RECOMPETE

Industries / PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE · NAICS 523940

$16 million in portfolio management and investment advice comes off the board in the next 180 days.

9 portfolio management and investment advice contracts reach the end of their period of performance before April 4, 2027. Every one is work the government still needs done, held by someone who has to win it again.

Order
DaysExpiresValueIncumbentBuying officeContract
54
Near		2026-11-29$2.2MSCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INCPension Benefit Guaranty Corporation16PBGC26C0003
54
Near		2026-11-29$1.2MNINETY ONE NORTH AMERICA, INC.Pension Benefit Guaranty Corporation16PBGC26C0005
59
Near		2026-12-04$40KNED DAVIS RESEARCH, INC.Bureau of the Fiscal Service20341526P00002
86
Near		2026-12-31$3.0MPUGH CAPITAL MANAGEMENT INCPension Benefit Guaranty Corporation16PBGC24C0034
86
Near		2026-12-31$2.5MLONGFELLOW INVESTMENT MANAGEMENT CO., LLCPension Benefit Guaranty Corporation16PBGC24C0033
86
Near		2026-12-31$650KJ. P. MORGAN INVESTMENT MANAGEMENT INC.Pension Benefit Guaranty Corporation16PBGC26C0001
145
Out		2027-02-28$603KCORPORATE REPAIR AND GROWTH STRATEGIES, INCPension Benefit Guaranty Corporation16PBGC26C0002
174
Out		2027-03-29$3.0MAQR CAPITAL MANAGEMENT LLCPension Benefit Guaranty Corporation16PBGC26C0006
174
Out		2027-03-29$3.0MLOS ANGELES CAPITAL MANAGEMENT LLCPension Benefit Guaranty Corporation16PBGC26C0004

Is any of this winnable

Reserved for small business

0%

0 of 9 contracts · $0K of $16.3M

Held by the top three

56%

of expiring value, across the three largest incumbents

None of the expiring work we have indexed here is set aside. Everything on this board will be competed full and open.

Top incumbents

Who holds the most expiring value in this window — the competition you have to beat, not just replace.

  1. 1PUGH CAPITAL MANAGEMENT INC$3.0M
  2. 2AQR CAPITAL MANAGEMENT LLC$3.0M
  3. 3LOS ANGELES CAPITAL MANAGEMENT LLC$3.0M
  4. 4LONGFELLOW INVESTMENT MANAGEMENT CO., LLC$2.5M
  5. 5SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC$2.2M
  6. 6NINETY ONE NORTH AMERICA, INC.$1.2M
  7. 7J. P. MORGAN INVESTMENT MANAGEMENT INC.$650K
  8. 8CORPORATE REPAIR AND GROWTH STRATEGIES, INC$603K
  9. 9NED DAVIS RESEARCH, INC.$40K

Top buying agencies

Who is paying for this work — where the recompete solicitation will come from.

  1. 1Pension Benefit Guaranty Corporation$16.2M
  2. 2Department of the Treasury$40K

Showing 9 of 9, ordered by whichever column you chose above. Browse every industry.

What to do with a date

A federal contract is re-bought on a schedule that runs backwards from the day the current one ends — and most of what decides the winner happens before the solicitation is ever published.

By the time a rebid appears on SAM.gov the requirement is written, the set-aside decision is made, and the incumbent has had a year of conversations with the customer. Knowing an end date early is how you get into that year instead of arriving after it.

  1. 18mo → 12mo out

    Research

    The agency is beginning to plan the follow-on. You want to know more about this requirement than the notice will ever tell you.

  2. 12mo → 9mo out

    Shape

    The requirement is being written now. This is when a specification quietly comes to describe one company's way of working.

  3. 9mo → 6mo out

    Sources sought

    The highest-leverage window on the whole clock, and the one most small businesses sleep through.

  4. 3mo → 1mo out

    Solicitation

    The RFP typically posts in this window, and everything about it is fast.

The full sequence, with what closes at each boundary

Check it yourself, or be told

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