Loans
Showing 50 of 282 results.| Description | Business Name | Business Type | Industry + Sector | Employees | Date Approved | Loan Amount | Lender |
|---|---|---|---|---|---|---|---|
| $350K–$1M loan to FOUNDERS ADVISORS LLC |
FOUNDERS ADVISORS LLC
BIRMINGHAM, AL
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
30 | April 5, 2020 | $350K–$1M | Oakworth Capital Bank |
| $150K–$350K loan to GUARDIAN BROKERS LTD INC |
GUARDIAN BROKERS LTD INC
HUNTSVILLE, AL
|
S-Corp |
Investment Banking and Securities Dealing
Finance and Insurance
|
9 | April 15, 2020 | $150K–$350K | Synovus Bank |
| $150K–$350K loan to THE FRAZIER LANIER COMPANY, INCORPORATED |
THE FRAZIER LANIER COMPANY, INCORPORATED
MONTGOMERY, AL
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
18 | April 6, 2020 | $150K–$350K | Synovus Bank |
| $150K–$350K loan to LATHROP INVESTMENT MANAGEMENT CORPORATIONS |
LATHROP INVESTMENT MANAGEMENT CORPORATIONS
LITTLE ROCK, AR
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
5 | April 28, 2020 | $150K–$350K | Bank of Little Rock |
| $150K–$350K loan to RIVER VALLEY UNDERWRITERS, INC. |
RIVER VALLEY UNDERWRITERS, INC.
LITTLE ROCK, AR
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
15 | April 28, 2020 | $150K–$350K | Arvest Bank |
| $1M–$2M loan to MRA ASSOCIATES USA LLC |
MRA ASSOCIATES USA LLC
PHOENIX, AZ
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
65 | April 6, 2020 | $1M–$2M | KS StateBank |
| $350K–$1M loan to M.S. HOWELLS & CO. |
M.S. HOWELLS & CO.
SCOTTSDALE, AZ
|
S-Corp |
Investment Banking and Securities Dealing
Finance and Insurance
|
27 | April 11, 2020 | $350K–$1M | Zions Bank, A Division of |
| $350K–$1M loan to SAPPHIRE ESTATES REHAB CENTRE LLC |
SAPPHIRE ESTATES REHAB CENTRE LLC
TUCSON, AZ
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
94 | April 27, 2020 | $350K–$1M | Village Bank and Trust, National Association |
| $150K–$350K loan to MARTIN WOLF ASSOCIATES, INC. |
MARTIN WOLF ASSOCIATES, INC.
SCOTTSDALE, AZ
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
11 | April 12, 2020 | $150K–$350K | First International Bank & Trust |
| $2M–$5M loan to IMPERIAL CAPITAL LLC |
IMPERIAL CAPITAL LLC
LOS ANGELES, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
156 | April 4, 2020 | $2M–$5M | City National Bank |
| $2M–$5M loan to JMP SECURITIES LLC |
JMP SECURITIES LLC
SAN FRANCISCO, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
126 | April 3, 2020 | $2M–$5M | City National Bank |
| $1M–$2M loan to FOCALPOINT SECURITIES LLC |
FOCALPOINT SECURITIES LLC
LOS ANGELES, CA
|
Partnership |
Investment Banking and Securities Dealing
Finance and Insurance
|
55 | April 11, 2020 | $1M–$2M | MidFirst Bank |
| $1M–$2M loan to MISCHLER FINANCIAL GROUP, INC. |
MISCHLER FINANCIAL GROUP, INC.
