NAICS codes › 523940
NAICS 523940 — Portfolio Management and Investment Advice: federal contracts
1 open federal contract opportunity classified under NAICS 523940 (Portfolio Management and Investment Advice) on SAM.gov, refreshed nightly.
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Who buys NAICS 523940
| Agency | Obligations, 24 mo | Actions |
|---|---|---|
| Pension Benefit Guaranty Corporation | $28.9M | 11 |
| Department of Housing and Urban Development (HUD) | $2.6M | 1 |
| U.S. International Development Finance Corporation | $1.9M | 5 |
| Securities and Exchange Commission | $80K | 1 |
| Department of the Treasury | $40K | 1 |
Who wins NAICS 523940 work
| Contractor | Obligations, 24 mo | Awards |
|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | $5.5M | 1 |
| PGIM, INC. | $4.6M | 1 |
| WELLINGTON MANAGEMENT COMPANY LLP | $3.2M | 1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3.0M | 1 |
| AQR CAPITAL MANAGEMENT LLC | $3.0M | 1 |
| RECURSION CO | $2.6M | 1 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | $2.5M | 1 |
| GOLDMAN SACHS ASSET MANAGEMENT, L.P | $2.4M | 1 |
| SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | $2.2M | 1 |
| KPMG LLP | $1.5M | 3 |
NAICS 523940 contracts expiring in the next 18 months
17 contracts worth $36.0M. The largest:
| Incumbent | Buyer | What | Value | Ends | Est. solicitation | Record |
|---|---|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | Pension Benefit Guaranty Corporation | 523940 Portfolio Management and Investment Advice | $5.5M | 30 June 2027 | ~Q1 2027 | Details |
| PGIM, INC. | Pension Benefit Guaranty Corporation | 523940 Portfolio Management and Investment Advice | $4.6M | 30 June 2027 | ~Q1 2027 | Details |
| WELLINGTON MANAGEMENT COMPANY LLP | Pension Benefit Guaranty Corporation | 523940 Portfolio Management and Investment Advice | $3.2M | 30 June 2027 | ~Q1 2027 | Details |
| PUGH CAPITAL MANAGEMENT INC | Pension Benefit Guaranty Corporation | 523940 Portfolio Management and Investment Advice | $3.0M | 31 December 2026 | Now / imminent | Details |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Pension Benefit Guaranty Corporation | 523940 Portfolio Management and Investment Advice | $3.0M | 29 March 2027 | Now / imminent | Details |
| AQR CAPITAL MANAGEMENT LLC | Pension Benefit Guaranty Corporation | 523940 Portfolio Management and Investment Advice | $3.0M | 29 March 2027 | Now / imminent | Details |
| ALLSPRING GLOBAL INVESTMENTS, LLC | Pension Benefit Guaranty Corporation | 523940 Portfolio Management and Investment Advice | $2.5M | 30 June 2027 | ~Q1 2027 | Details |
| LONGFELLOW INVESTMENT MANAGEMENT CO., LLC | Pension Benefit Guaranty Corporation | 523940 Portfolio Management and Investment Advice | $2.5M | 31 December 2026 | Now / imminent | Details |
| GOLDMAN SACHS ASSET MANAGEMENT, L.P | Pension Benefit Guaranty Corporation | 523940 Portfolio Management and Investment Advice | $2.4M | 30 June 2027 | ~Q1 2027 | Details |
| SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | Pension Benefit Guaranty Corporation | 523940 Portfolio Management and Investment Advice | $2.2M | 29 November 2026 | Now / imminent | Details |
Every expiring NAICS 523940 contract →
Contracts and task orders from USASpending.gov (FPDS) whose period of performance ends within 18 months, valued at $25K or more, excluding IDIQ ceilings and government-owned, contractor-operated facility contracts. Co-terminous orders from the same vendor, agency, NAICS and PSC ending in the same month are grouped. The solicitation date is an estimate (about six months before the contract ends): FedSift does not know whether a follow-on has been posted, so check SAM.gov.
Open solicitations by set-aside
| Set-aside | Open |
|---|---|
| Unrestricted (full and open) | 1 |
From the set-aside SAM.gov declares on each open notice.
Who counts as small under this code
FedSift does not hold the SBA size standard for NAICS 523940. Check SBA's table of size standards before relying on small-business status.
Each solicitation carries exactly one NAICS code, and that code — not a related one in the same family — decides who counts as small.
One code, chosen by the contracting officer, decides who counts as small. A related code in the same family does not qualify you, and the assignment itself can be appealed to SBA OHA.
Source: FAR 19.102, current as of 07 August 2026 · eCFR.
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