NAICS Code 523920 Description

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.

More Details

NAICS Code 523920 - Portfolio Management is a final level code of the “Finance and Insurance” Sector. There are 1,976 companies verified as active in this industry in the USA with an estimated employment of 366,244 people.

Industry Sector

Finance and Insurance

Total Companies


Verified Companies


Est. Employment


Annual Payroll


Total Revenue


SBA Size Standard

Annual Revenue Limit of $41,500,000

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Parent Category (less specific)

Industry Examples of NAICS 523920

Common types of examples within NAICS Code 523920 - Portfolio Management are:

  • Investment management
  • Managing investment funds
  • Managing mutual funds
  • Managing personal investment trusts
  • Managing trusts
  • Mutual fund managing
  • Pension fund managing
  • Personal investments trusts, managing
  • Portfolio fund managing
  • Private equity fund managing


For some business types, there may be a similar industry to NAICS Code 523920 - Portfolio Management that is a better classification match. Establishments primarily engaged in investment banking, securities dealing, securities brokering, commodity contracts dealing, or commodity contracts brokering are classified in NAICS Code - 5231 - Securities andCommodity Contracts Intermediation and Brokerage..

Industry Executives

Would you like to email executives in NAICS Code 523920 - Portfolio Management ? Below are some of the common job titles available to be targeted.

  • Business Development
  • Chairman
  • C-Level
  • Director
  • Engineering
  • Executive Director
  • Facilities
  • Finance
  • Human Resource
  • IT
  • Manager
  • Marketing
  • Manufacturing
  • Operations
  • Owner
  • Partner
  • President
  • Principal
  • Purchasing
  • Sales
  • Vice President

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Questions & Answers

  • What is the SBA NAICS 523920 revenue limit?

    Businesses with an annual revenue under $41,500,000 are considered small businesses by SBA.

  • How many active businesses operate in NAICS Code 523920?

    There are 1,976 verified business locations operating primarily in this industry.

  • What was the total revenue for NAICS Code 523920?

    In 2017 the total revenue for Portfolio Management was $251,376,942,000

  • What was the annual payroll for NAICS Code 523920?

    In 2017 the annual payroll for Portfolio Management was $82,495,427,000

  • How many people work in NAICS Code 523920?

    The number of reported paid employees is 366,244.