Loans
Showing 50 of 583 results.| Description | Business Name | Business Type | Industry + Sector | Employees | Date Approved | Loan Amount | Lender |
|---|---|---|---|---|---|---|---|
| $150K–$350K loan to KEYSTONE WEALTH PARTNERS LLC |
KEYSTONE WEALTH PARTNERS LLC
CHANDLER, AZ
|
LLC |
Portfolio Management
Finance and Insurance
|
21 | April 14, 2020 | $150K–$350K | FirstBank |
| $150K–$350K loan to THE DOLLARHIDE FINANCIAL GROUP LLC |
THE DOLLARHIDE FINANCIAL GROUP LLC
SCOTTSDALE, AZ
|
LLC |
Portfolio Management
Finance and Insurance
|
April 7, 2020 | $150K–$350K | UMB Bank, National Association | |
| $1M–$2M loan to TSG WEALTH MANAGEMENT LLC |
TSG WEALTH MANAGEMENT LLC
LONG BEACH, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
39 | April 11, 2020 | $1M–$2M | JPMorgan Chase Bank, National Association |
| $350K–$1M loan to ADVANTAGE GOLD, LLC |
ADVANTAGE GOLD, LLC
LOS ANGELES, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
April 8, 2020 | $350K–$1M | First Merchants Bank | |
| $350K–$1M loan to ASSET INVESTMENT MANAGEMENT, LLC |
ASSET INVESTMENT MANAGEMENT, LLC
LOS ANGELES, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
April 29, 2020 | $350K–$1M | Canyon Community Bank, National Association | |
| $150K–$350K loan to 5 FOR'S LLC |
5 FOR'S LLC
ALISO VIEJO, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
8 | April 29, 2020 | $150K–$350K | City National Bank |
| $150K–$350K loan to LEVETT MANAGEMENT CO |
LEVETT MANAGEMENT CO
CARMEL, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
29 | April 28, 2020 | $150K–$350K | Monterey County Bank |
| $150K–$350K loan to M360 ADVISORS, LLC |
M360 ADVISORS, LLC
LADERA RANCH, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
9 | May 19, 2020 | $150K–$350K | Unify Financial FCU |
| $350K–$1M loan to REPUBLIC FINANCIAL CORPORATION |
REPUBLIC FINANCIAL CORPORATION
GREENWOOD VILLAGE, CO
|
Corporation |
Portfolio Management
Finance and Insurance
|
22 | April 10, 2020 | $350K–$1M | BOKF, National Association |
| $1M–$2M loan to CWA ASSET MANAGEMENT GROUP, LLC |
CWA ASSET MANAGEMENT GROUP, LLC
NAPLES, FL
|
LLC |
Portfolio Management
Finance and Insurance
|
1 | April 5, 2020 | $1M–$2M | BankUnited, National Association |
| $1M–$2M loan to STELLAR GALLERY |
STELLAR GALLERY
FRESNO, CA
|
Sole Proprietorship |
Portfolio Management
Finance and Insurance
|
102 | April 28, 2020 | $1M–$2M | MUFG Union Bank, National Association |
| $150K–$350K loan to GLOBAL WEALTH RETIREMENT PLANNING, LLC |
GLOBAL WEALTH RETIREMENT PLANNING, LLC
FORT LAUDERDALE, FL
|
LLC |
Portfolio Management
Finance and Insurance
|
April 27, 2020 | $150K–$350K | Seaside National Bank & Trust | |
| $150K–$350K loan to JACKSON WEALTH MANAGEMENT LLC |
JACKSON WEALTH MANAGEMENT LLC
LAKE MARY, FL
|
LLC |
Portfolio Management
Finance and Insurance
|
8 | April 10, 2020 | $150K–$350K | First Home Bank |
| $350K–$1M loan to CYPRESS INN INVESTORS, A CA LP |
CYPRESS INN INVESTORS, A CA LP
CARMEL, CA
|
Partnership |
Portfolio Management
Finance and Insurance
|
77 | April 28, 2020 | $350K–$1M | Monterey County Bank |
| $150K–$350K loan to LANCE BECATTI - SP |
LANCE BECATTI - SP
TAMPA, FL
|
Sole Proprietorship |
Portfolio Management
Finance and Insurance
|
April 15, 2020 | $150K–$350K | Live Oak Banking Company | |
| $150K–$350K loan to SOUTHEASTERN REAL ESTATE GROUP LLC |
SOUTHEASTERN REAL ESTATE GROUP LLC
AUGUSTA, GA
|
LLC |
