NAICS code 525990: Other Financial Vehicles
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).
- SBA small-business size limit
- $40.0M
Is your company small for 525990?
The SBA limit is $40 million average annual receipts.
What 525990 covers
Included
- 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)
Use another code for
- 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
- 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
Activities listed under 525990
- Closed-end investment funds
- CMOs (collateralized mortgage obligations)
- Collateralized mortgage obligations (CMOs)
- Face-amount certificate funds
- Funds, mutual, closed-end
- Investment funds, closed-end
- Money market mutual funds, closed-end
- Mortgage real estate investment trusts (REITs)
- Mortgage-backed securities
- Mutual funds, closed-end
- Pooled investment vehicle (PIV) funds, closed-end
- Profit-sharing funds
Show all 16 entries
- Real estate mortgage investment conduits (REMICs)
- REMICs (real estate mortgage investment conduits)
- Special purpose financial vehicles
- Unit investment trust funds
Questions
What is NAICS code 525990?
NAICS 525990 is “Other Financial Vehicles”. This industry comprises legal entities (i.e., funds (except insurance and employee benefit funds; open-end investment funds; trusts, estates, and agency accounts)).
What businesses use NAICS code 525990?
Examples from the U.S. Census Bureau: Closed-end investment funds; Special purpose financial vehicles; Collateralized mortgage obligations (CMOs); Unit investment trust funds; Face-amount certificate funds; and Mortgage real estate investment trusts (REITs).
What is not included in NAICS 525990?
Businesses mainly 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; and 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.
What is the SBA size standard for NAICS 525990?
$40 million average annual receipts (average of the last five fiscal years), including affiliates. Source: 13 CFR 121.201, effective March 17, 2023.
What is the SIC code for NAICS 525990?
SIC codes 6726 (Unit Investment Trusts, Face-Amount Certificate Offices, and Closed-End Management Investment Offices), 6371 (Pension, Health, and Welfare Funds, part) and 6798 (Real Estate Investment Trusts, part), from the U.S. Census Bureau concordances (1987 SIC → 2002 NAICS, carried to 2022 NAICS).
What is the IRS business code for NAICS 525990?
The IRS list of Schedule C business codes has no code for this industry. If no code fits, the list ends with 999000 Unclassified establishments.
How do I find government contracts for NAICS 525990?
Federal agencies put a NAICS code on each solicitation in SAM.gov, and some states and cities use NAICS codes too. Add 525990 to your SAM.gov registration and to your bid alerts; PublicBeam emails new bids for the codes you choose every morning.
Source: U.S. Census Bureau, 2022 NAICS (public domain). PublicBeam is independent and not affiliated with the Census Bureau or any agency. Always check the NAICS code in the official notice before you bid.