Federal contractor profile

INNOVEST PORTFOLIO SOLUTIONS LLC

UEI G98MNZ6LMNY5CAGE 6RGA1Company website ↗

Active
Small Business

Overview

Legal name
INNOVEST PORTFOLIO SOLUTIONS LLC
Registered location
DENVER, CO, USA
Website
Company website ↗
Primary NAICS
523999 — Miscellaneous Financial Investment Activities
Latest award activity
Sep 10, 2026
Read company summary

INNOVEST PORTFOLIO SOLUTIONS LLC is associated with UEI G98MNZ6LMNY5 and CAGE 6RGA1 in public federal records. AcornBids currently links 1 prime award totaling $465.7K in obligations to this entity. Its largest recorded federal customer by obligations is Department of Labor. Its recorded federal awards include work classified as All Other Professional, Scientific, and Technical Services. These categories describe the loaded award records, not a complete list of company capabilities. Its primary SAM.gov NAICS is 523999 (Miscellaneous Financial Investment Activities). Its public SAM.gov registration lists DENVER, CO, USA.

At a glance

Lifetime prime obligations$465.7K
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 Sep 28, 2026. Refresh pending; these totals may be out of date.

Business information

Public SAM.gov registration details.

Legal name
INNOVEST PORTFOLIO SOLUTIONS LLC
UEI
G98MNZ6LMNY5
CAGE
6RGA1
Registered address
7979 E TUFTS AVE, DENVER, CO, 80237, USA
Registration status
Active
Primary NAICS
523999 — Miscellaneous Financial Investment Activities
SAM activation
Jan 12, 2026
Initial registration
May 25, 2012
Entity start
Jul 1, 1996
SAM updated
Jan 12, 2026
Registration expires
Jan 8, 2027
Fiscal year end
Dec 31
Place of incorporation
CO, USA

View SAM.gov source

Federal award analysis

Net transaction obligations by federal fiscal period.

Transaction history is not available in the loaded data. Annual funding is not estimated from current award totals.

Recent federal awards

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

Award / descriptionAwarding agencyObligationsStart dateEnd date
1605C122C0010PRUDENCE EXPERT WITNESS FOR EBSA'S INVESTIGATION - HB&TDepartment of Labor$519.8KApr 22, 2022Jul 24, 2027

Upcoming positioning windows

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

PRUDENCE EXPERT WITNESS FOR EBSA'S INVESTIGATION - HB&T
Department of Labor$519.8K obligationsEnds Jul 24, 2027
Recompete signal 80/100

Why this recompete signal

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

Stored score: 80/100

The award detail page links to the underlying source record.

Registration, certifications & contacts

Registration evidenceDate
SAM updatedJan 12, 2026
Source loadedSep 26, 2026
Initial registrationMay 25, 2012
Entity startJul 1, 1996

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

IndustryReported size status
523999 — Miscellaneous Financial Investment ActivitiesNot reported
ContactRolePublished contact methodsEvidenceSource date
PAMELA CRUZGovernment businessContact method not publishedSAM registrationNot available
PAMELA CRUZAlternate government businessContact method not publishedSAM registrationNot available
PAMELA CRUZElectronic businessContact method not publishedSAM registrationNot available
PAMELA CRUZAlternate electronic businessContact method not publishedSAM registrationNot available
Registered industries
  • 523999 — Miscellaneous Financial Investment Activities

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

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About INNOVEST PORTFOLIO SOLUTIONS LLC

Where is the company registered?

7979 E TUFTS AVE, DENVER, Colorado 80237, United States

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

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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.

No official subaward rows are loaded, so Acorn does not claim known teaming relationships.

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