Investment Firms Industry Profile

Report Page Length: 10-12
Last Quarterly Update: 6/17/2024
SIC Codes: 6719
NAICS Codes: 551112
Chapters Include:
Industry Overview Trends & Challenges Industry Forecast
Quarterly Industry Update Call Prep Questions Website & Media Links
Business Challenges Financial Information Glossary & Acronyms
View Full Sample Add To Cart

Excerpt from Investment Firms Industry Profile

Companies in this industry take equity positions in target companies, typically owning a controlling interest. Major companies include Berkshire Hathaway, Clark Enterprises, Icahn Enterprises, and Jeffries Financial Group (all based in the US), along with CITIC (Hong Kong), EXOR (Italy), and SoftBank (Japan). The industry also includes the investment arms of major banks, such as Bank of America, Citigroup, Deutsche Bank, JP Morgan Chase, and Goldman Sachs.

Activity in emerging markets in the Asia/Pacific region has attracted the interest of companies seeking new investment opportunities. Political uncertainties in some emerging regions, such as the Middle East, can pose risks that outweigh potential returns and cause investors to look elsewhere.

The US investment firms industry includes about 9,000 establishments (single-location companies and units of multi-location companies) with an annual revenue of about $68 billion.


Demand is driven by the movement of capital throughout the economy. Profitability depends on the ability to identify targets for investment. Large firms have advantages in access to capital. Small firms can compete by specializing in market segments.

Investment firms compete with other entities seeking investment capital. Competing organizations may include sponsors of public and private investment funds, real estate development companies, and other organizations within the global investment management industry.


The main revenue sources for investment firms include trading securities and commodity contract, which accounts more than 50% of the industry revenue. Gains from sold non-financial ...

View Full Sample Add To Cart Return to the Industry Profile Menu

Related Profiles

Here are a few profiles related to Investment Firms that you also might be interested in viewing:

Would you or your company benefit from having unlimited access to First Research's industry intelligence tools?

Learn More About Subscription Options