Data / Federal awards / NAICS 523930
NAICS 523930 Investment Advice: $53.1 million in federal contracts to 21 recipients (FY2024 to FY2027)
Federal agencies obligated $53.1 million under NAICS 523930, Investment Advice, across 57 contract awards to 21 named recipients in fiscal years 2024 to 2027. The largest recipients are ARCHETYPE II LLC ($45.4 million), GUIDEHOUSE LLP ($8.0 million), MERCER INVESTMENTS LLC ($3.7 million). Department of Energy is the largest buyer with $45.4 million.
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- NAICS code
- 523930 Investment Advice
- Contract awards
- 57
- Obligated
- $53.1 million
- Named recipients
- 21
- Buying agencies
- 9
- Small business share of obligations
- 84%
- Full and open competition share
- 100%
- Set aside share
- 0%
- Latest action
- 2026-09-28
Incumbents: the largest recipients
Ranked by dollars obligated in fiscal years 2024 to 2027.
| Recipient | Business size | Awards | Obligated | Share |
|---|---|---|---|---|
| ARCHETYPE II LLC | Small Business | 19 | $45.4 million | 85.5% |
| GUIDEHOUSE LLP | Other Than Small Business | 1 | $8 million | 15.0% |
| MERCER INVESTMENTS LLC | Small Business | 1 | $3.7 million | 7.0% |
| S&P GLOBAL MARKET INTELLIGENCE LLC | Other Than Small Business | 1 | $1.2 million | 2.3% |
| EGAN-JONES RATINGS COMPANY | Small Business | 1 | $20,000 | 0.0% |
| FINADIUM LLC | Other Than Small Business | 1 | $857 | 0.0% |
| T W CORP (PRIVATE) LIMITED | Other Than Small Business | 1 | $0 | 0.0% |
| CROSSBOUNDARY LLC | Other Than Small Business | 3 | $0 | 0.0% |
| STIFEL, NICOLAUS & CO, INCORPORATED | Other Than Small Business | 1 | $0 | 0.0% |
| PERELLA WEINBERG PARTNERS LP | Other Than Small Business | 1 | $0 | 0.0% |
| BLACKROCK FINANCIAL MANAGEMENT INC | Other Than Small Business | 1 | $0 | 0.0% |
| CALIBER ADVISORS, INCORPORATED | Small Business | 1 | $-13,310 | -0.0% |
| THE COLERIDGE GROUP, LLC | Small Business | 1 | $-16,894 | -0.0% |
| KLARIS, THOMSON & SCHROEDER, INC | Small Business | 1 | $-32,300 | -0.1% |
| RISKBRIDGE ASSOCIATES LTD | Other Than Small Business | 4 | $-187,477 | -0.4% |
| AKSIA TORREYCOVE PARTNERS LLC | Other Than Small Business | 2 | $-276,250 | -0.5% |
| JLL-RER SOLUTIONS, LLC | Small Business | 1 | $-304,046 | -0.6% |
| ANALYSIS GROUP INC | Other Than Small Business | 1 | $-435,832 | -0.8% |
| J. P. MORGAN INVESTMENT MANAGEMENT INC. | Other Than Small Business | 1 | $-696,159 | -1.3% |
| MEKETA INVESTMENT GROUP INC | Small Business | 8 | $-721,150 | -1.4% |
| STATE STREET BANK AND TRUST COMPANY | Other Than Small Business | 6 | $-2,573,074 | -4.8% |
Agencies buying under this code
| Agency | Awards | Obligated | Largest recipient |
|---|---|---|---|
| Department of Energy | 19 | $45.4 million | ARCHETYPE II LLC |
| Department of Housing and Urban Development | 7 | $5.4 million | GUIDEHOUSE LLP |
| Pension Benefit Guaranty Corporation | 6 | $3 million | MERCER INVESTMENTS LLC |
| Department of Justice | 2 | $793,813 | S&P GLOBAL MARKET INTELLIGENCE LLC |
| Securities and Exchange Commission | 2 | $3,106 | EGAN-JONES RATINGS COMPANY |
| Department of Transportation | 1 | $0 | T W CORP (PRIVATE) LIMITED |
| Department of the Treasury | 2 | $-45,610 | CALIBER ADVISORS, INCORPORATED |
| Export-Import Bank of the United States | 1 | $-304,046 | JLL-RER SOLUTIONS, LLC |
| U.S. International Development Finance Corporation | 17 | $-1,184,877 | CROSSBOUNDARY LLC |
Obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2024 | $38.4 million |
| FY2025 | $11.9 million |
| FY2026 | $2.8 million |
Products and services bought
| Code | Product or service | Awards | Obligated |
|---|---|---|---|
| R408 | Support- Professional: Program Management/support | 19 | $45.4 million |
| R710 | Support- Management: Financial | 17 | $8.2 million |
| R704 | Support- Management: Auditing | 1 | $1.2 million |
| R406 | Support- Professional: Policy Review/development | 1 | $162,690 |
| D317 | IT and Telecom- Web-Based Subscription | 1 | $20,000 |
