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NAICS code 525910 for Open-End Investment Funds represents a specialized financial services category focused on investment vehicles that allow continuous buying and selling of shares. These funds, typically structured as mutual funds or exchange-traded funds (ETFs), provide investors with flexible investment opportunities across various asset classes and market segments. The category encompasses investment management services, portfolio allocation, and financial asset administration for pooled investment instruments that remain continuously open for investor participation. In the provided federal contract data, a single contract award is documented from the U.S. Securities and Exchange Commission (SEC) for expert witness services. The contract, valued at $260,000.00, was awarded to Joseph Halpern, a for-profit organization in New York, NY. The contract is structured as a Time and Materials agreement with a definitive contract type and no specific set-aside designation. The contract has a substantial performance period, extending until September 16, 2030, with the award date of September 17, 2025, indicating a long-term engagement for specialized financial expertise. No additional federal contract opportunities were included in the provided materials for the NAICS 525910 category. The single contract award suggests potential opportunities for financial expertise, regulatory consulting, and specialized advisory services within the open-end investment fund sector, particularly for agencies like the SEC that require in-depth financial market knowledge and expert testimony.
Name | Description | Awardee | Potential Value | AwardDate | LastDateToOrder | Updated At |
|---|---|---|---|---|---|---|
W912EQ20D0006 | Syte Corporation | $45.0m | 4/30/20 | 5/2/25 | 8/13/20 |
Name | Description | Awardee | Potential Value | AwardDate | CompletionDate | Updated At |
|---|---|---|---|---|---|---|
Definitive Contract DU100200009DCOPC21849 | Cushman & Wakefield, Inc. | $2.0m | 9/15/00 | 7/21/03 | 8/10/12 | |
Definitive Contract 50310225C0043 | Halpern, Joseph | $260.0k | 9/17/25 | 9/16/30 | 9/17/25 | |
Purchase Order HHSM500200700114P | LBA Inc. | $3.0k | 7/17/07 | 7/30/07 | 7/17/07 | |
Purchase Order DU100200107BCOPC21848 | Andersen Arthur LLP | $1.4m | 7/15/01 | 9/30/03 | 11/9/11 | |
Purchase Order HHSM500200800016M | LBA Inc. | $484 | 4/9/08 | 9/30/08 | 9/3/14 |
Name | Description | Solicitation Number | FederalAgency | Type | PostedDate |
|---|---|---|---|---|---|
APP 1526 - Index Portfolio Management and Transition Management Services | 1526 | Pension Benefit Guaranty Corporation | Solicitation 1/1 | 5/21/24, 2:23 PM |