Loans
Showing 50 of 583 results.Description | Business Name | Business Type | Industry + Sector | Employees | Date Approved | Loan Amount | Lender |
---|---|---|---|---|---|---|---|
$150K–$350K loan to INTEGRATED CAPITAL MANAGEMENT, INC. |
INTEGRATED CAPITAL MANAGEMENT, INC.
JESSUP, PA
|
S-Corp |
Portfolio Management
Finance and Insurance
|
9 | April 3, 2020 | $150K–$350K | Peoples Security Bank and Trust Company |
$150K–$350K loan to WEALTH MANAGEMENT ADVISORS LLC |
WEALTH MANAGEMENT ADVISORS LLC
GREENVILLE, SC
|
LLC |
Portfolio Management
Finance and Insurance
|
11 | April 6, 2020 | $150K–$350K | Countybank |
$150K–$350K loan to PENDLETON SQUARE TRUST COMPANY, LLC |
PENDLETON SQUARE TRUST COMPANY, LLC
NASHVILLE, TN
|
LLC |
Portfolio Management
Finance and Insurance
|
14 | April 9, 2020 | $150K–$350K | Insbank |
$350K–$1M loan to SMITH GRAHAM & CO. INVESTMENT ADVISORS, L.P |
SMITH GRAHAM & CO. INVESTMENT ADVISORS, L.P
HOUSTON, TX
|
LLP |
Portfolio Management
Finance and Insurance
|
37 | April 8, 2020 | $350K–$1M | Texas Capital Bank, National Association |
$150K–$350K loan to MARGOLIS BRADY RAGHAVAN FINANCIAL, INC. |
MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.
HOUSTON, TX
|
LLC |
Portfolio Management
Finance and Insurance
|
9 | April 10, 2020 | $150K–$350K | Third Coast Bank SSB |
$150K–$350K loan to REGAN CAPITAL LLC |
REGAN CAPITAL LLC
DALLAS, TX
|
LLC |
Portfolio Management
Finance and Insurance
|
13 | April 13, 2020 | $150K–$350K | Texas Capital Bank, National Association |
$150K–$350K loan to SB VALUE PAARTNERS LP |
SB VALUE PAARTNERS LP
SAN ANTONIO, TX
|
Partnership |
Portfolio Management
Finance and Insurance
|
5 | April 29, 2020 | $150K–$350K | Broadway National Bank |
$350K–$1M loan to SPECTRUM PENSION CONSULTANTS, INC. |
SPECTRUM PENSION CONSULTANTS, INC.
TACOMA, WA
|
Corporation |
Portfolio Management
Finance and Insurance
|
April 10, 2020 | $350K–$1M | Heritage Bank | |
$150K–$350K loan to ONTARIO WEISER INVESTORS LLC |
ONTARIO WEISER INVESTORS LLC
VANCOUVER, WA
|
LLC |
Portfolio Management
Finance and Insurance
|
65 | April 29, 2020 | $150K–$350K | Umpqua Bank |
$350K–$1M loan to PHOENIX INVESTORS, A LIMITED LIABILITY COMPANY |
PHOENIX INVESTORS, A LIMITED LIABILITY COMPANY
MILWAUKEE, WI
|
LLC |
Portfolio Management
Finance and Insurance
|
39 | April 7, 2020 | $350K–$1M | IncredibleBank |
$150K–$350K loan to RICHARDSON FINANCIAL GROUP, INC. |
RICHARDSON FINANCIAL GROUP, INC.
MENOMONEE FALLS, WI
|
Corporation |
Portfolio Management
Finance and Insurance
|
April 10, 2020 | $150K–$350K | BMO Harris Bank National Association | |
$350K–$1M loan to HAZLETT BURT & WATSON |
HAZLETT BURT & WATSON
WHEELING, WV
|
S-Corp |
Portfolio Management
Finance and Insurance
|
40 | April 5, 2020 | $350K–$1M | United Bank |
$150K–$350K loan to GREENBERG FINANCIAL GROUP, INC. |
GREENBERG FINANCIAL GROUP, INC.
