$250,000
HALPERN, JOSEPH
Securities and Exchange Commission
- PIID
- 50310226C0018
- PSC
- R424 - SUPPORT- PROFESSIONAL: EXPERT WITNESS
Federal NAICS Codes
NAICS 525910
Open-End Investment Funds
Explore obligations, trends, recent awards, and incumbent contractors for NAICS 525910.
NAICS 525910 federal market metrics
- Total obligations
- $15M
- Total awards
- 15 awards
- Active obligations
- $510K
- Size standard
- $40,000,000 receipts
What this NAICS covers
NAICS 525910 covers pooled investment entities that issue redeemable shares or participations and engage in portfolio management, net asset value calculation, shareholder recordkeeping, distribution of fund shares, and regulatory compliance for open-end investment vehicles.
Federal opportunities under 525910 typically involve operating government-focused mutual funds or pooled accounts, calculating daily NAVs, processing investor subscriptions and redemptions, overseeing custodial relationships, and producing regulatory filings and shareholder reports.
FY2025 snapshot
- Obligations
- $260K
- Awards
- 1
- Average award
- $260K
Federal obligation trend
FY2021
$1.4M · 1 award
FY2025
$260K · 1 award
FY2026
$250K · 1 award
Recent awards
$260,000
HALPERN, JOSEPH
Securities and Exchange Commission
- PIID
- 50310225C0043
- PSC
- R424 - SUPPORT- PROFESSIONAL: EXPERT WITNESS
FAQ
What work fits NAICS 525910?
- Calculating daily net asset values, performing fund accounting, and producing shareholder statements for an open-end fund.
- Processing investor subscriptions and redemptions, maintaining shareholder records, and executing settlement instructions for fund participants.
- Managing custody relationships and reconciling fund-level cash and securities with a custodian bank.
- Preparing prospectuses, shareholder reports, and regulatory filings required for open-end pooled investment vehicles.
When is NAICS 525910 a weak fit?
- Separate account investment management where assets are managed for a single client without issuing redeemable fund shares or pooled share structures.
- Closed-end fund or private equity fund engagements that raise fixed capital and do not provide daily share redemption for investors.
- Broker-dealer trading platform contracts focused on executing secondary market trades rather than operating a pooled open-end investment vehicle and administering share ownership.
What solicitation language points to NAICS 525910?
- Solicitation requires daily NAV calculation, fund accounting ledgers, and production of shareholder statements and prospectus updates.
- Scope lists subscription and redemption processing, investor recordkeeping, and settlement instructions as contract deliverables.
- Evaluation asks for prior performance operating open-end funds, managing custodian relationships, and preparing regulatory filings and shareholder reports for pooled investment vehicles.
Put this market knowledge to work
Now that you know about NAICS 525910 - Open-End Investment Funds, let Sweetspot help you find and win relevant government contracts with AI-powered tools.