Portfolio Management and Investment Advice
NAICS 523940 · Federal Contracts & Awards
Companies in the Portfolio Management and Investment Advice industry (NAICS code 523940) have received $19.2M in federal contracts, grants, and other awards since FY2024, across 38 individual awards tracked through FY2026. The largest funding agency is Pension Benefit Guaranty Corporation ($15.1M). Spending is concentrated in District of Columbia, Washington, New York and 5 other states. All figures below come from USAspending.gov award records.
Total Obligations
$19.2M
Total Awards
38
States
8
Last Updated
Mar 31, 2026
Yearly Spending Trend
$16.0M24
$025
$3.2M26
Top 38 Awards in Portfolio Management and Investment Advice
Largest individual obligations in NAICS 523940.
| Award | Recipient | Awarding Agency | Program | Place | FY | Obligation |
|---|---|---|---|---|---|---|
CONT_AWD_16PBGC24C0040_1665_-NONE-_-NONE- THIS MODIFICATION EXTENDS THE PERIOD OF PERFORMANCE VIA FAR 52.217-8, EXTENSION OF SERVICES | COLCHESTER GLOBAL INVESTORS LIMITED | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $4,315,000 |
CONT_AWD_86615525C00001_8600_-NONE-_-NONE- GLOBAL ESG INVESTMENT POLICY AND INVESTOR INTELLIGENCE: MONITOR GLOBAL ESG POLICY AND REGULATION CHANGES, IDENTIFY THOSE THAT HAVE POTENTIAL IMPACT ON GINNIE MAE, ANALYZE SUCH IMP… | RECURSION CO New York | Department of Housing and Urban Development Department of Housing and Urban Development | — | NEW YORK, NY-12 | 2026 | $2,283,224 |
CONT_AWD_16PBGC24C0034_1665_-NONE-_-NONE- THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1. | PUGH CAPITAL MANAGEMENT INC Washington | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | SEATTLE, WA-07 | 2024 | $1,955,000 |
CONT_AWD_16PBGC24C0036_1665_-NONE-_-NONE- THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE AND FUND OPTION PERIOD ONE OF THE CONFORMED CONTRACT. | MERGANSER CAPITAL MANAGEMENT, LLC Massachusetts | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | BOSTON, MA-08 | 2024 | $1,855,000 |
CONT_AWD_16PBGC24C0037_1665_-NONE-_-NONE- THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1 OF THE CONFORMED CONTRACT. | NEW CENTURY ADVISORS LLC Maryland | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $1,750,000 |
CONT_AWD_16PBGC24C0033_1665_-NONE-_-NONE- THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1 OF THE CONFORMED CONTRACT. | LONGFELLOW INVESTMENT MANAGEMENT CO., LLC Massachusetts | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $1,600,000 |
CONT_AWD_16PBGC24C0035_1665_-NONE-_-NONE- THE MODIFICATION IS TO EXERCISE AND ADD FUNDING TO OPTION PERIOD ONE OF THE CONFORMED CONTRACT. | RAMIREZ ASSET MANAGEMENT, INC. New York | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $1,460,000 |
CONT_AWD_16PBGC24C0038_1665_-NONE-_-NONE- THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION PERIOD 1 OF THE CONFORMED CONTRACT. | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC Wisconsin | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $950,000 |
CONT_AWD_77344426F0034_7700_77344424D0022_7700 SWORD BRAZILIAN PORT PROJECT (CLI / AD PORTS) | KPMG LLP Virginia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2026 | $525,000 |
CONT_AWD_16PBGC23C0017_1665_-NONE-_-NONE- ASSET MANAGEMENT SERVICES | PUGH CAPITAL MANAGEMENT INC Washington | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | SEATTLE, WA-07 | 2024 | $383,132 |
CONT_AWD_16PBGC23C0019_1665_-NONE-_-NONE- ASSET MANAGEMENT SERVICES | NEW CENTURY ADVISORS LLC Maryland | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | CHEVY CHASE, MD-08 | 2024 | $382,227 |
CONT_AWD_77344426F0040_7700_77344424D0012_7700 PROJECT NOMAD - UZBEKISTAN FINANCIAL TECHNOLOGY COMMERCIAL DUE DILIGENCE CONSULTANT | THE BOSTON CONSULTING GROUP INC Massachusetts | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2026 | $350,000 |
CONT_AWD_16PBGC23C0018_1665_-NONE-_-NONE- ACTIVE INVESTMENT MANAGEMENT SERVICES FOR ASSETS ASSIGNED UNDER CONTRACT NO. PBGC01-CT-16-0031. | LONGFELLOW INVESTMENT MANAGEMENT CO., LLC Massachusetts | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | WASHINGTON, DC-98 | 2024 | $320,880 |
CONT_AWD_77344424F0098_7700_77344424D0022_7700 DFCS OFFICE OF HEALTH AND AGRIBUSINESS OHA REQUIRES A FINANCIAL TAX CONSULTANT THAT IS A SUBJECT MATTER EXPERT IN FINANCIAL ACCOUNTING AND TAX WITH EXPERIENCE EVALUATING MARITIME… | KPMG LLP Virginia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2024 | $300,000 |
CONT_AWD_77344424F0176_7700_77344424D0022_7700 DFC REQUIRES A FINANCIAL/TAX CONSULTANT THAT IS A SUBJECT MATTER EXPERT IN FINANCIAL ACCOUNTING AND TAX WITH EXPERIENCE EVALUATING PHARMACEUTICAL CONTRACT RESEARCH, DEVELOPMENT AN… | KPMG LLP Virginia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2024 | $225,000 |
CONT_AWD_77344424F0110_7700_77344424D0012_7700 MAURITANIA PORT COMMERCIAL DUE DILIGENCE CONSULTANT | THE BOSTON CONSULTING GROUP INC Massachusetts | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | WASHINGTON, DC-98 | 2024 | $186,000 |
