525990

Other Financial Vehicles

Finance and Insurance › Funds, Trusts, and Other Financial Vehicles › Other Investment Pools and Funds

SBA Size Standard

$40M average annual receipts

Revenue-Based Verify at SBA.gov →

NAICS Code Hierarchy

52

Sector

Finance and Insurance

525

Subsector

Funds, Trusts, and Other Financial Vehicles

5259

Industry Group

Other Investment Pools and Funds

525990

National Industry (This Code)

Other Financial Vehicles

Official NAICS Description

Source: U.S. Census Bureau 2022 NAICS

📘 Source: U.S. Census Bureau — 2022 NAICS Manual
This industry comprises legal entities (i.e., funds (except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts)). Included in this industry are mortgage real estate investment trusts (REITs). Illustrative Examples: Closed-end investment funds Special purpose financial vehicles Collateralized mortgage obligations (CMOs) Unit investment trust funds Face-amount certificate funds Mortgage real estate investment trusts (REITs) Real estate mortgage investment conduits (REMICs)

✓ Small Business Eligibility at a Glance

Based on SBA Table of Small Business Size Standards (2024)

Size Standard

$40M average annual receipts

Measurement Period

3-year average

Standard Type

Revenue-Based

Applies To

All contracts under NAICS 525990

Set-Aside Programs

8(a), WOSB, HUBZone, SDVOSB

Certification Required

No (self-certify in SAM.gov)

Size standards are set by the SBA and reviewed periodically. Always verify at SBA.gov before bidding.

Cross-References

The following activities are classified elsewhere in the NAICS system:

→Legal entities (i.e., funds, plans, and programs) that provide insurance and employee benefits exclusively for the sponsor, firm, or its employees or members are classified in Industry Group 5251, Insurance and Employee Benefit Funds;
→Legal entities (i.e., open-end investment funds) organized to pool assets that consist of securities or other financial instruments, where the pools are offered to the public in an initial offering with additional shares offered continuously and perpetually at a specific price determined by the net asset value, are classified in Industry 525910, Open-End Investment Funds;
→Legal entities (i.e., trusts, estates, or agency accounts) administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement are classified in Industry 525920, Trusts, Estates, and Agency Accounts; and
→Equity real estate investment trusts (REITs) that are primarily engaged in leasing buildings, dwellings, or other real estate property to others are classified in Industry Group 5311, Lessors of Real Estate, based on primary type of real estate property leased.

How to Use NAICS 525990 in SAM.gov

NAICS code 525990 — Other Financial Vehicles — is used in SAM.gov to identify businesses whose primary activity falls within this classification. When you add this code to your SAM.gov entity registration, contracting officers searching for vendors in the Other Investment Pools and Funds space will be able to find your business.

If this code represents your primary business activity, designate it as your primary NAICS code. Your primary NAICS code determines your size standard for any contract solicited under this code. With a size standard of $40M average annual receipts, your business must be at or below this threshold to qualify as a small business for set-aside contracts under NAICS 525990.

Log in → Entity Registration → Goods & Services → Add NAICS Code → Enter 525990 → Save

Frequently Asked Questions

What is NAICS code 525990?

NAICS code 525990 is 'Other Financial Vehicles', classified under the Finance and Insurance sector (NAICS 52). This industry comprises legal entities (i.e., funds (except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts)). Included in this industry are mort

What is the SBA small business size standard for NAICS code 525990?

The SBA defines a small business under NAICS code 525990 (Other Financial Vehicles) as one with $40M average annual receipts. This size standard determines eligibility for small business set-aside contracts, 8(a), HUBZone, WOSB, and SDVOSB programs in SAM.gov.

How do I register NAICS code 525990 in SAM.gov?

To register NAICS code 525990 in SAM.gov: (1) Log in at sam.gov, (2) Navigate to your Entity Registration, (3) Go to the Assertions section, (4) Add 525990 (Other Financial Vehicles) to your NAICS code list. You may designate one code as your Primary NAICS code.

Quick Actions

Related NAICS Codes

Other codes in Other Investment Pools and Funds

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