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RAMIREZ ASSET MANAGEMENT, INC.

UEI D5FUT8PZDD88CAGE 7EVQ7Company website ↗

Active
Small Business

Overview

Legal name
RAMIREZ ASSET MANAGEMENT, INC.
Registered location
NEW YORK, NY, USA
Website
Company website ↗
Primary NAICS
523940 — Portfolio Management and Investment Advice
Latest award activity
Jul 30, 2026
Read company summary

RAMIREZ ASSET MANAGEMENT, INC. is associated with UEI D5FUT8PZDD88 and CAGE 7EVQ7 in public federal records. AcornBids currently links 1 prime award totaling $2.3M in obligations to this entity. Its largest recorded federal customer by obligations is Pension Benefit Guaranty Corporation. 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 NEW YORK, NY, USA.

At a glance

Lifetime prime obligations$2.3M
Prime awards1
Awards with future end dates0
Top-agency concentration100.0%

Prime contract obligations across loaded award records. Obligations are not revenue or contract ceilings. Summary updated Oct 23, 2026.

Business information

Public SAM.gov registration details.

Legal name
RAMIREZ ASSET MANAGEMENT, INC.
UEI
D5FUT8PZDD88
CAGE
7EVQ7
Registered address
14 E 52ND ST, NEW YORK, NY, 10022, USA
Registration status
Active
Primary NAICS
523940 — Portfolio Management and Investment Advice
SAM activation
Jun 11, 2026
Initial registration
May 13, 2015
Entity start
Apr 6, 1998
SAM updated
Jun 11, 2026
Registration expires
Jun 9, 2027
Fiscal year end
Sep 30
Place of incorporation
NY, USA

View SAM.gov source

Research brief

Source facts

  • Loaded prime-award records link 1 awards and $2,309,134 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: PORTFOLIO MANAGEMENT SERVICES Source

Federal award analysis

Net transaction obligations by federal fiscal period.

Selected transaction obligations$2.3M
Prime contracts
$560.0KFY2024$900.0KFY2025$849.1KFY2026

Reported transaction obligations by federal fiscal period; includes deobligations. Missing transactions are not estimated. Histories follow awards currently assigned to this recipient and may include transactions under an earlier recipient. Coverage: 1 of 1 selected awards. Select a period to explore its awards.

Explore funding & geography →View quarterly funding

Funding change

Dated, valued transaction obligations in equal-length adjacent periods; missing records are unknown. Default: last completed federal fiscal year. Percentage is unavailable when the prior period has no positive reported obligations.

MeasureReported value
Current periodOct 1, 2025 – Sep 30, 2026
Current obligations$849.1K
Prior periodOct 1, 2024 – Sep 30, 2025
Prior obligations$900.0K
Change$-50.9K
Growth-5.7%

Where the work is performed

AKMEVTNHWAIDMTNDMNWIMINYMAORNVWYSDIAILINOHPANJCTRICAUTCONEMOKYWVVAMDDEAZNMKSARTNNCSCDCOKLAMSALGAHITXFL

State tile map; darker tiles have larger absolute net obligations. Outlined tiles indicate net deobligations. Unshaded tiles have no reported transactions in this selection. Other locations appear in the table.

Agencies
CategoryPeriod obligationsAwards
Pension Benefit Guaranty Corporation$2.3M1
Offices
CategoryPeriod obligationsAwards
PENSION BENEFIT GUARANTY CORP$2.3M1
Naics
CategoryPeriod obligationsAwards
523940 — Portfolio Management and Investment Advice$2.3M1
Psc
CategoryPeriod obligationsAwards
R710 — Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)$2.3M1
Vehicles
CategoryPeriod obligationsAwards
Unclassified$2.3M1
States
CategoryPeriod obligationsAwards
NY$2.3M1
Set Asides
CategoryPeriod obligationsAwards
NO SET ASIDE USED.$2.3M1

Recent federal awards

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

Award / descriptionAwarding agencyObligationsStart dateEnd date
16PBGC24C0035PORTFOLIO MANAGEMENT SERVICESPension Benefit Guaranty Corporation$2.3MJan 1, 2024Jul 29, 2026
Explore, filter and export all awards →SubcontractsGrants & subgrants

Registration, certifications & contacts

Registration evidenceDate
SAM updatedJun 11, 2026
Source loadedSep 26, 2026
Initial registrationMay 13, 2015
Entity startApr 6, 1998

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
MICHAEL FINCKGovernment businessContact method not publishedSAM registrationNot available
IRA ISAGUIRREAlternate government businessContact method not publishedSAM registrationNot available
MICHAEL FINCKElectronic businessContact method not publishedSAM registrationNot available
IRA ISAGUIRREAlternate electronic 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

Related companies worth researching

Explore the customer, work and award-size evidence behind each match.

PUGH CAPITAL MANAGEMENT INC

1 shared agency customer(s); Shared work: 523940 — Portfolio Management and Investment Advice; Average reported award size within 0.5–2× in matching records. Counts and amounts describe sampled matching awards, not the company’s full history.
1 awards

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC

1 shared agency customer(s); Shared work: 523940 — Portfolio Management and Investment Advice; Average reported award size within 0.5–2× in matching records. Counts and amounts describe sampled matching awards, not the company’s full history.
1 awards

AQR CAPITAL MANAGEMENT LLC

1 shared agency customer(s); Shared work: 523940 — Portfolio Management and Investment Advice; Average reported award size within 0.5–2× in matching records. Counts and amounts describe sampled matching awards, not the company’s full history.
1 awards

MERGANSER CAPITAL MANAGEMENT, LLC

1 shared agency customer(s); Shared work: 523940 — Portfolio Management and Investment Advice; Average reported award size within 0.5–2× in matching records. Counts and amounts describe sampled matching awards, not the company’s full history.
1 awards

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

1 shared agency customer(s); Shared work: 523940 — Portfolio Management and Investment Advice; Average reported award size within 0.5–2× in matching records. Counts and amounts describe sampled matching awards, not the company’s full history.
1 awards

NINETY ONE NORTH AMERICA, INC.

1 shared agency customer(s); Shared work: 523940 — Portfolio Management and Investment Advice; Average reported award size within 0.5–2× in matching records. Counts and amounts describe sampled matching awards, not the company’s full history.
1 awards
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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