NAICS Code Description

525990 - Other Financial Vehicles

Top Businesses by Annual Sales for 525990 – Click for Complete Profiles:

Oep Capital Advisors LPHellman & Friedman LLC
Clark Enterprises IncKohlberg & Co LLC
Advent International CorpSchaumbond Group Inc
Littlejohn & Co LLCRedwood Capitl Investments LLC
Annaly Capital Management IncCompass Group Dvrsfd Hldngs LL

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)


  • 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.
Index Entries for 525990
525990525990525990Closed-end investment funds
525990525990525990CMOs (collateralized mortgage obligations)
525990525990525990Collateralized mortgage obligations (CMOs)
525990525990525990Face-amount certificate funds
525990525990525990Funds, mutual, closed-end
525990525990525990Investment funds, closed-end
525990525990525990Money market mutual funds, closed-end
525990525990525990Mortgage real estate investment trusts (REITs)
525990525990525990Mortgage-backed securities
525990525990525990Mutual funds, closed-end
525990525990525990Profit-sharing funds
525990525990525990Real estate mortgage investment conduits (REMICs)
525990525990525990REMICs (real estate mortgage investment conduits)
525990525990525990Special purpose financial vehicles
525990525990525990Unit investment trust funds