Portfolio management

Ended Definitive Contract Awarded Last action

Contract number
PBGC01CT160031
Awardee
Awarding agency
Obligated
$2,220,258

Award facts

Opportunity
Contract value 92% obligated
  • $2,224,003.00 Current, with exercised options
  • $2,408,000.00 Potential, with all options
Completion date 100% complete
Current and potential, with all options
NAICS code
523920 Portfolio Management
Set-aside
No set-aside
Competition
Full and Open Competition · 30 offers Negotiated Proposal / Quote
Pricing
Firm Fixed Price
Place of performance
Boston, MA 02110, USA

Award details come from SAM.gov/FPDS.

Transactions

Action Obligated Date
Funding Only Action P00017 -$2,827
Funding Only Action P00016 -$918
Funding Only Action P00015 $153,000
Supplemental Agreement for work within scope P00014 $0
Funding Only Action P00013 $20,000
Funding Only Action P00012 · Portfolio management services -$6,857
Supplemental Agreement for work within scope P00011 · Active investment management and related services for a US core fixed income portfolio. $200,962
Exercise an Option P00010 · The contractor shall be responsible for providing active investment management and related services for a US core fixed income portfolio. $400,000
Funding Only Action P00009 -$498
Exercise an Option P00008 $390,000
Supplemental Agreement for work within scope P00007 $0
Funding Only Action P00006 $4,500
Exercise an Option P00005 $363,000
Funding Only Action P00004 -$90,104
Supplemental Agreement for work within scope P00003 $0
Exercise an Option 2 $370,000
Funding Only Action 1 · Portfolio management services $60,000
Original award $360,000
Show all 18

About this award

Written by GovTribe AI ·

This is a definitive contract awarded by the Pension Benefit Guaranty Corporation (PBGC), a civilian agency, to Longfellow Investment Management Co., LLC, a woman-owned small business. The $2,408,000.00 fixed-price contract is for portfolio management services and has an ultimate completion date of December 31, 2021. The contract was awarded on July 1, 2016, and does not have a set-aside designation. Longfellow Investment Management Co., LLC specializes in providing asset management and investment advisory services to federal agencies, particularly the PBGC. This contract aligns with the agency's efforts to diversify its investment management strategies for pension plan assets, including through initiatives like the Smaller Asset Managers Pilot Program and the Smaller Asset Manager Program.

Quick answers

Who was awarded contract PBGC01CT160031?

PBGC01CT160031 was awarded to Longfellow Investment Management Co., LLC by Pension Benefit Guaranty Corporation on July 1, 2016.

How much is contract PBGC01CT160031 worth?

The government has obligated $2,220,258 on PBGC01CT160031. Its current value, with exercised options, is $2,224,003. Its potential value, with all options, is $2,408,000.

Was contract PBGC01CT160031 competed?

The extent of competition for PBGC01CT160031 was full and open competition. The government received 30 offers.

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