Federal contractor profile

THE COLERIDGE GROUP, LLC

UEI C3QSAJJWYEZ9CAGE 62PV9Company website ↗

Active
Small Business

Overview

Legal name
THE COLERIDGE GROUP, LLC
Registered location
PHOENIX, AZ, USA
Website
Company website ↗
Primary NAICS
523940 — Portfolio Management and Investment Advice
Latest award activity
Apr 9, 2026
Read company summary

THE COLERIDGE GROUP, LLC is associated with UEI C3QSAJJWYEZ9 and CAGE 62PV9 in public federal records. AcornBids currently links 1 prime award totaling $79.8K in obligations to this entity. Its largest recorded federal customer by obligations is Securities and Exchange Commission. Its recorded federal awards include work classified as Portfolio Management and Investment Advice. These categories describe the loaded award records, not a complete list of company capabilities. Its primary SAM.gov NAICS is 523940 (Portfolio Management and Investment Advice). Its public SAM.gov registration lists PHOENIX, AZ, USA.

At a glance

Lifetime prime obligations$79.8K
Prime awards1
Awards with future end dates1
Top-agency concentration
Not available

Why this customer concentration

Detailed agency totals are not available in this stored profile.

Largest positive coded-agency total ÷ all positive coded-agency totals × 100

Missing data is shown as unavailable.

Prime contract obligations across loaded award records. Obligations are not revenue or contract ceilings. Summary updated Oct 7, 2026. Refresh pending; these totals may be out of date.

Business information

Public SAM.gov registration details.

Legal name
THE COLERIDGE GROUP, LLC
UEI
C3QSAJJWYEZ9
CAGE
62PV9
Registered address
8628 N SKYLINE DR, PHOENIX, AZ, 85028, USA
Registration status
Active
Primary NAICS
523940 — Portfolio Management and Investment Advice
SAM activation
Apr 6, 2026
Initial registration
Jul 22, 2010
Entity start
Jul 20, 2020
SAM updated
Apr 6, 2026
Registration expires
Mar 25, 2027
Fiscal year end
Dec 31
Place of incorporation
AZ, USA

View SAM.gov source

Research brief

Source facts

  • Loaded prime-award records link 1 awards and $79,751 in reported obligations to this legal entity. Source
  • Recorded awards include Portfolio Management and Investment Advice (NAICS 523940); this classification is not proof of every company capability. Source
  • An example award describes: EXPERT SERVICES Source

Federal award analysis

Net transaction obligations by federal fiscal period.

Selected transaction obligations$79.8K
Prime contracts

Reported transaction obligations by federal fiscal period; includes deobligations. Missing transactions are not estimated. Coverage: 1 of 1 selected awards. Select a period to explore its awards.

Recent federal awards

Prime contract awards. Select an award to review its history and source evidence.

Award / descriptionAwarding agencyObligationsStart dateEnd date
50310226C0012EXPERT SERVICESSecurities and Exchange Commission$79.8KApr 9, 2026Apr 8, 2031

Upcoming positioning windows

Modeled recompete windows are estimates, not announced solicitations or guarantees.

EXPERT SERVICES
Securities and Exchange Commission$79.8K obligationsEnds Apr 8, 2031
Recompete signal 15/100

Why this recompete signal

The original per-signal inputs are unavailable in this stored profile.

Stored score: 15/100

The award detail page links to the underlying source record.

Registration, certifications & contacts

Registration evidenceDate
SAM updatedApr 6, 2026
Source loadedSep 19, 2026
Initial registrationJul 22, 2010
Entity startJul 20, 2020

Registration classifications: Small Business. These are separate from the reported certificates above.

IndustryReported size status
523940 — Portfolio Management and Investment AdviceNot reported
ContactRolePublished contact methodsEvidenceSource date
FRANCISCO J AYALAGovernment businessContact method not publishedSAM registrationNot available
FRANCISCO J AYALAElectronic businessContact method not publishedSAM registrationNot available
Registered industries
  • 523940 — Portfolio Management and Investment Advice

Registration classifications and published certificates do not by themselves establish eligibility for a particular solicitation. View SAM source

About THE COLERIDGE GROUP, LLC

What products and services appear in its federal awards?

Recorded award industries: 523940 — Portfolio Management and Investment Advice.

Recorded products and services: R424 — Expert Witness.

Examples from recent award records:

These records describe federal award work, not every company capability. Review the award evidence.

Where is the company registered?

8628 N SKYLINE DR, PHOENIX, Arizona 85028, United States

Registered location from SAM.gov; award performance locations may differ.

Explore related contractor directories

Browse companies by registered location, primary registered industry, or federal customer.

Data coverage and methodology

Sources: SAM.gov registration, USAspending awards and transactions, and linked supporting records. Prime contract obligations, IDV ceilings and assistance amounts are kept separate. Missing records are not zero activity. Company claims are labeled separately. Recompete signals are rule-based scores out of 100. Positioning windows are AcornBids estimates.

Disclosed relationships only. Missing records do not establish that a contractor has no partners. Ambiguous parent award identifiers are excluded.

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