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
$6.3B
Total awards
1,779 awards
Active obligations
$26.5M
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.

FY2026 snapshot

Obligations
$2M
Awards
28
Average award
$71.4K
Change from FY2025
+85%

Recent awards

Search contractors

$186,350

MORNINGSTAR INC

Office of the Assistant Secretary for Administration and Management

PIID
1605C126P00020
PSC
DA10 - IT AND TELECOM - BUSINESS APPLICATION/APPLICATION DEVELOPMENT SOFTWARE AS A SERVICE

$902,750

INSTITUTIONAL INVESTOR NETWORK

Export-import Bank of the US

PIID
83310126P1BDE
PSC
R410 - SUPPORT- PROFESSIONAL: PROGRAM EVALUATION/REVIEW/DEVELOPMENT

$147,585

DIRKS MARTIN

Office of the Assistant Secretary for Administration and Management

PIID
1605C126F00006
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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