Putting the award page together from the records…
Putting the award page together from the records…
PORTFOLIO MANAGEMENT & INVESTMENT ADVICE
Up for re-bid: ends 2026-12-31. Recompete brief → · JUSTIFICATION FOR OTHER THAN FULL AND OPEN COMPETITION ↗
SpendQuery holds FY2023 on; earlier years are on USAspending.gov.
No subawards reported for this award. Primes report subawards of $30,000 or more; many awards have none.
12 actions since 2023-12-28. Each is a modification or amendment with the money it added or took back.
| Date | Modification | Kind | Amount | What the agency wrote |
|---|---|---|---|---|
| 2026-09-22 | P00012 | Administrative change | $0 | THE PURPOSE OF THIS MODIFICATION IS TO FIX THE FEE SCHEDULE IN OPTION PERIOD 2. |
| 2026-08-27 | P00010 | Administrative change | $0 | THIS UNILATERAL MODIFICATION MAKES AN ADMINISTRATIVE CORRECTION TO THE TEXT OF THE TIERED FEE SCHEDULE INCORPORATED VIA P00009 OF THIS CONTRACT. |
| 2026-08-26 | P00009 | Administrative change | $0 | THIS UNILATERAL MODIFICATION MAKES AN ADMINISTRATIVE CORRECTION TO THE TEXT OF THE TIERED FEE SCHEDULE INCORPORATED VIA P00008 OF THIS CONTRACT. |
| 2026-08-14 | P00008 | Supplemental agreement (work within scope) | $0 | THE PURPOSE OF THIS MODIFICATION TO INCREASE AUMS TO EXCEED $1B, UPDATE THE TIERED FEE SCHEDULES TO ACCOUNT FOR INCREASES IN AUMS TO EXCEED $1B, AND INCREASE THE MINIMUM INSURANCE REQUIREMENTS. ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED. |
| 2026-05-14 | P00007 | Supplemental agreement (work within scope) | $0 | THE PURPOSE OF THIS MODIFICATION IS TO IMPLEMENT EXECUTIVE ORDER 14398, "ADDRESSING DEI DISCRIMINATION BY FEDERAL CONTRACTORS." |
| 2026-04-14 | P00006 | Administrative change | $0 | THE PURPOSE OF THIS MODIFICATION IS TO IMPLEMENT EXECUTIVE ORDER 14173, "ENDING ILLEGAL DISCRIMINATION AND RESTORING MERIT-BASED OPPORTUNITY." |
| 2026-02-02 | P00005 | Funding only | -$5.6K | DEOBLIGATION OF EXPIRED FY 24 FUNDS. |
| 2025-12-03 | P00004 | Option exercised | $900.0K | EXERCISE AND FUND OPTION PERIOD 2 DESCRIPTION: PROVIDE ACTIVE INVESTMENT MANAGEMENT AND RELATED SERVICES FOR A U.S. CORE FIXED INCOME PORTFOLIO. CONSTRUCT A PORTFOLIO OF FIXED INCOME ASSETS TO EARN SUPERIOR RETURNS WHICH EXCEED THE PORTFOLIO BE |
| 2024-10-22 | P00003 | Option exercised | $840.0K | THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1 OF THE CONFORMED CONTRACT. |
| 2024-09-18 | P00002 | Supplemental agreement (work within scope) | $10.0K | THE PURPOSE OF THIS MODIFICATION IS TO ADD FUNDS TO THE CONTRACT FOR THE BASE PERIOD. |
| 2024-02-15 | P00001 | Supplemental agreement (work within scope) | $650.0K | THE PURPOSE OF THIS MODIFICATION IS TO ADD FUNDS, INCREASE THE CEILING AND UPDATE THE PRICING SCHEDULE FEE TIER STRUCTURE OF THE CONTRACT. |
| 2023-12-28 | 0 | $100.0K | PORTFOLIO MANAGEMENT & INVESTMENT ADVICE |
Source: USAspending.gov prime award transactions and FSRS subaward reports, as loaded by SpendQuery (data as of 2026-10-05). Amounts are obligations (money committed), not outlays. The official record on USAspending.gov ↗