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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