NAICS 525990 - Other Financial Vehicles RFPs, RFIs, RFQs, Sources Sought and Government Contracting Opportunities

Browse open Other Financial Vehicles (NAICS 525990) RFPs, RFIs, RFQs, and Sources Sought on Bidscope. We aggregate active government contracting opportunities from federal, state, and local agencies, refreshed daily so you never miss a bid. Click any opportunity below for full solicitation details, due dates, and contacts.

About Other Financial Vehicles (NAICS 525990)

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).

StatusTitleBuyerDue Date
OpenPermanent Fund Management Services

The City of Fairbanks is seeking a contractor to provide permanent fund management services, including investment management and portfolio management, with proposals due by September 30, 2026.

Fairbanks, AK, USARequest for Proposal (RFP)
City of Fairbanks9/30/2026
OpenSatellite Private Equity Investment Management

The Oklahoma Tobacco Settlement Endowment Trust Fund Board of Investors is seeking investment management services for a satellite private equity strategy, with an approximately $20–$30 million allocation split among one to four managers and a required minimum investment acceptance of $5 million.

2300 North Lincoln Boulevard, Oklahoma City, OK, USARequest for Proposal (RFP)
Oklahoma > Department of Human Services9/30/2026
OpenNational Security Fund Finance Program

The Office of Strategic Capital is seeking professionally managed debt investment fund managers for $500 million to $1 billion credit facilities supporting investments in critical minerals and materials supply chains important to U.S. national security.

Washington, DC, USARequest for Proposal (RFP)
United States of America > DEPT OF DEFENSE > WASHINGTON HEADQUARTERS SERVICES (WHS)11/1/2026
OpenInvestment Advisor Services

Austin Transit Partnership is seeking a registered investment adviser to provide non-discretionary portfolio management and related reporting, cash-flow, trading, and investment-policy support for more than $500 million in public funds under a five-year contract with two one-year options.

203 Colorado Street, Austin, TX, USARequest for Quote/Qualifications (RFQ)
Austin Transit Partnership9/18/2026
OpenU.S. Aggregate Core Plus Fixed-Income Investment Management

The Ohio Bureau of Workers' Compensation is seeking multiple investment managers to provide active U.S. Aggregate Core Plus fixed-income investment management services for its State Insurance Fund.

Ohio Bureau of Workers' Compensation, Portsmouth, OH, USARequest for Proposal (RFP)Minority-Owned Business
State of Ohio > Bureau of Workers' Compensation9/24/2026
OpenInvestment Management Services

Denver Health and Hospital Authority is seeking investment management services for its long-term growth, redevelopment corporation, and fixed-income accounts.

777 North Delaware Street, Denver, CO, USARequest for Proposal (RFP)
Denver Health and Hospital Authority > Purchasing10/5/2026
OpenInvestment Advisory and Portfolio Management Services

The City of Rancho Palos Verdes is seeking a qualified firm to provide investment advisory and portfolio management services for its approximately $85.9 million public investment portfolio, including strategy development, cash-flow analysis, compliance monitoring, reporting, and ongoing investment recommendations.

30940 Hawthorne Boulevard, Rancho Palos Verdes, CA, USARequest for Proposal (RFP)
City of Rancho Palos Verdes > Public Works9/22/2026
OpenChildren's Trust Fund Advisory Services

The Ho-Chunk Nation is seeking qualified firms or individuals to provide Children's Trust Fund advisory services, including investment advisory, investment management, custodial, and recordkeeping administration services.

Black River Falls, WI, USARequest for Proposal (RFP)
Ho Chunk Nation > Department of the Treasury > Procurement Division10/1/2026
OpenPassive High-Yield Bond Investment Management

The Falmouth Retirement Board is seeking an investment management firm to manage approximately $11 million in a passive high-yield bond commingled vehicle for its defined benefit plan.

Falmouth, MA, USARequest for Proposal (RFP)
Massachusetts > Public Employee Retirement Administration Commission > Falmouth Retirement Board > Falmouth Retirement System9/21/2026
OpenInvestment Advisory and Management Services

Southern Alberta Institute of Technology is seeking an external investment advisory firm to develop and maintain investment strategies and provide related financial asset management support.

1301 16th Avenue NW, Calgary, AB, CanadaRequest for Proposal (RFP)
Southern Alberta Institute of Technology10/9/2026
OpenCash/Short Term Bond Manager Services

The Andover Contributory Retirement System is seeking a cash/short term bond manager to manage $21 million in assets, with proposals due September 25, 2026.

United StatesRequest for Proposal (RFP)
Massachusetts > Public Employee Retirement Administration Commission9/25/2026
OpenPension and OPEB Investment Management Services

Delta County, Michigan, is seeking an investment management firm, registered investment advisor, or institutional trust company to structure and manage a County-controlled trust and investment portfolio for unfunded defined-benefit pension and OPEB liabilities under a three-year contract.