NEWPORT BEACH, CA
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
April 27, 2020 | $1M–$2M | Live Oak Banking Company | |
| $350K–$1M loan to 88 INVESTMENT EMPIRE, LLC |
88 INVESTMENT EMPIRE, LLC
CAMPBELL, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
24 | June 2, 2020 | $350K–$1M | BSD Capital, LLC dba Lendistry |
| $350K–$1M loan to ALAMEDA RESEARCH LLC |
ALAMEDA RESEARCH LLC
BERKELEY, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
April 27, 2020 | $350K–$1M | Signature Bank | |
| $350K–$1M loan to ALAMO CAPITAL |
ALAMO CAPITAL
WALNUT CREEK, CA
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
18 | April 14, 2020 | $350K–$1M | U.S. Bank, National Association |
| $350K–$1M loan to CAPPELLO GLOBAL LLC |
CAPPELLO GLOBAL LLC
LOS ANGELES, CA
|
S-Corp |
Investment Banking and Securities Dealing
Finance and Insurance
|
60 | May 3, 2020 | $350K–$1M | Zions Bank, A Division of |
| $350K–$1M loan to CHALICE WEALTH PARTNERS, LLC |
CHALICE WEALTH PARTNERS, LLC
SAN DIEGO, CA
|
LLP |
Investment Banking and Securities Dealing
Finance and Insurance
|
April 13, 2020 | $350K–$1M | Endeavor Bank | |
| $350K–$1M loan to DISRUPTIVE TECHNOLOGY ADVISERS LLC |
DISRUPTIVE TECHNOLOGY ADVISERS LLC
LOS ANGELES, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
20 | April 14, 2020 | $350K–$1M | Celtic Bank Corporation |
| $350K–$1M loan to FINANCE 500, INC. |
FINANCE 500, INC.
IRVINE, CA
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
16 | April 4, 2020 | $350K–$1M | First State Bank |
| $350K–$1M loan to GROWTHPOINT TECHNOLOGY PARTNERS, LLC |
GROWTHPOINT TECHNOLOGY PARTNERS, LLC
MENLO PARK, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
14 | April 27, 2020 | $350K–$1M | MUFG Union Bank, National Association |
| $350K–$1M loan to KEARNY REAL ESTATE COMPANY |
KEARNY REAL ESTATE COMPANY
LOS ANGELES, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
May 3, 2020 | $350K–$1M | Wells Fargo Bank, National Association | |
| $350K–$1M loan to MIRACLE MILE ADVISORS |
MIRACLE MILE ADVISORS
LOS ANGELES, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
24 | April 8, 2020 | $350K–$1M | MidFirst Bank |
| $350K–$1M loan to MUTUAL FUND ADMINISTRATION, LLC |
MUTUAL FUND ADMINISTRATION, LLC
GLENDORA, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
April 5, 2020 | $350K–$1M | First Choice Bank | |
| $350K–$1M loan to NORTH POINT ADVISORS, INC. |
NORTH POINT ADVISORS, INC.
SAN FRANCISCO, CA
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
31 | April 7, 2020 | $350K–$1M | Woodforest National Bank |
| $350K–$1M loan to POLARIS GREYSTONE FINANCIAL GROUP, LLC |
POLARIS GREYSTONE FINANCIAL GROUP, LLC
SAN RAFAEL, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
40 | April 15, 2020 | $350K–$1M | Waterford Bank, National Association |
| $350K–$1M loan to SAGE GROUP LLC, THE |
SAGE GROUP LLC, THE
LOS ANGELES, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
17 | May 3, 2020 | $350K–$1M | Bank of America, National Association |
| $350K–$1M loan to UNION SQUARE ADVISORS, LLC |
UNION SQUARE ADVISORS, LLC
SAN FRANCISCO, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
35 | April 12, 2020 | $350K–$1M | First Republic Bank |
| $150K–$350K loan to 1748 EL CAMINO REAL INC |
1748 EL CAMINO REAL INC
SAN CARLOS, CA
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
May 3, 2020 | $150K–$350K | Wells Fargo Bank, National Association | |
| $150K–$350K loan to ACF USA CORPORATION |
ACF USA CORPORATION
LOS ANGELES, CA
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
6 | May 3, 2020 | $150K–$350K | TD Bank, National Association |
| $150K–$350K loan to ATLAS TECHNOLOGY GROUP, INC. |
ATLAS TECHNOLOGY GROUP, INC.