TUCSON, AZ
|
Corporation |
Portfolio Management
Finance and Insurance
|
9 | April 27, 2020 | $150K–$350K | Pacific Premier Bank |
$2M–$5M loan to MERLONE GEIER MANAGEMENT, LLC |
MERLONE GEIER MANAGEMENT, LLC
SAN FRANCISCO, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
126 | April 15, 2020 | $2M–$5M | First Republic Bank |
$2M–$5M loan to R. W. SELBY & CO., INC. |
R. W. SELBY & CO., INC.
LOS ANGELES, CA
|
Corporation |
Portfolio Management
Finance and Insurance
|
250 | April 4, 2020 | $2M–$5M | City National Bank |
$1M–$2M loan to AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC |
AMERICAN MORTGAGE INVESTMENT PARTNERS MANAGEMENT, LLC
SEAL BEACH, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
54 | April 7, 2020 | $1M–$2M | City National Bank |
$1M–$2M loan to VERANCE CORPORATION |
VERANCE CORPORATION
SAN DIEGO, CA
|
Corporation |
Portfolio Management
Finance and Insurance
|
48 | April 29, 2020 | $1M–$2M | Comerica Bank |
$350K–$1M loan to GAMBLE JONES INVESTMENT COUNSEL |
GAMBLE JONES INVESTMENT COUNSEL
PASADENA, CA
|
Corporation |
Portfolio Management
Finance and Insurance
|
19 | April 30, 2020 | $350K–$1M | Citizens Business Bank |
$150K–$350K loan to ARC CAPITAL PARTNERS LLC |
ARC CAPITAL PARTNERS LLC
LOS ANGELES, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
8 | April 13, 2020 | $150K–$350K | OneWest Bank, A Division of |
$150K–$350K loan to BRICK & TIMBER COLLECTIVE LLC |
BRICK & TIMBER COLLECTIVE LLC
ORINDA, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
3 | April 15, 2020 | $150K–$350K | Umpqua Bank |
$150K–$350K loan to BROADMARK ASSET MANAGEMENT LLC |
BROADMARK ASSET MANAGEMENT LLC
SAN FRANCISCO, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
8 | April 15, 2020 | $150K–$350K | First Republic Bank |
$150K–$350K loan to CHECCHI CAPITAL ADVISERS, LLC |
CHECCHI CAPITAL ADVISERS, LLC
BEVERLY HILLS, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
5 | April 15, 2020 | $150K–$350K | Western Alliance Bank |
$150K–$350K loan to SAYBROOK FUND ADVISORS, LLC |
SAYBROOK FUND ADVISORS, LLC
SANTA MONICA, CA
|
LLC |
Portfolio Management
Finance and Insurance
|
April 30, 2020 | $150K–$350K | UMB Bank, National Association | |
$350K–$1M loan to BLAKE INVESTMENT PARTNERS LLC |
BLAKE INVESTMENT PARTNERS LLC
SAINT PETERSBURG, FL
|
LLC |
Portfolio Management
Finance and Insurance
|
29 | April 5, 2020 | $350K–$1M | Republic Bank & Trust Company |
$350K–$1M loan to LAKEVIEW CAPITAL PARTNERS, LLC |
LAKEVIEW CAPITAL PARTNERS, LLC
ATLANTA, GA
|
LLC |
Portfolio Management
Finance and Insurance
|
26 | April 5, 2020 | $350K–$1M | Renasant Bank |
$350K–$1M loan to TRUEWEALTH, LLC |
TRUEWEALTH, LLC
ATLANTA, GA
|
LLC |
Portfolio Management
Finance and Insurance
|
April 10, 2020 | $350K–$1M | Synovus Bank | |
$150K–$350K loan to THE LLOYD GROUP INC |
THE LLOYD GROUP INC
SUWANEE, GA
|
Corporation |
Portfolio Management
Finance and Insurance
|
14 | April 9, 2020 | $150K–$350K | First-Citizens Bank & Trust Company |
$350K–$1M loan to JL WOODE MANAGEMENT COMPANY LLC |
JL WOODE MANAGEMENT COMPANY LLC
CHICAGO, IL
|
LLC |
Portfolio Management
Finance and Insurance
|
33 | April 28, 2020 | $350K–$1M | Synovus Bank |
$150K–$350K loan to JOURNEY ADVISORY GROUP, LLC |
JOURNEY ADVISORY GROUP, LLC
COVINGTON, KY
|
LLC |
Portfolio Management
Finance and Insurance
|
April 4, 2020 | $150K–$350K | Stock Yards Bank & Trust Company | |
$350K–$1M loan to BEAUMONT CAPITAL MANAGEMENT, LLC |
BEAUMONT CAPITAL MANAGEMENT, LLC
NEEDHAM HEIGHTS, MA
|
LLC |
Portfolio Management
Finance and Insurance
|
24 | May 2, 2020 | $350K–$1M | JPMorgan Chase Bank, National Association |
$150K–$350K loan to PLANT & SOLOMON, LLC |
PLANT & SOLOMON, LLC
COLUMBIA, MD
|
LLC |
Portfolio Management
Finance and Insurance
|
April 12, 2020 | $150K–$350K | Live Oak Banking Company | |
$1M–$2M loan to R.M. DAVIS, INC. |
R.M. DAVIS, INC.
