SpendQueryBeta

Industry · NAICS 523940

Portfolio Management and Investment Advice

Open notices · Coming up for re-bid · Who wins this work · Typical award sizes

Money by year

  • FY2023$1.35M
  • FY2024$8.04M
  • FY2025$6.96M
  • FY2026$18.96M

Obligations (money committed) in prime awards, from USAspending.gov.

Agencies buying it, FY2025

  1. Pension Benefit Guaranty Corporation $5.46M
  2. Department of Housing and Urban Development $1.50M

Offices buying the most, FY2025

  1. Pension Benefit Guaranty Corp $5.46M
  2. Cpo : Gnma Support Division $1.50M

Companies winning it, FY2025

  1. Recursion Co $1.50M
  2. Merganser Capital Management, LLC $1.13M
  3. Pugh Capital Management Inc $1.02M
  4. Ramirez Asset Management, Inc. $900.0K
  5. New Century Advisors LLC $850.0K
  6. Longfellow Investment Management Co., LLC $840.0K
  7. National Investment Services of America LLC $550.0K
  8. Colchester Global Investors Limited $163.8K

Where the work is, FY2025

  1. District of Columbia $3.30M
  2. New York $1.50M
  3. Massachusetts $1.13M
  4. Washington $1.02M

Contracts ending in the next 12 months

9 contracts, $24.88M with options. The largest:

ContractIncumbentEndsValue with options
77344426F0034
SWORD BRAZILIAN PORT PROJECT (CLI / AD PORTS)
KPMG LLP2026-10-30$1.25M
16PBGC26C0003
EMERGING MARKETS EQUITY BRIDGE CONTRACT
Schroder Investment Management North America Inc2026-11-29$2.21M
16PBGC26C0005
EMERGING MARKETS EQUITY BRIDGE CONTRACT
Ninety One North America, Inc.2026-11-29$1.21M
16PBGC26C0001
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
J. P. Morgan Investment Management Inc.2026-12-31$3.25M
16PBGC24C0034
PORTFOLIO MANAGEMENT & INVESTMENT ADVICE
Pugh Capital Management Inc2026-12-31$3.04M
16PBGC24C0033
PORTFOLIO MANAGEMENT & INVESTMENT ADVICE
Longfellow Investment Management Co., LLC2026-12-31$2.49M
16PBGC26C0002
SPECIAL SITUATION INVESTMENT MANAGEMENT SERVICES (SSIMS)
Corporate Repair and Growth Strategies, Inc2027-02-28$3.64M
16PBGC26C0004
EMERGING MARKETS EQUITY BRIDGE CONTRACT
Los Angeles Capital Management LLC2027-03-29$3.91M
16PBGC26C0006
EMERGING MARKETS EQUITY BRIDGE CONTRACT
Aqr Capital Management LLC2027-03-29$3.86M

All of them, with filters →

Open notices

All 1 open notices →

From USAspending.gov prime awards and SAM.gov notices. Sources and limits