Portfolio management

Ended Definitive Contract Awarded Jul 1, 2016 Last action Sep 20, 2022

Contract number: PBGC01CT160030
Awardee: LM Capital Group, LLC UEI SCKBBYQ4G631
Awarding agency: Pension Benefit Guaranty Corporation
Obligated: $1,243,773

Award facts

Opportunity: PBGC01RP150025 Solicitation number

Smaller Asset Managers Pilot Program - US Core Fixed Income Award Notice · Posted May 5, 2015
Contract value 84% obligated: $1,255,894.22 Current, with exercised options

$1,485,000.00 Potential, with all options
Completion date 100% complete: Dec 31, 2021 Current and potential, with all options
NAICS code: 523920 Portfolio Management
PSC: R710 Support- Management: Financial
Set-aside: No set-aside
Competition: Full and Open Competition · 30 offers Negotiated Proposal / Quote
Pricing: Firm Fixed Price
Place of performance: Chevy Chase, MD 20815, USA

Award details come from SAM.gov/FPDS.

Transactions

Action	Obligated	Date
Funding Only Action P00021	-$2,131	Sep 20, 2022
Funding Only Action P00020	-$5,167	Jun 3, 2022
Supplemental Agreement for work within scope P00019	$0	Nov 5, 2021
Funding Only Action P00017	$124,864	Apr 23, 2021
Funding Only Action P00016 · Investment management services	-$3,948	Apr 19, 2021
Other Administrative Action P00015	$0	Oct 29, 2020
Other Administrative Action P00014 · Administrative modification	$0	Oct 23, 2020
Exercise an Option P00013 · Smaller asset portfolio management services -- US core fixed income	$250,000	Jun 5, 2020
Funding Only Action P00012	-$875	Jan 11, 2020
Exercise an Option P00011	$240,000	May 2, 2019
Funding Only Action P00010	-$12,339	Mar 20, 2019
Supplemental Agreement for work within scope P00009	$0	Feb 14, 2019
Funding Only Action P00008 · Portfolio management services	$2,800	Sep 20, 2018
Other Administrative Action P00007 · Administrative correction	$0	Aug 11, 2018
Funding Only Action P00006	$218,500	May 18, 2018
Funding Only Action P00005 · Investment management services	-$75,431	Feb 22, 2018
Supplemental Agreement for work within scope P00004	$0	Jul 26, 2017
Exercise an Option 3	$230,000	May 31, 2017
Other Administrative Action 2	$0	Feb 28, 2017
Funding Only Action 1 · Portfolio management services	$60,000	Sep 19, 2016
Original award	$217,500	Jun 6, 2016

Show all 21

About this award

Written by GovTribe AI · Apr 3, 2025

The Pension Benefit Guaranty Corporation (PBGC), a civilian federal agency, awarded a $1,485,000.00 firm-fixed-price definitive contract to LM Capital Group, LLC for portfolio management services. The contract was awarded on July 1, 2016 and has an ultimate completion date of December 31, 2021. The contract does not have a set-aside designation. LM Capital Group, LLC is a minority-owned, for-profit limited liability company. This contract award does not appear to be associated with a larger contract vehicle.

Quick answers

Who was awarded contract PBGC01CT160030?

PBGC01CT160030 was awarded to LM Capital Group, LLC by Pension Benefit Guaranty Corporation on July 1, 2016.

How much is contract PBGC01CT160030 worth?

The government has obligated $1,243,773 on PBGC01CT160030. Its current value, with exercised options, is $1,255,894. Its potential value, with all options, is $1,485,000.

Was contract PBGC01CT160030 competed?

The extent of competition for PBGC01CT160030 was full and open competition. The government received 30 offers.

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