What is the average federal contract value for NAICS 523940?

Across 13 awarded federal contracts in NAICS 523940 (Portfolio Management and Investment Advice), the median award is $2,494,442, with most awards between $1,370,000 and $2,859,454. Source: SAM.gov award data.

What is the SBA small-business size standard for NAICS 523940?

The SBA size standard for NAICS 523940 is $47M avg. annual receipts.

Finance & Insurance · NAICS 523940

Portfolio Management and Investment Advice

Federal contract pricing, the top winners, buying agencies, and live opportunities for NAICS 523940.

$2,494,442

median award value · most between $1,370,000 and $2,859,454

Total awarded

$26,760,106

Awards

Winners

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SBA size standard

$47M avg. annual receipts

Live opportunities →Full pricing benchmark Market explorer Who wins here Am I small?

Top winners (by $)

PUGH CAPITAL MANAGEMENT INC$3,043,474

LOS ANGELES CAPITAL MANAGEMEN…$3,000,000

AQR CAPITAL MANAGEMENT LLC$3,000,000

MERGANSER CAPITAL MANAGEMENT,…$2,859,454

RECURSION CO$2,717,457

NEW CENTURY ADVISORS LLC$2,551,997

Top buying agencies (by $)

Pension Benefit Guaranty Corp…$24,042,650

Department of Housing and Urb…$2,717,457

Awards by year ($)

2024$17,387,148

2025$650,000

2026$8,722,958

Pricing reflects 13 SAM.gov award notices for NAICS 523940. New to NAICS? See the full code dictionary or NAICS codes explained.