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NAICS 525990, industry

NAICS 525990: Other financial vehicles

NAICS 525990 is the industry code for other financial vehicles. Use it on loan applications, tax forms and registrations. Explore financing for professional services and start your application when you are ready.

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What 525990 covers

Other financial vehicles include closed end funds, real estate investment trusts, special purpose vehicles and other pooled investment entities.

Included in this code

  • Closed end funds
  • REITs
  • Special purpose financing vehicles
  • Unit investment trusts

Not this code

Businesses that use 525990

Non traded REITSpecial purpose vehicle

Financing for this trade

REITs use mortgages, unsecured credit lines and bonds, while special purpose vehicles use securitizations and warehouse facilities. Lenders look at asset values, debt service coverage and leverage.

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Is 525990 the right code for an investment vehicle?

Yes, if the entity is a pooled investment vehicle such as a REIT or closed end fund. Fund managers use 523940. If your work overlaps, also read the definitions for 525910 (open end investment funds) and 531120 (lessors of nonresidential buildings), then choose the code that matches your largest source of revenue.

What is the SBA size standard for 525990?

The SBA size standard for 525990 is $40M in average annual receipts. SBA averages total gross receipts over the last five completed fiscal years and adds in any affiliates under common control. An investment vehicle at or below that figure counts as small for federal small business contracts and other SBA size determinations, although lending and passive investment businesses are generally not eligible for SBA 7(a) loans.

How are REITs and investment vehicles financed?

REITs use mortgages, unsecured credit lines and bonds, while special purpose vehicles use securitizations. Lenders review asset values and coverage ratios. Most lenders want two years of tax returns, year to date financial statements and a current debt schedule, and they size payments so cash flow covers debt service comfortably.

What does NAICS 525990 cover?

Other financial vehicles. Industry level code in NAICS 2022, under 52 Finance and insurance, 525 Funds, trusts, and other financial vehicles, 5259 Other investment pools and funds, 52599 Other financial vehicles.

What financing do NAICS 525990 businesses use?

Equipment financing, working capital, SBA loans and invoice factoring are the products placed most for professional services businesses. Start an application and the AI matches the deal to lenders that fund this code.

Where do I put NAICS 525990?

On the SBA loan application, on federal Schedule C or Form 1120, on SAM.gov and state registrations, and on most lender applications. A business can report more than one code; use this one if it describes what produces most of your revenue.