CONT_AWD_FA561324P0003_9700_-NONE-_-NONE- PRODUCTABLE SOFTWARE SBIR PHASE III | PRODUCTABLE INC. Texas | Department of Defense Department of the Air Force | — | AUSTIN, TX-37 | 2024 | $150,000 |
CONT_AWD_16PBGC23C0016_1665_-NONE-_-NONE- ASSET MANAGEMENT SERVICES | CSM ADVISORS LLC Pennsylvania | Pension Benefit Guaranty Corporation Pension Benefit Guaranty Corporation | — | PITTSBURGH, PA-12 | 2024 | $130,666 |
CONT_AWD_20341526P00002_2036_-NONE-_-NONE- NDR - GLOBAL INVESTMENT SERVICE DATA | NED DAVIS RESEARCH, INC. Florida | Department of the Treasury Bureau of the Fiscal Service | — | SARASOTA, FL-17 | 2026 | $40,000 |
CONT_AWD_12314424P0038_1205_-NONE-_-NONE- USDA DEPARTMENTAL MAILING LIST SYSTEM SOFTWARE MAINTENANCE | AIIS, LLC Maryland | Department of Agriculture Office of the Chief Financial Officer | — | CLARKSVILLE, MD-03 | 2024 | $32,750 |
CONT_IDV_77344424D0021_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | CROSSBOUNDARY LLC District of Columbia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_AWD_12314424P0037_1205_-NONE-_-NONE- USDA DEPARTMENTAL MAILING LIST SYSTEM SOFTWARE MAINTENANCE | BUSCHER FAMILY HOLDINGS LLC Maryland | Department of Agriculture Office of the Chief Financial Officer | — | CLARKSVILLE, MD-03 | 2024 | $0 |
CONT_IDV_77344424D0008_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | DELOITTE FINANCIAL ADVISORY SERVICES LLP Virginia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0009_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | ENVIRONMENTAL RESOURCES MANAGEMENT (S) PTE LTD | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0011_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | BERKELEY RESEARCH GROUP, LLC California | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344425D0003_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | INDUS ENVIRONMENTAL SERVICES PRIVATE LIMITED | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2025 | $0 |
CONT_IDV_77344424D0026_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | PACIFIC RISK ADVISORS LTD | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0025_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | FINANCIAL MARKETS INTERNATIONAL, INC. District of Columbia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0022_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | KPMG LLP Virginia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0012_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | THE BOSTON CONSULTING GROUP INC Massachusetts | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0020_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | DALBERG CONSULTING US LLC New York | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0019_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | BENCHMARK MINERAL INTELLIGENCE LIMITED | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0018_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | WSP USA SOLUTIONS INC District of Columbia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0017_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | TETRA TECH ES, INC. Virginia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0016_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | JONES LANG LASALLE AMERICAS, INC. District of Columbia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0015_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | OPEN CAPITAL GROUP LIMITED | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0014_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | MCKINSEY & COMPANY, INC. WASHINGTON D.C. District of Columbia | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
CONT_IDV_77344424D0013_7700 OFFICE OF EQUITY & INVESTMENT FUNDS (OEIF) DIRECT EQUITY CONSULTANTS SERVICES: OEIF CONSULTANT POOL IDIQ; IF MORE FUNDING IS REQUIRED IN OPTION YEARS, WE WILL SUBMIT A MODIFICATIO… | K&M ADVISORS LLC Maryland | U.S. International Development Finance Corporation U.S. International Development Finance Corporation | — | — | 2024 | $0 |
Top 38 awards shown, ranked by obligated amount. Dates reflect performance period; last-modified dates match USAspending.gov. Complete listings include all transaction history going back to FY2024.
Top Recipients
View All→12345678910
COLCHESTER GLOBAL INVESTORS LIMITED$4.3M
PUGH CAPITAL MANAGEMENT INC$2.3M
RECURSION CO$2.3M
NEW CENTURY ADVISORS LLC$2.1M
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC$1.9M
MERGANSER CAPITAL MANAGEMENT, LLC$1.9M
RAMIREZ ASSET MANAGEMENT, INC.$1.5M
KPMG LLP$1.1M
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC$950K
THE BOSTON CONSULTING GROUP INC$536K
Spending by State
| State | Funding | Awards |
|---|---|---|
| District of Columbia | $12.0M | 11 |
| Washington | $2.3M | 2 |
| New York | $2.3M | 1 |
| Massachusetts | $1.9M | 1 |
| Maryland | $415K | 3 |
| Texas | $150K | 1 |
| Pennsylvania | $131K | 1 |
| Florida | $40K | 1 |
Source: USAspending.gov · All Industries