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Finance and Insurance

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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.


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.

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Industry Examples

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

For specific job title targeting, please provide details in the business list request form.

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Questions & Answers

  • What is the largest size for a business in Portfolio Management to remain classified as a small business?

    Any business in Portfolio Management with average annual receipts under 42 million USD may be classified as a small business by SBA and Federal government programs.

  • 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.