INHERITED PRIVATE ASSET LIMITED PARTNERSHIP POSITIONS. RECOMPETE OF CONTRACT NUMBER PBGC01-CT-15-0031 FOR (PRIVATE MARKETS INVESTMENT MONITORING SE
- Ends
- Dec 30, 2026
- Started
- Dec 22, 2025
- Agency
- Pension Benefit Guaranty Corporation
- NAICS
- 523940
| PIID | Contractor | Description | Agency | NAICS | Obligated | Start | End |
|---|---|---|---|---|---|---|---|
| 16PBGC26C0004 ↗ | Los Angeles Capital Management LLC | EMERGING MARKETS EQUITY BRIDGE CONTRACT | Pension Benefit Guaranty Corporation | 523940 | $3.0M | Mar 26, 2026 | Mar 28, 2027 |
| 16PBGC26C0006 ↗ | Aqr Capital Management LLC | EMERGING MARKETS EQUITY BRIDGE CONTRACT | Pension Benefit Guaranty Corporation | 523940 | $3.0M | Mar 26, 2026 | Mar 28, 2027 |
| 16PBGC24C0036 ↗ | Merganser Capital Management, LLC | THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE AND FUND OPTION PERIOD ONE OF THE CONFORMED CONTRACT. | Pension Benefit Guaranty Corporation | 523940 | $2.1M | Dec 31, 2023 | Dec 30, 2026 |
| 16PBGC24C0034 ↗ | Pugh Capital Management INC | THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1. | Pension Benefit Guaranty Corporation | 523940 | $2.1M | Dec 31, 2023 | Dec 30, 2026 |
| 16PBGC24C0035 ↗ | Ramirez Asset Management, INC. | THE MODIFICATION IS TO EXERCISE AND ADD FUNDING TO OPTION PERIOD ONE OF THE CONFORMED CONTRACT. | Pension Benefit Guaranty Corporation | 523940 | $1.7M | Dec 31, 2023 | Dec 30, 2026 |
| 16PBGC24C0033 ↗ | Longfellow Investment Management Co., LLC | THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1 OF THE CONFORMED CONTRACT. | Pension Benefit Guaranty Corporation | 523940 | $1.7M | Dec 31, 2023 | Dec 30, 2026 |
| 16PBGC24C0037 ↗ | New Century Advisors LLC | THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1 OF THE CONFORMED CONTRACT. | Pension Benefit Guaranty Corporation | 523940 | $1.7M | Dec 31, 2023 | Dec 30, 2026 |
| 16PBGC24C0038 ↗ | National Investment Services Of America, LLC | THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1 OF THE CONFORMED CONTRACT. | Pension Benefit Guaranty Corporation | 523940 | $1.0M | Dec 31, 2023 | Dec 30, 2026 |
| 16PBGC26C0005 ↗ | Ninety One North America, INC. | EMERGING MARKETS EQUITY BRIDGE CONTRACT | Pension Benefit Guaranty Corporation | 523940 | $750K | Mar 26, 2026 | Nov 28, 2026 |
| 16PBGC26C0001 ↗ | J. P. Morgan Investment Management INC. | THE INVESTMENT MANAGEMENT ORGANIZATION RETAINED UNDER CONTRACT BY PBGC IS RESPONSIBLE FOR MONITORING INHERITED PRIVATE ASSET LIMITED PARTNERSHIP POSITIONS. RECOMPETE OF CONTRACT NUMBER PBGC01-CT-15-0031 FOR (PRIVATE MARKETS INVESTMENT MONITORING SE | Pension Benefit Guaranty Corporation | 523940 | $650K | Dec 22, 2025 | Dec 30, 2026 |