| B507 | Special Studies/analysis- Economic | 1 | $0 |
| R799 | Support- Management: Other | 1 | $-45,000 |
| R418 | Support- Professional: Legal | 1 | $-304,046 |
| R424 | Support- Professional: Expert Witness | 4 | $-498,337 |
| R499 | Support- Professional: Other | 11 | $-1,072,655 |
Largest contract awards
| Award ID | Recipient | Agency | Type | NAICS | What it buys | Obligated in window | Award value | Starts | Ends | Place of performance | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 89303023FLP400040 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | TASK ORDER WILL BE FUNDED WITH IRA FUNDING AND WILL COVER THE COST OF NEW IRA CONTRACTORS UNDER TITLE 17, 1706, ATVM AND TRIBAL | $28,744,071 | $47,999,043 | December 1, 2022 | June 30, 2025 | Washington, DC | usaspending.gov |
| 86615622C00001 | GUIDEHOUSE LLP | Department of Housing and Urban Development | Definitive Contract | 523930 | GLOBAL INVESTORS AND MARKET ADVISORS | $7,956,342 | $12,923,881 | February 11, 2022 | February 10, 2027 | Falls Church, VA | usaspending.gov |
| DEDT0014019 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | IGF::OT::IGF TASK 1 - ORIGINATION THE CONTRACTOR WILL PROVIDE EXPERIENCED PERSONNEL TO COMPLEMENT LPO STAFF WITH EXPERTS WHO HAVE DEMONSTRAT | $5,491,542 | $14,481,294 | September 22, 2017 | March 31, 2025 | Washington, DC | usaspending.gov |
| 16PBGC22C0026 | MERCER INVESTMENTS LLC | Pension Benefit Guaranty Corporation | Definitive Contract | 523930 | INVESTMENT CONSULTING SERVICES | $3,735,092 | $5,956,592 | September 1, 2022 | August 31, 2027 | Washington, DC | usaspending.gov |
| DEDT0014025 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | IGF::OT::IGF TASK 6 - MANAGEMENT OPERATIONS SUPPORT PROVIDE SUPPORT TO THE MANAGEMENT OPERATIONS DIVISION (MOD): PROVIDE ASSISTANCE IN THE F | $2,713,326 | $25,271,994 | September 28, 2017 | March 31, 2025 | Washington, DC | usaspending.gov |
| 89303021FLP400017 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | OUTREACH TASK ORDER - POP 9/1/21 - 8/31/22 | $2,123,220 | $12,361,571 | September 1, 2021 | June 30, 2025 | Herndon, VA | usaspending.gov |
| 89303022FLP400035 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | NEW TASK ORDER FOR OFFICE OF THE UNDERSECRETARY FOR INFRASTRUCTURE (S3) | $1,668,727 | $3,047,686 | June 29, 2022 | March 31, 2025 | Washington, DC | usaspending.gov |
| 89303022FLP400036 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | ARCHETYPE DE-LP0000129 ESTABLISH A NEW TASK ORDER FOR JOINT OFFICE OF ENERGY AND TRANSPORTATION, EE-3J POP ESTABLISHMENT - AUGUST 31, 2022 W | $1,236,854 | $1,628,213 | August 3, 2022 | March 28, 2025 | Washington, DC | usaspending.gov |
| 15F06721P0004136 | S&P GLOBAL MARKET INTELLIGENCE LLC | Department of Justice | Purchase Order | 523930 | ACCESS TO CAPITAL IQS FINANCIAL DATA | $1,229,646 | $2,573,644 | September 30, 2021 | September 29, 2026 | New York, NY | usaspending.gov |
| DEDT0014023 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | IGF::OT::IGF TASK 4 - PORTFOLIO MANAGEMENT SUPPORT PROVIDE EXPERT SKILLS AND EXPERIENCE WHO HAVE DEMONSTRATED KNOWLEDGE, SKILLS AND EXPERIEN | $772,954 | $13,805,933 | September 28, 2017 | March 31, 2025 | Washington, DC | usaspending.gov |
| 89303022FLP400029 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | TASK ORDER FOR CLEAN ENERGY DEMONSTRATIONS (OCED). | $744,346 | $1,831,425 | March 16, 2022 | February 28, 2025 | Washington, DC | usaspending.gov |
| DEDT0014020 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | IGF::OT::IGF TASK 2 - TECHNICAL AND PROJECT MANAGEMENT SUPPORT THIS TASK IS TO: PERFORM EVALUATIONS OF THE ELIGIBILITY, MERIT, AND VIABILITY | $634,042 | $10,014,574 | September 28, 2017 | June 30, 2025 | Washington, DC | usaspending.gov |
| 89303022FLP400030 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | TASK ORDER FOR OFFICE OF ELECTRICITY (OE) FUNDED IN THE AMOUNT OF $179,320.00 THROUGH AUGUST 31, 2022. | $573,800 | $1,359,470 | February 16, 2022 | May 31, 2025 | Washington, DC | usaspending.gov |
