Industry codes · NAICS 523940
Government contracts for Portfolio Management and Investment Advice
1 open right now. Every federal award under NAICS 523940 since fiscal year 2024: who buys, who wins, how big the awards are and how much competition they draw.
Open right now
1
federal, DLA and state/local
Contracts awarded
31
$52M to 26 companies
Typical award
$1.3M
usually $218K to $2.9M
One-bid contracts
33%
3 of 9 competed awards
Set aside
3%
reserved for small businesses or programs
Open right now
Closing soonest first. Open any of them free for the price history, who usually bids and what to bid.
Independent Financial Advisors Vendor Pool
SAM.gov · closes Feb 28 · est. $3.3M–$9.1M
Awards by fiscal year
FY2024
12 · $11M
FY2025
1 · $2.6M
FY2026
18 · $39M
Who buys
Pension Benefit Guaranty Corp
Pension Benefit Guaranty Corporation · 18 awards · $46M · 14% one bid
Office Of Acquisition
United States International Development Finance Corporation · 8 awards · $3.2M
Cpo : Gnma Support Division
Housing And Urban Development, Department Of · 1 award · $2.6M
Arc Div Proc Svcs - Do
Bureau Of The Fiscal Service · 1 award · $211K
Usda, Ocp-Pod-Acq-Mgmt-Branch-Ftc
Usda, Departmental Administration · 1 award · $193K
Fa5613 700 Cons Pk
Dept Of The Air Force · 1 award · $150K
Securities And Exchange Commission
Securities And Exchange Commission · 1 award · $80K
Who wins
Kpmg LLP
5 wins · $2.4M
The Boston Consulting Group INC
2 wins · $536K
Pacific Investment Management Company LLC
1 win · $5.5M
Pgim, INC.
1 win · $4.6M
Los Angeles Capital Management LLC
1 win · $3.9M
Aqr Capital Management LLC
1 win · $3.9M
Corporate Repair And Growth Strategies, INC
1 win · $3.3M
J. P. Morgan Investment Management INC.
1 win · $3.3M
What gets bought
Support- Management: Financial · 23Support- Management: Other · 4Support- Professional: Expert Witness · 1Support- Professional: Engineering/Technical · 1Newspapers And Periodicals · 1IT And Telecom - Application Development Software (Perpetual License Software) · 1
Ending in the next 12 months
These will likely be re-bid. The incumbent and the price are public now.
Pacific Investment Management Company LLC. - (Pbgc01ct160020) Bridge
Pacific Investment Management Company LLC · Pension Benefit Guaranty Corp · ends Jun 2027 · $5.5M · won with 1 bid
Pgim, INC. - (Pbgc01ct160015) Bridge
Pgim, INC. · Pension Benefit Guaranty Corp · ends Jun 2027 · $4.6M · won with 1 bid
Emerging Markets Equity Bridge Contract
Los Angeles Capital Management LLC · Pension Benefit Guaranty Corp · ends Jun 2027 · $3.9M · won with 1 bid
Emerging Markets Equity Bridge Contract
Aqr Capital Management LLC · Pension Benefit Guaranty Corp · ends Jun 2027 · $3.9M · won with 1 bid
Wellington Management Company LLP - (Pbgc01ct160019) Bridge
Wellington Management Company LLP · Pension Benefit Guaranty Corp · ends Jun 2027 · $3.2M · won with 1 bid
Allspring Global - (Pbgc01ct160023) Bridge
Allspring Global Investments, LLC · Pension Benefit Guaranty Corp · ends Jun 2027 · $2.5M · won with 1 bid
Goldman Sachs Asset Management, LP - (Pbgc01ct160016) Bridge
Goldman Sachs Asset Management, L.P · Pension Benefit Guaranty Corp · ends Jun 2027 · $2.4M · won with 1 bid
Emerging Markets Equity Bridge Contract
Schroder Investment Management North America INC · Pension Benefit Guaranty Corp · ends Nov 2026 · $2.2M · won with 1 bid
Bid on portfolio management and investment advice contracts
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From federal contract award records (SAM.gov), base awards over $10K since fiscal year 2024, updated daily; open contracts from SAM.gov, DLA's DIBBS and state and local boards, updated hourly. "One-bid" counts only competed contracts (open to any bidder) that report how many bids came in.
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