CAPITAL TRENDING STATUS LLC
Summary
Freight Transportation Arrangement | Pension Funds | Health and Welfare Funds | Open-End Investment Funds | Trusts, Estates, and Agency Accounts | Offices of Real Estate Agents and Brokers | Other Activities Related to Real Estate | Administrative Management and General Management Consulting Services
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Classification
Description
Freight Transportation Arrangement
Establishments in this category are primarly engaged in arranging transportation of freight between shippers and carriers. These establishments are usually known as freight forwarders, marine shipping agents, or customs brokers and offer a combination of services spanning transportation modes but do not directly provide shipping services.
Pension Funds
This category includes legal entities (i.e., funds, plans, and/or programs) organized to provide retirement income benefits exclusively for the sponsor's employees or members.
Illustrative Examples:
Employee benefit plans
Retirement plans
Pension funds and plans
Health and Welfare Funds
This category includes legal entities (i.e., funds, plans, and/or programs) organized to provide medical, surgical, hospital, vacation, training, and other health- and welfare-related employee benefits exclusively for the sponsor's employees or members.
Open-End Investment Funds
This category includes legal entities (i.e., open-end investment funds) organized to pool assets that consist of securities or other financial instruments. Shares in these pools are offered to the public in an initial offering with additional shares offered continuously and perpetually and redeemed at a specific price determined by the net asset value.
Illustrative Examples:
Investment funds, open-ended
Money market mutual funds, open-ended
Trusts, Estates, and Agency Accounts
This category includes legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.
Illustrative Examples:
Bankruptcy estates
Private estates (i.e., administering on behalf of beneficiaries)
Personal investment trusts
Testamentary trusts
Offices of Real Estate Agents and Brokers
Establishments in this category are primarly engaged in acting as agents and/or brokers in one or more of the following: (1) selling real estate for others; (2) buying real estate for others; and (3) renting real estate for others.
Other Activities Related to Real Estate
Establishments in this category are primarly engaged in performing real estate related services (except lessors of real estate, offices of real estate agents and brokers, real estate property managers, and offices of real estate appraisers).
Illustrative Examples:
Real estate escrow agencies
Real estate listing services
Real estate fiduciaries' offices
Landman services
Administrative Management and General Management Consulting Services
This includes establishments primarily engaged in providing operating advice and assistance to businesses and other organizations on administrative management issues, such as financial planning and budgeting, equity and asset management, records management, office planning, strategic and organizational planning, site selection, new business start-up, and business process improvement. This industry also includes establishments of general management consultants that provide a full range of administrative, human resource, marketing, process, physical distribution, logistics, or other management consulting services to clients.
Illustrative Examples:
Administrative management consulting services
Financial management (except investment advice) consulting services
General management consulting services
Site selection consulting services
Strategic planning consulting services
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