| 89303023FLP400046 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | THE PURPOSE FOR THIS TASK ORDER IS TO ACQUIRE SUPPORT SERVICES FOR THE ENVIRONMENTAL OFFICE. POP 9/26/23 THROUGH 7/31/24. | $372,762 | $1,269,737 | September 26, 2023 | May 31, 2025 | Washington, DC | usaspending.gov |
| 89303023FLP400045 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | ARCHETYPE DE-LP0000129 CREATING A NEW TASK ORDER FOR BETO BIOENERGY TECHNOLOGIES OFFICE (BETO) PERIOD OF PERFORMANCE FROM APRIL 3, 2023 TO J | $180,000 | $390,570 | April 3, 2023 | May 31, 2025 | Washington, DC | usaspending.gov |
| 77344424F0053 | RISKBRIDGE ASSOCIATES LTD | U.S. International Development Finance Corporation | BPA Call | 523930 | TASK ORDER - SOFR CALCULATION | $162,690 | $162,690 | March 20, 2024 | March 19, 2026 | Washington, DC | usaspending.gov |
| DEDT0014021 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | IGF::OT::IGF TASK 3 - RISK MANAGEMENT SUPPORT THE RMD OF LPO IS RESPONSIBLE FOR ENSURING THAT ALL RISK THAT HAVE THE POTENTIAL TO ADVERSELY | $118,291 | $5,365,341 | September 28, 2017 | May 31, 2025 | Washington, DC | usaspending.gov |
| 89303021FLP400012 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | TASK AREA 4.22 - PROGRAM MANAGEMENT DIVISION (PMD) - LOAN PROGRAMS OFFICE (LPO) PHASE ONE TRAINING. | $40,187 | $735,626 | January 14, 2021 | March 31, 2025 | Washington, DC | usaspending.gov |
| 50310220P0046 | EGAN-JONES RATINGS COMPANY | Securities and Exchange Commission | Purchase Order | 523930 | EGAN JONES CREDIT RATINGS DATA | $20,000 | $100,000 | September 16, 2020 | September 15, 2025 | Washington, DC | usaspending.gov |
| 16PBGC22C0001 | FINADIUM LLC | Pension Benefit Guaranty Corporation | Definitive Contract | 523930 | PROVIDE SECURITIES AND LENDING | $857 | $118,857 | November 15, 2021 | November 14, 2023 | Washington, DC | usaspending.gov |
| 77344423F0134 | CROSSBOUNDARY LLC | U.S. International Development Finance Corporation | Delivery Order | 523930 | LATAM CATALYTIC BATCHING PILOT - DUE DILIGENCE REPORTS | $0 | $155,829 | July 21, 2023 | November 16, 2025 | Washington, DC | usaspending.gov |
| 00001 | STATE STREET BANK AND TRUST COMPANY | Department of Housing and Urban Development | Delivery Order | 523930 | IGF::OT::IGF THE FIRST TASK ORDER TO BE ISSUED UNDER DU100G-16-D-01, GLOBAL INVESTOR, TO PERFORM A SERIES OF TASKS UNDER THREE SERVICE AREAS | $0 | $1,548,222 | April 27, 2016 | April 15, 2025 | Boston, MA | usaspending.gov |
| 89303022FLP400034 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | ARCHETYPE DE-LP0000129 ADDING A NEW TASK ORDER FOR THE OFFICE OF POLICY RELATING TO THE DEFENCE PRODUCTION ACT (DPA) | $0 | $313,647 | July 14, 2022 | February 28, 2025 | Washington, DC | usaspending.gov |
| DU100G16D01 | STATE STREET BANK AND TRUST COMPANY | Department of Housing and Urban Development | IDC | 523930 | IGF::OT::IGF GLOBAL INVESTOR ADVISORY SERVICES IGF::OT::IGF:: | $0 | $4,792,201 | January 20, 2016 | usaspending.gov | ||
| 89303022FLP400028 | ARCHETYPE II LLC | Department of Energy | Delivery Order | 523930 | CARBON DIOXIDE TRANSPORTATION INFRASTRUCTURE FINANCE AND INNOVATION (CIFIA) PROGRAM | $0 | $1,503,960 | March 29, 2022 | March 31, 2025 | Washington, DC | usaspending.gov |
Updated October 6, 2026. Read from USAspending.gov. Public U.S. federal spending data (U.S. Department of the Treasury). Obligations are the contract actions dated in fiscal years 2024 to 2027 of the USAspending.gov award archive of 2026-10-06; a contract's total value is its current value as USAspending reports it, including earlier years. Recipients are matched on their SAM.gov UEI, never on the name, and are shown as the government prints them. Sole proprietorships and opted-out entities count in the totals and are not named. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.