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Loans

Showing 33 of 583 results.
Description Business Name Business Type Industry + Sector Employees Date Approved Loan Amount Lender
$150K–$350K loan to FALCON BRIDGE CAPITAL, LLC FALCON BRIDGE CAPITAL, LLC
OAKLAND, CA
LLC Portfolio Management
Finance and Insurance
7 April 28, 2020 $150K–$350K Citibank, N.A.
$150K–$350K loan to GROVER BEACH CAPITAL, LLC GROVER BEACH CAPITAL, LLC
LOS ANGELES, CA
LLC Portfolio Management
Finance and Insurance
April 29, 2020 $150K–$350K Canyon Community Bank, National Association
$150K–$350K loan to HCR WEALTH ADVISORS HCR WEALTH ADVISORS
LOS ANGELES, CA
S-Corp Portfolio Management
Finance and Insurance
13 April 10, 2020 $150K–$350K MidFirst Bank
$150K–$350K loan to RVW WEALTH LLC RVW WEALTH LLC
LOS ANGELES, CA
LLC Portfolio Management
Finance and Insurance
10 April 13, 2020 $150K–$350K MidFirst Bank
$150K–$350K loan to STRATEGIC CAPITAL ADVISORY SERVICES, LLC STRATEGIC CAPITAL ADVISORY SERVICES, LLC
COSTA MESA, CA
LLC Portfolio Management
Finance and Insurance
15 April 13, 2020 $150K–$350K Texas Capital Bank, National Association
$150K–$350K loan to TRINITY CAPITAL MANAGEMENT LLC TRINITY CAPITAL MANAGEMENT LLC
SANTA BARBARA, CA
S-Corp Portfolio Management
Finance and Insurance
6 April 30, 2020 $150K–$350K Cache Valley Bank
$150K–$350K loan to WHELAN FINANCIAL, INC. WHELAN FINANCIAL, INC.
FRESNO, CA
Corporation Portfolio Management
Finance and Insurance
April 6, 2020 $150K–$350K Live Oak Banking Company
$150K–$350K loan to BENEFIT CONCEPTS OF COLORADO INC BENEFIT CONCEPTS OF COLORADO INC
GREENWOOD VILLAGE, CO
S-Corp Portfolio Management
Finance and Insurance
6 April 11, 2020 $150K–$350K FirstBank
$150K–$350K loan to SMITH CAPITAL INVESTORS, LLC SMITH CAPITAL INVESTORS, LLC
DENVER, CO
Sole Proprietorship Portfolio Management
Finance and Insurance
April 30, 2020 $150K–$350K UMB Bank, National Association
$1M–$2M loan to PANTHER RESIDENTIAL MANAGEMENT LLC PANTHER RESIDENTIAL MANAGEMENT LLC
WOBURN, MA
LLC Portfolio Management
Finance and Insurance
63 April 6, 2020 $1M–$2M Northern Bank and Trust Company
$150K–$350K loan to FINANCIAL SERVICES ADVISORY INC FINANCIAL SERVICES ADVISORY INC
ROCKVILLE, MD
Corporation Portfolio Management
Finance and Insurance
13 April 28, 2020 $150K–$350K Bremer Bank, National Association
$150K–$350K loan to TUFTON CAPITAL MANAGEMENT TUFTON CAPITAL MANAGEMENT
COCKEYSVILLE, MD
Partnership Portfolio Management
Finance and Insurance
11 April 9, 2020 $150K–$350K First National Bank of Pennsylvania
$350K–$1M loan to DWC ERISA CONSULTANTS LLC DWC ERISA CONSULTANTS LLC
ROSEMOUNT, MN
LLC Portfolio Management
Finance and Insurance
37 April 15, 2020 $350K–$1M Dupaco Community CU
$350K–$1M loan to TRI-HELIX INVESTMENTS, INC. TRI-HELIX INVESTMENTS, INC.
HOLLY SPRINGS, NC
Corporation Portfolio Management
Finance and Insurance
17 April 30, 2020 $350K–$1M JPMorgan Chase Bank, National Association
$150K–$350K loan to CAPITAL INVESTMENT GROUP, INC. CAPITAL INVESTMENT GROUP, INC.