Portfolio Management
Finance and Insurance
|
27 | April 5, 2020 | $150K–$350K | Queensborough National Bank and Trust Company |
| $350K–$1M loan to RBABS INVESTMENTS 7, LLC |
RBABS INVESTMENTS 7, LLC
LOS ANGELES, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
86 | April 15, 2020 | $350K–$1M | MidFirst Bank |
| $2M–$5M loan to SAVANT CAPITAL, LLC |
SAVANT CAPITAL, LLC
ROCKFORD, IL
|
LLC |
Portfolio Management
Finance and Insurance
|
200 | April 3, 2020 | $2M–$5M | Apple River State Bank |
| $350K–$1M loan to TEAM HEWINS LLC |
TEAM HEWINS LLC
REDWOOD CITY, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
23 | April 27, 2020 | $350K–$1M | Heritage Bank of Commerce |
| $150K–$350K loan to OPTIMUM INVESTMENT ADVISORS, LLC |
OPTIMUM INVESTMENT ADVISORS, LLC
CHICAGO, IL
|
LLC |
Portfolio Management
Finance and Insurance
|
12 | April 6, 2020 | $150K–$350K | Signature Bank |
| $150K–$350K loan to STRATHSPEY CROWN LIMITED, LLC |
STRATHSPEY CROWN LIMITED, LLC
NEWPORT BEACH, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
24 | April 14, 2020 | $150K–$350K | Sunwest Bank |
| $150K–$350K loan to LVZ ADVISORS |
LVZ ADVISORS
HOLLAND, MI
|
S-Corp |
Portfolio Management
Finance and Insurance
|
11 | April 12, 2020 | $150K–$350K | Old National Bank |
| $150K–$350K loan to SMITH WHILEY & COMPANY |
SMITH WHILEY & COMPANY
BLOOMFIELD, CT
|
S-Corp |
Portfolio Management
Finance and Insurance
|
3 | May 27, 2020 | $150K–$350K | Liberty Bank |
| $150K–$350K loan to LUNDY MANAGMENT GROUP LLC |
LUNDY MANAGMENT GROUP LLC
RALEIGH, NC
|
LLC |
Portfolio Management
Finance and Insurance
|
24 | April 10, 2020 | $150K–$350K | North State Bank |
| $350K–$1M loan to PALADIN CAPITAL MANAGEMENT |
PALADIN CAPITAL MANAGEMENT
WASHINGTON, DC
|
LLC |
Portfolio Management
Finance and Insurance
|
21 | April 6, 2020 | $350K–$1M | United Bank |
| $350K–$1M loan to ANTARCTICA CAPITAL MANAGEMENT, LLC |
ANTARCTICA CAPITAL MANAGEMENT, LLC
NEW YORK, NY
|
LLC |
Portfolio Management
Finance and Insurance
|
14 | April 8, 2020 | $350K–$1M | First Home Bank |
| $350K–$1M loan to PROVENANCE WEALTH ADVISORS, LLC |
PROVENANCE WEALTH ADVISORS, LLC
FORT LAUDERDALE, FL
|
LLC |
Portfolio Management
Finance and Insurance
|
33 | April 9, 2020 | $350K–$1M | JPMorgan Chase Bank, National Association |
| $350K–$1M loan to BREVET HOLDINGS LLC |
BREVET HOLDINGS LLC
NEW YORK, NY
|
LLC |
Portfolio Management
Finance and Insurance
|
66 | April 10, 2020 | $350K–$1M | East West Bank |
| $150K–$350K loan to PINKERTON WEALTH MANAGEMENT GROUP, LLC |
PINKERTON WEALTH MANAGEMENT GROUP, LLC
VENICE, FL
|
LLC |
Portfolio Management
Finance and Insurance
|
April 15, 2020 | $150K–$350K | Live Oak Banking Company | |
| $150K–$350K loan to FLEET FINANCIAL GROUP, INC. |
FLEET FINANCIAL GROUP, INC.
FLUSHING, NY
|
Corporation |
Portfolio Management
Finance and Insurance
|
18 | April 9, 2020 | $150K–$350K | East West Bank |
| $1M–$2M loan to WAYPOINT WEALTH COUNSEL LLC |
WAYPOINT WEALTH COUNSEL LLC
ATLANTA, GA
|
LLC |
Portfolio Management
Finance and Insurance
|
6 | April 10, 2020 | $1M–$2M | Truist Bank d/b/a Branch Banking & Trust Co |
| $150K–$350K loan to OPAL WEALTH ADVISORS, LLC |
OPAL WEALTH ADVISORS, LLC
JERICHO, NY
|
LLC |
Portfolio Management
Finance and Insurance
|
April 16, 2020 | $150K–$350K | Live Oak Banking Company | |
| $350K–$1M loan to PEARLMARK REAL ESTATE, L.L.C. |
PEARLMARK REAL ESTATE, L.L.C.
