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). It has no schema of its own: companies here are mapped on the Financial services schema, and what it does not cover is recorded as gaps.

Baseline: Financial services v1
Inherited from: Financial services
Companies mapped: 0 of 0
Primitives: 57 in 8 parts
Last updated: Nov 2, 2026

The numbers for this industry

United States · 2023 · NAICS 525990

Establishments: 1,652
Employees: 7,819
Annual payroll: $1.3B
Payroll per employee: $167.6K

Establishments by number of employees

1-41,373
5-9134
10-1972
20-4946
50-9918
100-2497

Source: US Census Bureau, County Business Patterns 2023 (national file), employees as of mid-March 2023, payroll for the year; published 2025-06-26. Coded on NAICS 2017. Withheld cells read as not published.

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Focused research on the least-covered organizations in other financial vehicles; what it finds is public for everyone.

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57 primitives

Primitive	Part	Layer	Description	Parameters	Coverage
Credit and portfolio risk credit_risk	Control: rules the company runs under	Decisions	Expected losses, concentrations and limits across the book.	2	—
Identity checks and anti-money-laundering kyc_aml	Control: rules the company runs under	Process	Knowing who clients are, screening them, monitoring transactions and reporting suspicion.	2	—
Regulatory reporting regulatory_reporting	Control: rules the company runs under	Process	Returns and reports owed to regulators, and the findings of their examinations.	2	—
Strategy and goals strategy	Direction: deciding where it goes	Decisions	What the company is trying to become.	0	—
Credit and investment committees governance	Direction: deciding where it goes	Decisions	Who approves which decisions, up to which limit.	0	—
Management cadence cadence	Direction: deciding where it goes	Process	The meetings and reviews that run the company.	0	—
Learning and improvement improvement	Direction: deciding where it goes	Process	How feedback changes the way work is done.	0	—

Coverage: the share of the 0 companies mapped in public on Other Financial Vehicles and below that have the primitive mapped. Primitives are matched by key, so companies on earlier versions count.

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57 primitives

Primitive	Part	Layer	Description	Parameters	Coverage
Credit and portfolio risk credit_risk	Control: rules the company runs under	Decisions	Expected losses, concentrations and limits across the book.	2	—
Identity checks and anti-money-laundering kyc_aml	Control: rules the company runs under	Process	Knowing who clients are, screening them, monitoring transactions and reporting suspicion.	2	—
Regulatory reporting regulatory_reporting	Control: rules the company runs under	Process	Returns and reports owed to regulators, and the findings of their examinations.	2	—
Strategy and goals strategy	Direction: deciding where it goes	Decisions	What the company is trying to become.	0	—
Credit and investment committees governance	Direction: deciding where it goes	Decisions	Who approves which decisions, up to which limit.	0	—
Management cadence cadence	Direction: deciding where it goes	Process	The meetings and reviews that run the company.	0	—
Learning and improvement improvement	Direction: deciding where it goes	Process	How feedback changes the way work is done.	0	—

Coverage: the share of the 0 companies mapped in public on Other Financial Vehicles and below that have the primitive mapped. Primitives are matched by key, so companies on earlier versions count.