RALEIGH, NC
S-Corp Portfolio Management
Finance and Insurance
22 April 10, 2020 $150K–$350K First Carolina Bank
$150K–$350K loan to HATTERAS FUNDS, LP HATTERAS FUNDS, LP
RALEIGH, NC
LLP Portfolio Management
Finance and Insurance
15 April 12, 2020 $150K–$350K Pinnacle Bank
$350K–$1M loan to ROUND TABLE SERVICES LLC ROUND TABLE SERVICES LLC
WESTFIELD, NJ
LLC Portfolio Management
Finance and Insurance
20 April 7, 2020 $350K–$1M Columbia Bank
$150K–$350K loan to PRO CAPITAL MANAGEMENT II LLC PRO CAPITAL MANAGEMENT II LLC
PENNSAUKEN, NJ
LLC Portfolio Management
Finance and Insurance
18 April 13, 2020 $150K–$350K Firstrust Savings Bank
$150K–$350K loan to ENNOBLE BEVERAGES INC ENNOBLE BEVERAGES INC
RENO, NV
Corporation Portfolio Management
Finance and Insurance
13 April 27, 2020 $150K–$350K CIBC Bank USA
$1M–$2M loan to HORIZON KINETICS LLC HORIZON KINETICS LLC
NEW YORK, NY
LLC Portfolio Management
Finance and Insurance
80 April 27, 2020 $1M–$2M Citibank, N.A.
$350K–$1M loan to SEMPER CAPITAL MANAGEMENT SEMPER CAPITAL MANAGEMENT
NEW YORK, NY
LLP Portfolio Management
Finance and Insurance
25 April 15, 2020 $350K–$1M Firstrust Savings Bank
$150K–$350K loan to EAST-WEST MANAGEMENT INSTITUTE EAST-WEST MANAGEMENT INSTITUTE
NEW YORK, NY
Non-profit Portfolio Management
Finance and Insurance
9 April 27, 2020 $150K–$350K Bank of America, National Association
$150K–$350K loan to FORMIDABLE ASSET MANAGEMENT LLC FORMIDABLE ASSET MANAGEMENT LLC
CINCINNATI, OH
LLC Portfolio Management
Finance and Insurance
April 5, 2020 $150K–$350K Stock Yards Bank & Trust Company
$150K–$350K loan to MPM WEALTH ADVISORS INC. MPM WEALTH ADVISORS INC.
HOLLAND, OH
S-Corp Portfolio Management
Finance and Insurance
12 April 15, 2020 $150K–$350K Signature Bank, National Associatioin
$350K–$1M loan to SITESCAPES HOLDINGS, LLC SITESCAPES HOLDINGS, LLC
CUMBERLAND, RI
LLC Portfolio Management
Finance and Insurance
38 April 6, 2020 $350K–$1M The Provident Bank
$150K–$350K loan to APOLLON WEALTH MANAGEMENT APOLLON WEALTH MANAGEMENT
MOUNT PLEASANT, SC
LLC Portfolio Management
Finance and Insurance
15 April 11, 2020 $150K–$350K TD Bank, National Association
$1M–$2M loan to SALIENT PARTNERS, L.P. SALIENT PARTNERS, L.P.
HOUSTON, TX
Partnership Portfolio Management
Finance and Insurance
80 April 14, 2020 $1M–$2M Cadence Bank, National Association
$150K–$350K loan to KEMPNER CAPITAL MANAGEMENT, INC. KEMPNER CAPITAL MANAGEMENT, INC.
GALVESTON, TX
Corporation Portfolio Management
Finance and Insurance
5 April 10, 2020 $150K–$350K Frost Bank
$150K–$350K loan to RADLER ENTERPRISES, INC. RADLER ENTERPRISES, INC.
HOUSTON, TX
S-Corp Portfolio Management
Finance and Insurance
14 April 28, 2020 $150K–$350K Comerica Bank
$150K–$350K loan to MONUMENT WEALTH MANAGEMENT, LLC MONUMENT WEALTH MANAGEMENT, LLC
ALEXANDRIA, VA
LLC Portfolio Management
Finance and Insurance
April 10, 2020 $150K–$350K TD Bank, National Association
$350K–$1M loan to CONSTRUCTION LOAN SERVICES II, LLC CONSTRUCTION LOAN SERVICES II, LLC
SEATTLE, WA
LLC Portfolio Management
Finance and Insurance
47 May 28, 2020 $350K–$1M Bank of America, National Association
$1M–$2M loan to ANNEX WEALTH MANAGEMENT, LLC ANNEX WEALTH MANAGEMENT, LLC
ELM GROVE, WI
LLC Portfolio Management
Finance and Insurance
75 April 7, 2020 $1M–$2M CIBM Bank
$150K–$350K loan to LEVERTY AND ASSOCIATES LEVERTY AND ASSOCIATES
HUDSON, WI
Corporation Portfolio Management
Finance and Insurance
8 April 7, 2020 $150K–$350K MidWestOne Bank