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← 52 Finance and Insurance

523 Securities, Commodity Contracts, and Other Financial Investments and Related Activities

  1. 523910Miscellaneous Intermediation
  2. 523940Portfolio Management and Investment Advice

All sectors

  1. 11Agriculture, Forestry, Fishing and Hunting
  2. 21Mining, Quarrying, and Oil and Gas Extraction
  3. 22Utilities
  4. 23Construction
  5. 31-33Manufacturing
  6. 42Wholesale Trade
  7. 44-45Retail Trade
  8. 48-49Transportation and Warehousing
  9. 51Information
  10. 52Finance and Insurance
  11. 53Real Estate and Rental and Leasing
  12. 54Professional, Scientific, and Technical Services
  13. 56Administrative and Support and Waste Management and Remediation Services
  14. 61Educational Services
  15. 62Health Care and Social Assistance
  16. 71Arts, Entertainment, and Recreation
  17. 72Accommodation and Food Services
  18. 81Other Services (except Public Administration)
  19. 92Public Administration

523940 Portfolio Management and Investment Advice: federal contract awards

Federal agencies obligated $15.7 million on contracts coded 523940 from July 1, 2025 to June 30, 2026. They made 11 new awards with a median of $650,000. Small businesses received 43% of the money.

Contract obligations
$15.7 millionJul 2025 to Jun 2026
New awards
11signed in the window
Median new award
$650,000obligated to date
Small-business share
43%$6.7 million

Which federal offices buy 523940 work

The five awarding offices with the largest obligations under 523940, Jul 2025 to Jun 2026
Awarding officeDepartmentObligationsShare of 523940
Pension Benefit Guaranty CorporationPBGC$13.0 million83%
U.S. International Development Finance CorporationDFC$1.4 million9%
Department of Housing and Urban DevelopmentHUD$1.2 million8%
Securities and Exchange CommissionSEC$79,7511%
Bureau of the Fiscal ServiceTREAS$40,0000%

Which companies received 523940 awards

The five recipients with the largest obligations under 523940, Jul 2025 to Jun 2026, as named in USAspending
RecipientObligationsShare of 523940
LOS ANGELES CAPITAL MANAGEMENT LLC$3.0 million19%
AQR CAPITAL MANAGEMENT LLC$3.0 million19%
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC$1.4 million9%
RECURSION CO$1.2 million8%
PUGH CAPITAL MANAGEMENT INC$1.1 million7%

How the 523940 money was set aside

Share of obligations by the set-aside type recorded on each contract action. Orders under larger contract vehicles often record none.

8(a)7.7%$1.2 million
No set-aside used84%$13.1 million
No set-aside type recorded8.8%$1.4 million

Open for bids on SAM.gov on September 29, 2026

The SAM.gov extract of September 29, 2026 had no open solicitation, presolicitation or sources sought notice coded 523940. New notices can be posted on any business day; the live list is on SAM.gov Contract Opportunities.

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The daily digest emails you the notices posted on SAM.gov under 523940 and up to nine more codes, in the states you choose, each with its response deadline, set-aside and SAM.gov link, and the award figures on this page for context. $149 a year.

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Award figures: USAspending.gov, contract award types A to D (BPA calls, purchase orders, delivery orders, definitive contracts), action dates July 1, 2025 to June 30, 2026, retrieved September 29, 2026. Open notices: SAM.gov Contract Opportunities public extract of September 29, 2026. How each figure is defined.