CHICAGO, IL
|
LLC |
Portfolio Management
Finance and Insurance
|
20 | April 9, 2020 | $350K–$1M | JPMorgan Chase Bank, National Association |
| $1M–$2M loan to MILLENNIUM CAPITAL AND RECOVERY CORPORATION |
MILLENNIUM CAPITAL AND RECOVERY CORPORATION
HUDSON, OH
|
S-Corp |
Portfolio Management
Finance and Insurance
|
142 | April 6, 2020 | $1M–$2M | The Huntington National Bank |
| $150K–$350K loan to CEDAR CAPITAL, LLC |
CEDAR CAPITAL, LLC
BARRINGTON, IL
|
LLC |
Portfolio Management
Finance and Insurance
|
5 | April 10, 2020 | $150K–$350K | JPMorgan Chase Bank, National Association |
| $150K–$350K loan to SHAKER INVESTMENTS, LLC |
SHAKER INVESTMENTS, LLC
BEACHWOOD, OH
|
LLC |
Portfolio Management
Finance and Insurance
|
9 | April 14, 2020 | $150K–$350K | JPMorgan Chase Bank, National Association |
| $350K–$1M loan to BHF, INC. |
BHF, INC.
BLOOMFIELD HILLS, MI
|
Corporation |
Portfolio Management
Finance and Insurance
|
30 | April 10, 2020 | $350K–$1M | TCF National Bank |
| $150K–$350K loan to GARRISON PITTSBURGH SOUTHERN OPCO |
GARRISON PITTSBURGH SOUTHERN OPCO
PITTSBURGH, PA
|
LLC |
Portfolio Management
Finance and Insurance
|
28 | April 30, 2020 | $150K–$350K | Bank of America, National Association |
| $350K–$1M loan to LM PARTNERS LLC |
LM PARTNERS LLC
LITCHFIELD, MN
|
LLC |
Portfolio Management
Finance and Insurance
|
27 | April 4, 2020 | $350K–$1M | Bremer Bank, National Association |
| $150K–$350K loan to ASI ADVISORS, INC. |
ASI ADVISORS, INC.
WOODWAY, TX
|
S-Corp |
Portfolio Management
Finance and Insurance
|
12 | April 6, 2020 | $150K–$350K | First National Bank of Central Texas |
| $150K–$350K loan to TEALWOOD ASSET MANAGEMENT, INC |
TEALWOOD ASSET MANAGEMENT, INC
MINNEAPOLIS, MN
|
Corporation |
Portfolio Management
Finance and Insurance
|
April 10, 2020 | $150K–$350K | VisionBank | |
| $150K–$350K loan to PETROS SERVICES, LLC |
PETROS SERVICES, LLC
AUSTIN, TX
|
LLC |
Portfolio Management
Finance and Insurance
|
24 | April 4, 2020 | $150K–$350K | Horizon Bank, SSB |
| $350K–$1M loan to NELSON, VANDENBURG AND CAMPBELL WEALTH MANAGEMENT GROUP, LLC |
NELSON, VANDENBURG AND CAMPBELL WEALTH MANAGEMENT GROUP, LLC
OMAHA, NE
|
LLC |
Portfolio Management
Finance and Insurance
|
34 | April 4, 2020 | $350K–$1M | Arbor Bank |
| $150K–$350K loan to THE INTERFIN COMPANIES, LP |
THE INTERFIN COMPANIES, LP
HOUSTON, TX
|
Partnership |
Portfolio Management
Finance and Insurance
|
April 7, 2020 | $150K–$350K | International Bank of Commerce | |
| $350K–$1M loan to MAINLEY GRASS HOLDINGS, LLC |
MAINLEY GRASS HOLDINGS, LLC
BEDFORD, NH
|
LLC |
Portfolio Management
Finance and Insurance
|
21 | April 6, 2020 | $350K–$1M | The Provident Bank |
| $150K–$350K loan to FORESIGHT WEALTH MANAGEMENT |
FORESIGHT WEALTH MANAGEMENT
DRAPER, UT
|
Sole Proprietorship |
Portfolio Management
Finance and Insurance
|
29 | April 13, 2020 | $150K–$350K | Meadows Bank |
| $350K–$1M loan to GITTERMAN WEALTH MANAGEMENT, LLC |
GITTERMAN WEALTH MANAGEMENT, LLC
EDISON, NJ
|
LLC |
Portfolio Management
Finance and Insurance
|
April 10, 2020 | $350K–$1M | Live Oak Banking Company | |
| $1M–$2M loan to CS FINANCIAL GROUP INC |
CS FINANCIAL GROUP INC
GLEN ALLEN, VA
|
Corporation |
Portfolio Management
Finance and Insurance
|
87 | April 7, 2020 | $1M–$2M | Truist Bank d/b/a Branch Banking & Trust Co |
| $150K–$350K loan to CMA 92, L.L.C. |
CMA 92, L.L.C.
PARAMUS, NJ
|
LLC |
Portfolio Management
Finance and Insurance
|
April 28, 2020 | $150K–$350K | Live Oak Banking Company | |
| $150K–$350K loan to VIRGINIA ASSET GROUP, INC. |
VIRGINIA ASSET GROUP, INC.
VIRGINIA BEACH, VA
|
S-Corp |
Portfolio Management
Finance and Insurance
|
April 11, 2020 | $150K–$350K | Towne Bank |