Other Investment Pools and Funds Industry Research Report

Industry Overview

This industry group comprises legal entities (i.e., investment pools and/or funds) organized to pool securities or other assets (except insurance and employee benefit funds) on behalf of shareholders, unitholders, or beneficiaries.
Source: U.S. Census Bureau

Other Investment Pools and Funds Market Size

This research report analyzes the market size and trends in the Other Investment Pools and Funds industry. It shows overall market size from 2020 to the present, and predicts industry growth through 2030. Revenues data include both public and private companies.

HistoricalForecasted
20202021202220232024202520262027202820292030
Market Size (Total Revenue)

Included in Report

% Growth Rate
Number of Companies
Total Employees
Average Revenue per Company
Average Employees per Company
Source: U.S. government financial data

Industry Revenue ($ Billions)

Industry Market Size
  • 2018
  • 2019
  • 2020
  • 2021
  • 2022
  • 2023
  • 2024

Industry Forecast ($ Billions)

Industry Market Size
  • 2024
  • 2025
  • 2026
  • 2027
  • 2028
  • 2029
  • 2030


Advanced econometric models forecast five years of industry growth based on short- and long-term trend analysis. Market size includes revenue generated from all products and services sold within the industry.

Geographic Breakdown by U.S. State

Market size by state reveals local opportunity through the number of companies located in the region. Each state's growth rate is affected by regional economic conditions. Data by state can be used to pinpoint profitable and nonprofitable locations for Other Investment Pools and Funds companies in the United States.

Industry Revenue by State [Sample]

Market Size by State

Distribution by Company Size

Company SizeAll IndustriesOther Investment Pools and Funds
Small Business (< 5 Employees)

Included

Small Business (5 - 20)
Midsized Business (20 - 100)
Large Business (100 - 500)
Enterprise (> 500)

Industry Income Statement (Average Financial Metrics)

Financial statement analysis determines averages for the following industry forces:
The report includes a traditional income statement from an "average" Other Investment Pools and Funds company (both public and private companies are included).

Industry AveragePercent of Sales
Total Revenue

Included

Operating Revenue
Cost of Goods Sold (COGS)
Gross Profit
Operating Expenses
Operating Income
Non-Operating Income
Earnings Before Interest and Taxes (EBIT)
Interest Expense
Earnings Before Taxes
Income Tax
Net Profit


Average Income Statement

Average Income Statement

Cost of Goods Sold

Salaries, Wages, and Benefits

Rent

Advertising

Depreciation and Amortization

Officer Compensation

Net Income


Financial Ratio Analysis

Financial ratios allow a company's performance to be compared against that of its peers.

Financial RatioIndustry Average
Profitability Ratios

Included

Profit Margin
ROE
ROA
Liquidity Ratios
Current Ratio
Quick Ratio
Activity Ratios
Average Collection Period
Asset Turnover Ratio
Receivables Turnover Ratio
Inventory Conversion Ratio

Compensation and Salary Surveys

Salary information for employees working in the Other Investment Pools and Funds industry.

TitlePercent of WorkforceBottom QuartileAverage (Median) SalaryUpper Quartile
Management Occupations14%

Included

Top Executives5%
Chief Executives1%
General and Operations Managers5%
Operations Specialties Managers7%
Financial Managers5%
Financial Managers5%
Business and Financial Operations Occupations32%
Business Operations Specialists6%
Financial Specialists26%
Accountants and Auditors6%
Accountants and Auditors6%
Financial Analysts and Advisors17%
Financial Analysts9%
Personal Financial Advisors8%
Sales and Related Occupations12%
Sales Representatives, Services10%
Securities, Commodities, and Financial Services Sales Agents10%
Securities, Commodities, and Financial Services Sales Agents10%
Office and Administrative Support Occupations28%
Secretaries and Administrative Assistants11%
Secretaries and Administrative Assistants11%
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive9%
Other Office and Administrative Support Workers8%
Office Clerks, General7%
Office Clerks, General7%

Government Contracts

The federal government spent an annual total of $1,301,425 on the Other Investment Pools and Funds industry. It has awarded 31 contracts to 14 companies, with an average value of $92,959 per company.

Top Companies in Other Investment Pools and Funds and Adjacent Industries

CompanyAddressRevenue
($ Millions)

Included





Purchase Options
GeographyUnited States
Publication DateAugust 2025
Report FormatPDF Download  PDF
Price$750 $499
Report Contents
Report Objectives

For Private Equity Firms & InvestorsFor Business ExecutivesFor StartupsFor Venture Capital
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