Federal NAICS Codes

NAICS 523999

Miscellaneous Financial Investment Activities

Explore obligations, trends, recent awards, and incumbent contractors for NAICS 523999.

NAICS 523999 federal market metrics

Total obligations
$6B
Total awards
1,504 awards
Active obligations
$25.5M
Size standard
$47,000,000 receipts

What this NAICS covers

NAICS 523999 covers miscellaneous financial investment activities not classified elsewhere, including specialized portfolio management, nonstandard investment vehicle administration, financial structuring, securities trading support, and related analytical and reporting services.

Federal opportunities under 523999 typically involve providing specialized investment and fund administration services to support agency or program financial objectives, including portfolio administration, transaction execution, performance analytics, risk reporting, and specific investment documentation and compliance support.

FY2025 snapshot

Obligations
$2.2M
Awards
8
Average award
$271K
Change from FY2024
+243.5%

Recent awards

Search contractors

$32,275

DIRKS MARTIN

Office of the Assistant Secretary for Administration and Management

PIID
1605C126F00006
PSC
R424 - SUPPORT- PROFESSIONAL: EXPERT WITNESS

$58,000

KIRKLAND MESSINA, INC.

Office of the Assistant Secretary for Administration and Management

PIID
1605C125P00032
PSC
R424 - SUPPORT- PROFESSIONAL: EXPERT WITNESS

$12,462

MISCELLANEOUS FOREIGN AWARDEES

Department of State

PIID
19SZ3525P0771
PSC
U012 - EDUCATION/TRAINING- INFORMATION TECHNOLOGY/TELECOMMUNICATIONS TRAINING

$1,911,781

IT DATA CONSULTING LLC

Department of Housing and Urban Development

PIID
86615725C00002
PSC
R411 - SUPPORT- PROFESSIONAL: REAL PROPERTY APPRAISALS

$41,438

HALPERN, JOSEPH

Securities and Exchange Commission

PIID
50310225C0005
PSC
R424 - SUPPORT- PROFESSIONAL: EXPERT WITNESS

FAQ

What work fits NAICS 523999?
  • Advisory and transaction execution for disposition or acquisition of nonstandard asset classes, including coordination of bidders and execution of sale processes.
  • Management or oversight of specialized investment vehicles or trust-like holdings that require ongoing portfolio decisions and cash flow management.
  • Valuation, structuring, and financial due diligence for asset transfers where broker-dealer or underwriting services are not requested.
  • Provision of investment deliverables such as financial models, cash flow projections, transaction timetables, and buyer solicitation plans for asset disposition.
When is NAICS 523999 a weak fit?
  • Deposit-taking and lending banking services where the primary activity is account servicing and credit origination rather than investment structuring and transaction execution.
  • Broker-dealer, clearing, or custody services that execute securities trades and provide custodial safekeeping without advisory or asset management responsibilities.
  • Insurance underwriting and risk pooling operations where insurance contract issuance and claims risk pooling are the primary functions, not investment advisory.
What solicitation language points to NAICS 523999?
  • Statement of work requests deliverables like investment memoranda, valuation models, deal execution checklists, and transaction timetables.
  • Evaluation factors emphasize transaction execution experience, demonstrated portfolio management, and access to buyer networks rather than broker-dealer licensing.
  • Labor categories list financial analysts, portfolio managers, transaction advisers, and asset disposition specialists.

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