SAN FRANCISCO, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
17 | April 15, 2020 | $150K–$350K | First Republic Bank |
| $150K–$350K loan to BATTERY EAST GROUP |
BATTERY EAST GROUP
SAN FRANCISCO, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
11 | April 14, 2020 | $150K–$350K | First Republic Bank |
| $150K–$350K loan to COVE STREET CAPITAL, LLC |
COVE STREET CAPITAL, LLC
EL SEGUNDO, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
12 | April 14, 2020 | $150K–$350K | First Republic Bank |
| $150K–$350K loan to FALCON POINT CAPITAL, LLC |
FALCON POINT CAPITAL, LLC
SAN FRANCISCO, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
9 | April 15, 2020 | $150K–$350K | First Republic Bank |
| $150K–$350K loan to GRANDE HOMES INC |
GRANDE HOMES INC
NATIONAL CITY, CA
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
20 | April 5, 2020 | $150K–$350K | Bank of Southern California, National Association |
| $150K–$350K loan to HANOVER SEARCH US WEALTH MANAGEMENT INC |
HANOVER SEARCH US WEALTH MANAGEMENT INC
TORRANCE, CA
|
S-Corp |
Investment Banking and Securities Dealing
Finance and Insurance
|
9 | April 15, 2020 | $150K–$350K | First Republic Bank |
| $150K–$350K loan to HELVETIA HOLDINGS GROUP, LLC |
HELVETIA HOLDINGS GROUP, LLC
SANTA MONICA, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
7 | June 30, 2020 | $150K–$350K | First Home Bank |
| $150K–$350K loan to HPC PUCKETT & COMPANY |
HPC PUCKETT & COMPANY
RANCHO SANTA FE, CA
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
10 | April 15, 2020 | $150K–$350K | Western Alliance Bank |
| $150K–$350K loan to HUBER CAPITAL MANAGEMENT LLC |
HUBER CAPITAL MANAGEMENT LLC
EL SEGUNDO, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
11 | April 8, 2020 | $150K–$350K | BOC Bank |
| $150K–$350K loan to MOMENTUM CYBERSECURITY GROUP, LLC |
MOMENTUM CYBERSECURITY GROUP, LLC
SAN FRANCISCO, CA
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
May 5, 2020 | $150K–$350K | Radius Bank | |
| $150K–$350K loan to MONTMINY SECURITIES |
MONTMINY SECURITIES
LOS ANGELES, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
May 4, 2020 | $150K–$350K | Wells Fargo Bank, National Association | |
| $150K–$350K loan to PREMIER FINANCIAL GROUP |
PREMIER FINANCIAL GROUP
EUREKA, CA
|
Corporation |
Investment Banking and Securities Dealing
Finance and Insurance
|
15 | April 28, 2020 | $150K–$350K | Redwood Capital Bank |
| $150K–$350K loan to PRESIDIO MERCHANT PARTNERS LLC |
PRESIDIO MERCHANT PARTNERS LLC
SAN FRANCISCO, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
9 | April 15, 2020 | $150K–$350K | First Republic Bank |
| $150K–$350K loan to SALEM PARTNERS LLC |
SALEM PARTNERS LLC
LOS ANGELES, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
17 | April 10, 2020 | $150K–$350K | City National Bank |
| $150K–$350K loan to SHORELINE CAPITAL, INC. |
SHORELINE CAPITAL, INC.
SANTA ANA, CA
|
S-Corp |
Investment Banking and Securities Dealing
Finance and Insurance
|
7 | April 10, 2020 | $150K–$350K | Infinity Bank |
| $150K–$350K loan to SPERRY CAPITAL INC. |
SPERRY CAPITAL INC.
SAUSALITO, CA
|
Partnership |
Investment Banking and Securities Dealing
Finance and Insurance
|
April 30, 2020 | $150K–$350K | Celtic Bank Corporation | |
| $150K–$350K loan to TELOS ADVISORS LLC |
TELOS ADVISORS LLC
SANTA MONICA, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
8 | April 12, 2020 | $150K–$350K | First Republic Bank |
| $150K–$350K loan to VAQUERO CAPITAL LLC |
VAQUERO CAPITAL LLC
SAN FRANCISCO, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
12 | April 15, 2020 | $150K–$350K | First Republic Bank |
| $150K–$350K loan to WAVELAND CAPITAL GROUP LLC |
WAVELAND CAPITAL GROUP LLC
IRVINE, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
15 | April 7, 2020 | $150K–$350K | City National Bank |
| $150K–$350K loan to WORTHPOINTE, LLC |
WORTHPOINTE, LLC
LA JOLLA, CA
|
LLC |
Investment Banking and Securities Dealing
Finance and Insurance
|
15 | April 14, 2020 | $150K–$350K | PlainsCapital Bank |