Federal contract awards: NAICS 523940 (Portfolio Management and Investment Advice)
Past federal contracts, straight from USAspending.gov. Use them to price your bid, size up the competition and find the agencies that buy what you sell.
Showing contracts that started in the last 12 months (first 2 pages). Register free to browse every page.
18contracts awarded
$1,050,356median value
$379,172 – $2,887,500typical range (P25–P75)
1.0average offers received
$30,996,150total obligated
Agencies that buy the most
| Agency | Contracts | Obligated |
|---|---|---|
| Pension Benefit Guaranty Corporation | 11 | $28,930,894 |
| U.S. International Development Finance Corporation | 5 | $1,945,505 |
| Securities and Exchange Commission | 1 | $79,751 |
| Department of the Treasury | 1 | $40,000 |
Top winners
| Company | Contracts | Obligated |
|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 1 | $5,500,000 |
| PGIM, INC. | 1 | $4,600,000 |
| WELLINGTON MANAGEMENT COMPANY LLP | 1 | $3,200,000 |
| AQR CAPITAL MANAGEMENT LLC | 1 | $3,000,000 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | $3,000,000 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | 1 | $2,550,000 |
| GOLDMAN SACHS ASSET MANAGEMENT, L.P | 1 | $2,400,000 |
| SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 1 | $2,213,650 |
| KPMG LLP | 3 | $1,495,705 |
| NINETY ONE NORTH AMERICA, INC. | 1 | $1,214,286 |
Contracts
| Contract | Winner | Agency | Obligated | Start |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT COMPANY LLP - (PBGC01CT160019) BRIDGE
16PBGC26P0008 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC · Offers: 1 |
WELLINGTON MANAGEMENT COMPANY LLP | Pension Benefit Guaranty Corporation | $3,200,000 | Sep 25, 2026 Ends: Jun 30, 2027 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP - (PBGC01CT160016) BRIDGE
16PBGC26P0009 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC · Offers: 1 |
GOLDMAN SACHS ASSET MANAGEMENT, L.P | Pension Benefit Guaranty Corporation | $2,400,000 | Sep 25, 2026 Ends: Jun 30, 2027 |
| PACIFIC INVESTMENT MANAGEMENT COMPANY LLC. - (PBGC01CT160020) BRIDGE
16PBGC26P0010 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC · Offers: 1 |
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | Pension Benefit Guaranty Corporation | $5,500,000 | Sep 25, 2026 Ends: Jun 30, 2027 |
| PGIM, INC. - (PBGC01CT160015) BRIDGE
16PBGC26P0011 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC · Offers: 1 |
PGIM, INC. | Pension Benefit Guaranty Corporation | $4,600,000 | Sep 25, 2026 Ends: Jun 30, 2027 |
| ALLSPRING GLOBAL - (PBGC01CT160023) BRIDGE
16PBGC26P0012 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC · Offers: 1 |
ALLSPRING GLOBAL INVESTMENTS, LLC | Pension Benefit Guaranty Corporation | $2,550,000 | Sep 25, 2026 Ends: Jun 30, 2027 |
| PORT OF BERBERA (REFERRED HEREIN AS PROJECT KUDU) DUE DILIGENCE CONSULTANT
77344426F0122 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC |
KPMG LLP | U.S. International Development Finance Corporation | $466,689 | Sep 15, 2026 Ends: Mar 20, 2027 |
| INDEPENDENT ENVIRONMENTAL AND SOCIAL CONSULTANT FOR FI-A
77344426F0126 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC |
PACIFIC RISK ADVISORS LTD | U.S. International Development Finance Corporation | $99,800 Potential value: $234,200 |
Sep 15, 2026 Ends: Mar 15, 2027 |
| EXPERT SERVICES
50310226C0012 · NAICS 523940 Portfolio Management and Investment Advice · Phoenix, AZ · Offers: 1 |