PORTLAND, ME
|
S-Corp |
Portfolio Management
Finance and Insurance
|
55 | April 6, 2020 | $1M–$2M | Bangor Savings Bank |
$150K–$350K loan to GARDEY FINANCIAL ADVISORS |
GARDEY FINANCIAL ADVISORS
SAGINAW, MI
|
S-Corp |
Portfolio Management
Finance and Insurance
|
19 | April 5, 2020 | $150K–$350K | Isabella Bank |
$350K–$1M loan to FOUNDRY PARTNERS LLC |
FOUNDRY PARTNERS LLC
MINNEAPOLIS, MN
|
LLC |
Portfolio Management
Finance and Insurance
|
25 | April 9, 2020 | $350K–$1M | S & T Bank |
$350K–$1M loan to FRONTIER WEALTH ENTERPRISES, LLC |
FRONTIER WEALTH ENTERPRISES, LLC
KANSAS CITY, MO
|
LLC |
Portfolio Management
Finance and Insurance
|
54 | April 6, 2020 | $350K–$1M | CrossFirst Bank |
$350K–$1M loan to SECURITY BALLEW, INC |
SECURITY BALLEW, INC
JACKSON, MS
|
Corporation |
Portfolio Management
Finance and Insurance
|
29 | April 10, 2020 | $350K–$1M | Trustmark National Bank |
$1M–$2M loan to COLONIAL CONSULTING, LLC |
COLONIAL CONSULTING, LLC
NEW YORK, NY
|
LLC |
Portfolio Management
Finance and Insurance
|
52 | April 12, 2020 | $1M–$2M | National Cooperative Bank, National Association |
$1M–$2M loan to JEFF KOONS LLC |
JEFF KOONS LLC
NEW YORK, NY
|
LLC |
Portfolio Management
Finance and Insurance
|
53 | April 27, 2020 | $1M–$2M | Citibank, N.A. |
$150K–$350K loan to CIRRUS WEALTH MANAGEMENT, LLC |
CIRRUS WEALTH MANAGEMENT, LLC
CLEVELAND, OH
|
Corporation |
Portfolio Management
Finance and Insurance
|
April 7, 2020 | $150K–$350K | Live Oak Banking Company | |
$150K–$350K loan to FINANCIAL DESIGN GROUP LLC |
FINANCIAL DESIGN GROUP LLC
TOLEDO, OH
|
LLC |
Portfolio Management
Finance and Insurance
|
8 | April 7, 2020 | $150K–$350K | Buckeye State Bank |
$150K–$350K loan to AEMS, LLC |
AEMS, LLC
OKLAHOMA CITY, OK
|
LLC |
Portfolio Management
Finance and Insurance
|
8 | April 4, 2020 | $150K–$350K | Watermark Bank |
$150K–$350K loan to SQUARE DEAL INVESTMENT MANAGEMENT, INC. |
SQUARE DEAL INVESTMENT MANAGEMENT, INC.
OKLAHOMA CITY, OK
|
Corporation |
Portfolio Management
Finance and Insurance
|
9 | April 10, 2020 | $150K–$350K | MidFirst Bank |
$1M–$2M loan to ENPROTEC INC |
ENPROTEC INC
ABILENE, TX
|
Corporation |
Portfolio Management
Finance and Insurance
|
85 | April 8, 2020 | $1M–$2M | First Financial Bank, National Association |
$150K–$350K loan to CUTODIA FINANCIAL LLC |
CUTODIA FINANCIAL LLC
DALLAS, TX
|
LLC |
Portfolio Management
Finance and Insurance
|
14 | April 12, 2020 | $150K–$350K | The American National Bank of Texas |
$150K–$350K loan to DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC |
DURBIN BENNETT PRIVATE WEALTH MANAGEMENT, LLC
AUSTIN, TX
|
LLC |
Portfolio Management
Finance and Insurance
|
19 | April 28, 2020 | $150K–$350K | Frost Bank |
$150K–$350K loan to RUSSELL SMITH LLC |
RUSSELL SMITH LLC
PEARLAND, TX
|
LLC |
Portfolio Management
Finance and Insurance
|
31 | April 9, 2020 | $150K–$350K | Frost Bank |
$350K–$1M loan to GODSEY & GIBB INC |
GODSEY & GIBB INC
RICHMOND, VA
|
Corporation |
Portfolio Management
Finance and Insurance
|
April 29, 2020 | $350K–$1M | Truist Bank d/b/a Branch Banking & Trust Co | |
$350K–$1M loan to SPIRE INVESTMENT PARTNERS, LLC |
SPIRE INVESTMENT PARTNERS, LLC
RESTON, VA
|
LLC |
Portfolio Management
Finance and Insurance
|
April 7, 2020 | $350K–$1M | Live Oak Banking Company | |
$150K–$350K loan to GREGG MANAGEMENT COMPANY |
GREGG MANAGEMENT COMPANY
MOSELEY, VA
|
Corporation |
Portfolio Management
Finance and Insurance
|
April 9, 2020 | $150K–$350K | Citizens and Farmers Bank | |
$350K–$1M loan to MANCHESTER CAPITAL MANAGEMENT LLC |
MANCHESTER CAPITAL MANAGEMENT LLC
MANCHESTER, VT
|
LLC |
Portfolio Management
Finance and Insurance
|
39 | April 7, 2020 | $350K–$1M | The Bank of Bennington |