Delta County, MI, USARequest for Proposal (RFP)
Rocky Mountain Purchasing Group > Delta County9/14/2026
OpenInvestment Management and Advisory Services

MassHousing is seeking proposals for investment management and advisory services to actively manage its Multi-Family and Single-Family bond resolutions, Mortgage Insurance Fund, and Working Capital Accounts.

1 Beacon Street, Boston, MA, USARequest for Proposal (RFP)
Massachusetts > MassHousing9/24/2026
OpenBanking and Investment Services

The Sacramento Housing and Redevelopment Agency is seeking a qualified financial institution to provide comprehensive banking, cash management, depository, treasury, payment, fraud prevention, reporting, and HUD-compliant investment services for a five-year contract.

801 12th Street, Sacramento, CA, USARequest for Proposal (RFP)
Sacramento Housing and Redevelopment Agency9/17/2026
OpenBond Underwriting Services

New York State Homes and Community Renewal and four affiliated agencies are seeking qualified financial firms for three-year prequalified panels and a selling group to underwrite, market, distribute, and support agency bond issuances, with two optional one-year renewals.

New York, USARequest for Quote/Qualifications (RFQ)Service-Disabled Veteran-Owned BusinessMinority-Owned BusinessWoman-Owned Business
New York > New York State Office of Resilient Homes and Communities > New York State Housing Finance Agency > State of New York Mortgage Agency > State of New York Municipal Bond Bank Agency > Tobacco Settlement Financing Corporation9/28/2026
OpenInvestment Advisory Services

Grayson College is seeking competitive sealed proposals from qualified investment advisory firms to provide comprehensive investment advice and management for all College investment assets.

6101 Grayson Drive, Denison, TX, USARequest for Proposal (RFP)
Grayson College9/22/2026
OpenInvestment Advisory Services

The Greater Miami Expressway Agency is seeking qualified firms to provide investment advisory services under RFQ-27-01.

Miami, FL, USARequest for Quote/Qualifications (RFQ)
Greater Miami Expressway9/25/2026
OpenRetirement System Investment Consulting Services

The Weymouth Retirement Board is seeking a qualified firm to provide non-discretionary fiduciary investment consulting for the Weymouth Contributory Retirement System, including asset allocation, manager due diligence, risk management, and performance evaluation.

Weymouth Town, MA, USARequest for Proposal (RFP)
Massachusetts > Stoneham Retirement Board-
OpenVehicle and Equipment Lease-Purchase Financing

The City of Mineral Wells, Texas is seeking proposals from qualified financial institutions for tax-exempt, fixed-rate lease-purchase financing of vehicles and equipment totaling approximately $554,598.

Mineral Wells, TX, USARequest for Proposal (RFP)
City of Mineral Wells9/18/2026
OpenOPEB Plan Trust Advisory Services

The New York State Environmental Facilities Corporation is seeking qualified firms to provide comprehensive advisory, administrative, and/or investment management services for the establishment and ongoing management of an OPEB Section 115 Trust.

New York, USARequest for Proposal (RFP)Service-Disabled Veteran-Owned BusinessMinority-Owned BusinessWoman-Owned Business
New York > Environmental Facilities Corporation9/17/2026
OpenFinancial Advisor Professional Services

The City of Palo Alto is seeking a qualified financial advisory firm to provide professional guidance and advisory services for debt management, capital financing, and strategic planning over a three-year period.

Palo Alto, CA, USARequest for Proposal (RFP)
City of Palo Alto9/15/2026
OpenInvestment Advisory Services for City Portfolio and Section 115 Trust

The City of Milpitas is seeking investment advisory services for its city investment portfolio and Section 115 retirement trust, with each package evaluated and awarded separately under five-year contracts with two one-year options.

Milpitas, CA, USARequest for Proposal (RFP)
City of Milpitas > Purchasing Division9/24/2026
OpenRetirement Board Investment Consulting Services

The Stoneham Retirement Board is seeking proposals from qualified firms to provide investment consulting services consistent with Massachusetts public employee retirement laws and regulations.

Stoneham, MA, USARequest for Proposal (RFP)
Massachusetts > Stoneham Retirement Board10/16/2026
OpenRevolving Loan Fund for Affordable Housing

Haywood County is seeking qualified applicants to support the creation, preservation, and rehabilitation of affordable housing units within Haywood County.

Haywood County, NC, USARequest for Proposal (RFP)
Haywood County9/14/2026
OpenBank Depository Services

Texas Southmost College is soliciting sealed proposals from qualified financial institutions with a main office or branch in Cameron or Willacy Counties to provide primary depository services.

Texas, USARequest for Proposal (RFP)
Texas Southmost College10/15/2026
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What is NAICS code 525990 (Other Financial Vehicles)?+

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).

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