THE COLERIDGE GROUP, LLC | Securities and Exchange Commission | $79,751 | Apr 09, 2026 Ends: Apr 08, 2031 |
| PROJECT NOMAD - UZBEKISTAN FINANCIAL TECHNOLOGY FINANCIAL DUE DILIGENCE CONSULTANT
77344426F0045 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC |
KPMG LLP | U.S. International Development Finance Corporation | $142,589 | Apr 07, 2026 Ends: Oct 05, 2026 |
| PROJECT NOMAD - UZBEKISTAN FINANCIAL TECHNOLOGY COMMERCIAL DUE DILIGENCE CONSULTANT
77344426F0040 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC |
THE BOSTON CONSULTING GROUP INC | U.S. International Development Finance Corporation | $350,000 | Mar 31, 2026 Ends: Sep 30, 2026 |
| EMERGING MARKETS EQUITY BRIDGE CONTRACT
16PBGC26C0003 · NAICS 523940 Portfolio Management and Investment Advice · New York, NY · Offers: 1 |
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | Pension Benefit Guaranty Corporation | $2,213,650 | Mar 27, 2026 Ends: Nov 29, 2026 |
| EMERGING MARKETS EQUITY BRIDGE CONTRACT
16PBGC26C0004 · NAICS 523940 Portfolio Management and Investment Advice · Los Angeles, CA · Offers: 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | Pension Benefit Guaranty Corporation | $3,000,000 Potential value: $3,911,367 |
Mar 27, 2026 Ends: Mar 29, 2027 |
| EMERGING MARKETS EQUITY BRIDGE CONTRACT
16PBGC26C0005 · NAICS 523940 Portfolio Management and Investment Advice · New York, NY · Offers: 1 |
NINETY ONE NORTH AMERICA, INC. | Pension Benefit Guaranty Corporation | $1,214,286 | Mar 27, 2026 Ends: Nov 29, 2026 |
| EMERGING MARKETS EQUITY BRIDGE CONTRACT
16PBGC26C0006 · NAICS 523940 Portfolio Management and Investment Advice · Greenwich, CT · Offers: 1 |
AQR CAPITAL MANAGEMENT LLC | Pension Benefit Guaranty Corporation | $3,000,000 Potential value: $3,862,082 |
Mar 27, 2026 Ends: Mar 29, 2027 |
| SWORD BRAZILIAN PORT PROJECT (CLI / AD PORTS)
77344426F0034 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC |
KPMG LLP | U.S. International Development Finance Corporation | $886,426 Potential value: $1,250,965 |
Mar 17, 2026 Ends: Oct 30, 2026 |
| SPECIAL SITUATION INVESTMENT MANAGEMENT SERVICES (SSIMS)
16PBGC26C0002 · NAICS 523940 Portfolio Management and Investment Advice · Montgomery, OH · Offers: 1 |
CORPORATE REPAIR AND GROWTH STRATEGIES, INC | Pension Benefit Guaranty Corporation | $602,958 Potential value: $3,641,543 |
Feb 24, 2026 Ends: Feb 28, 2027 |
| THE INVESTMENT MANAGEMENT ORGANIZATION RETAINED UNDER CONTRACT BY PBGC IS RESPONSIBLE FOR MONITORING INHERITED PRIVATE ASSET LIMITED PARTNER…
16PBGC26C0001 · NAICS 523940 Portfolio Management and Investment Advice · Washington, DC · Offers: 1 |
J. P. MORGAN INVESTMENT MANAGEMENT INC. | Pension Benefit Guaranty Corporation | $650,000 Potential value: $3,250,000 |
Dec 23, 2025 Ends: Dec 31, 2026 |
| NDR - GLOBAL INVESTMENT SERVICE DATA
20341526P00002 · NAICS 523940 Portfolio Management and Investment Advice · Sarasota, FL · Offers: 1 |
NED DAVIS RESEARCH, INC. | Department of the Treasury Bureau of the Fiscal Service |
$40,000 Potential value: $211,000 |
Dec 05, 2025 Ends: Dec 04, 2026 |
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Free members can browse the full list of the last 12 months of awards.
Register freeSource: USAspending.gov (prime contract awards of $10,000 or more). Values are amounts obligated to date. Recent months can still change as agencies report late.