NAICS Code Description

523920 - Portfolio Management

*Click to View Top Businesses by Revenue for 523920 – Complete Profiles*.

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.

Illustrative Examples:

Managing trusts
Pension fund managing
Mutual fund managing
Portfolio fund managing


Cross-References.

  • Establishments primarily engaged in investment banking, securities dealing, securities brokering, commodity contracts dealing, or commodity contracts brokering are classified in Industry Group 5231, Securities and Commodity Contracts Intermediation and Brokerage.
2007
NAICS
2012
NAICS
2017
NAICS
Index Entries for 523920
523920523920523920Investment management
523920523920523920Managing investment funds
523920523920523920Managing mutual funds
523920523920523920Managing personal investment trusts
523920523920523920Managing trusts
523920523920523920Mutual fund managing
523920523920523920Pension fund managing
523920523920523920Personal investments trusts, managing
523920523920523920Portfolio fund managing
523920523920523920Private equity fund managing

Top Businesses by Annual Sales for 523920 – Click for Complete Profiles:

Tarrant Capital Ip LLCSan FranciscoCA
Bluestem Group IncEden PrairieMN
Harvest Partners LPNew YorkNY
Apollo Management LpNew YorkNY
Nuveen Investments IncChicagoIL
Colony Capital LLCSanta MonicaCA
Janus Capital Management LLCDenverCO
Sculptor Capital MGT IncNew YorkNY
Nautic Partners LLCProvidenceRI
Trammell Crow Centl Texas LtdDallasTX