Federal contractor profile

MERGANSER CAPITAL MANAGEMENT, LLC

UEI HLBEVANAE3Q4CAGE 9PES7Company website ↗

Active
Small Business

Overview

Legal name
MERGANSER CAPITAL MANAGEMENT, LLC
Also known as
MERGANSER CAPITAL MANAGEMENT, LLC
Registered location
BOSTON, MA, USA
Website
Company website ↗
Primary NAICS
523940 — Portfolio Management and Investment Advice
Latest award activity
Jul 30, 2026
Read company summary

MERGANSER CAPITAL MANAGEMENT, LLC is associated with UEI HLBEVANAE3Q4 and CAGE 9PES7 in public federal records. AcornBids currently links 1 prime award totaling $2.9M 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 BOSTON, MA, USA.

At a glance

Lifetime prime obligations$2.9M
Prime awards1
Awards with future end dates0
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 17, 2026. Refresh pending; these totals may be out of date.

Business information

Public SAM.gov registration details.

Legal name
MERGANSER CAPITAL MANAGEMENT, LLC
Doing business as
MERGANSER CAPITAL MANAGEMENT, LLC
UEI
HLBEVANAE3Q4
CAGE
9PES7
Registered address
99 HIGH STREET, BOSTON, MA, 02110, USA
Registration status
Active
Primary NAICS
523940 — Portfolio Management and Investment Advice
SAM activation
Apr 24, 2026
Initial registration
Nov 10, 2022
Entity start
Jan 1, 1985
SAM updated
Apr 26, 2026
Registration expires
Apr 22, 2027
Fiscal year end
Dec 31
Place of incorporation
DE, USA

View SAM.gov source

Research brief

Source facts

  • Loaded prime-award records link 1 awards and $2,859,454 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 & INVESTMENT ADVICE Source

Federal award analysis

Net transaction obligations by federal fiscal period.

Selected transaction obligations$2.9M
Prime contracts

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.

Recent federal awards

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

Award / descriptionAwarding agencyObligationsStart dateEnd date
16PBGC24C0036PORTFOLIO MANAGEMENT & INVESTMENT ADVICEPension Benefit Guaranty Corporation$2.9MJan 1, 2024Jul 29, 2026

Registration, certifications & contacts

Registration evidenceDate
SAM updatedApr 26, 2026
Source loadedSep 26, 2026
Initial registrationNov 10, 2022
Entity startJan 1, 1985

Registration classifications: Self Certified Small Disadvantaged Business, Small Business. These are separate from the reported certificates above.

IndustryReported size status
523940 — Portfolio Management and Investment AdviceNot reported
ContactRolePublished contact methodsEvidenceSource date
JEFFREY ADDISGovernment businessContact method not publishedSAM registrationNot available
JEFFREY ADDISAlternate government businessContact method not publishedSAM registrationNot available
JEFFREY ADDISElectronic businessContact method not publishedSAM registrationNot available
JEFFREY ADDISAlternate 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

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

RAMIREZ ASSET 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

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

LOS ANGELES 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

COLCHESTER GLOBAL INVESTORS LIMITED

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

About MERGANSER CAPITAL MANAGEMENT, LLC

What products and services appear in its federal awards?

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

Recorded products and services: R710 — Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above).

Examples from recent award records:

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

Where is the company registered?

99 HIGH STREET, BOSTON, Massachusetts 02110, 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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