NAICS category

Portfolio Management and Investment Advice

NAICS 523940

FY2026 ended Sep 30 · data still posting · data as of 2026-11-01†

† DoD contract data posts to USAspending about 90 days after award.

Part of Finance and Insurance →

$37.2M
Federal awards
FY2026 · data still posting
1
Recipients
NAICS 523940
Code

NAICS code 523940 (Portfolio Management and Investment Advice) accounted for $37.2M in federal contracts in FY2026, led by the Pension Benefit Guaranty Corporation, across 1 recipient. FY2026 ended Sep 30 and its data is still posting. Computed

Obligations by year

Computed
$1.4M
FY23
$8M
FY24
$7M
FY25
$37.2M
FY26 partial
▲ 415%
FY23 to FY25

Key takeaways

Computed
FY2026 ended Sep 30 · data still posting · data as of 2026-11-01
  • Portfolio Management and Investment Advice (NAICS 523940) accounted for $37.2M in federal obligations in FY2026, compared with $7M in FY2025.
  • The Pension Benefit Guaranty Corporation provided 91% of it.

Top recipients

Computed
Kpmg LLP$1.5M

Recipient breakdown available for 4% of obligations shown

Top funding agencies

Computed
Pension Benefit Guaranty Corporation$34M
Department of Housing and Urban Development$1.1M
Securities and Exchange Commission$79.8K
Department of the Treasury$40K

Agency breakdown available for 94% of obligations shown

Related

Why the labels? The graph is only worth anything if the links are trusted. Facts taken straight from a federal filing are Source; figures we calculate are Computed; links we infer (corporate parents, districts, similar contractors, connections between records) are Inferred, worded carefully, never asserted as fact and never a claim that one thing caused another. Spot an error? Tell us.