SBA Loans in Lake Forest, CA

Explore recent SBA 7(a) and 504 lending activity in Lake Forest. See which lenders are active, what industries are getting funded, and how much capital is flowing into local small businesses.

Browse all loans Find lenders in Lake Forest

Total SBA loans

764

all programs

Approved $

$396.1M

last 24 months

Avg loan

$518K

median $245K

Active lenders

102

approved here

Jobs supported

8,149

cumulative

Loan activity map

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LAKE FOREST · 764 LOANS

Top lenders in Lake Forest

Wells Fargo Bank National Association

CDC Small Business Finance Corp.

U.S. Bank, National Association

Southland Economic Development Corporation

JPMorgan Chase Bank, National Association

Bank of America, National Association

Top industries in Lake Forest

Full-Service Restaurants

Insurance Agencies and Brokerages

Engineering Services

Fitness and Recreational Sports Centers

Offices of Certified Public Accountants

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Loan records · Lake Forest, CA

Showing largest 500 of 764 records

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Borrower

Location

Program

Industry

Bella Montessori Schools, Inc.EverTrust Bank

Lake Forest, CA

92630

$5,000,000

$74K

7(a)

Elementary and Secondary Schools

2015-09-09

SoCal Hospitality, LLC CDC Small Business Finance Corp.

Lake Forest, CA

92630

$4,987,000

$332K

504

Hotels (except Casino Hotels) and Motels

2012-07-24

L/F Prism Industries Inc.Wells Fargo Bank National Association

Lake Forest, CA

92630

$4,957,300

$1.2M

7(a)

All Other Miscellaneous Fabricated Metal Product Manufacturing

2016-11-14

CBR Electric, Inc.Poppy Bank

Lake Forest, CA

92630

$4,450,000

$33K

7(a)

Electrical Contractors

2018-08-18

Meena Enterprises Inc PNC Bank, National Association

Lake Forest, CA

92630

$4,420,000

$246K

7(a)

Child Day Care Services

2015-11-17

Valorem Lending LLC Business Finance Capital

Lake Forest, CA

92630

$4,140,000

$166K

504

Offices of Real Estate Agents and Brokers

2026-03-23

Prism Place Development, LLC CDC Small Business Finance Corp.

Lake Forest, CA

92630

$3,787,000

$76K

504

Child and Youth Services

2022-10-19

LF Ice Palace Southland Economic Development Corporation

Lake Forest, CA

92630

$3,739,000

$623K

504

Fitness and Recreational Sports Centers

2023-09-08

Smart Kitchens LLC Commercial Bank of California

Lake Forest, CA

92630

$3,527,500

$504K

7(a)

Caterers

2022-03-15

SCal Mobile, LLC Capital Bank, National Association

Lake Forest, CA

92630

$3,490,000

$249K

7(a)

Other Electronic Parts and Equipment Merchant Wholesalers

2023-10-13

Genomic Testing Cooperative, LCA Mortgage Capital Development Corporation

Lake Forest, CA

92630

$3,438,000

$860K

504

Research and Development in Biotechnology (except Nanobiotechnology)

2024-01-24

GTC Buildings LLC Mortgage Capital Development Corporation

Lake Forest, CA

92630

$3,397,000

$849K

504

Research and Development in Biotechnology (except Nanobiotechnology)

2024-01-18

Kapital Petroleum Partners, LLC Bay Area Employment Development Company

Lake Forest, CA

92630

$3,280,000

—

504

Gasoline Stations with Convenience Stores

2018-11-14

Celaya Oddities, LLC Wells Fargo Bank National Association

Lake Forest, CA

92630

$3,000,000

$1.5M

7(a)

Sporting and Athletic Goods Manufacturing

2021-06-17

El Toro Oil Corp.T Bank, National Association

Lake Forest, CA

92630

$2,868,000

$205K

7(a)

Gasoline Stations with Convenience Stores

2021-11-17

Trend Notes, Inc Business Finance Capital

Lake Forest, CA

92630

$2,816,000

$563K

504

Women’s, Girls’, and Infants’ Cut and Sew Apparel Manufacturing

2021-06-24

CP REALTY PARTNERS LLC SBA CLSC Servicing

Lake Forest, CA

92630

$2,710,000

$151K

504

Offices of Certified Public Accountants

2018-01-31

Alexander Real Estate Investments LLC Wells Fargo Bank National Association

Lake Forest, CA

92630

$2,629,400

$1.3M

7(a)

Other Direct Selling Establishments

2014-01-14

Poehlman Legacy Group, LLC Wells Fargo Bank National Association

Lake Forest, CA

92630

$2,585,000

—

7(a)

Finish Carpentry Contractors

2026-03-31

SS3D Estates LLC Wells Fargo Bank National Association

Lake Forest, CA

92630

$2,444,800

$349K

7(a)

Other Miscellaneous Durable Goods Merchant Wholesalers

2023-07-06

T/Q Systems Inc.CDC Small Business Finance Corp.

Lake Forest, CA

92630

$2,434,000

$64K

504

Other Aircraft Parts and Auxiliary Equipment Manufacturing

2012-01-26

ProMedia, Inc.SBA CLSC Servicing

Lake Forest, CA

92630

$2,426,000

$97K

504

"All Other Professional, Scientific, and Technical Services"

2013-08-30

Milestones Montessori of Lake Forest, Inc. a California Corporation California Statewide Certified Development Corporation

Lake Forest, CA

92630

$2,356,000

$74K

504

Elementary and Secondary Schools

2016-10-04

Kapital Petroleum Partners, LLC T Bank, National Association

Lake Forest, CA

92630

$2,272,000

$151K

7(a)

Gasoline Stations with Convenience Stores

2018-09-25

Wildfire Gymnastics, Inc.California Statewide Certified Development Corporation

Lake Forest, CA

92630

$2,251,000

$150K

504

Fitness and Recreational Sports Centers

2013-08-13

Bella Montessori Schools, Inc.

Lake Forest, CA · 92630

$5,000,000

7(a)

EverTrust Bank$74K/job · 2015-09-09

SoCal Hospitality, LLC

Lake Forest, CA · 92630

$4,987,000

504

CDC Small Business Finance Corp.$332K/job · 2012-07-24

L/F Prism Industries Inc.

Lake Forest, CA · 92630

$4,957,300

7(a)

Wells Fargo Bank National Association$1.2M/job · 2016-11-14

CBR Electric, Inc.

Lake Forest, CA · 92630

$4,450,000

7(a)

Poppy Bank$33K/job · 2018-08-18

Meena Enterprises Inc

Lake Forest, CA · 92630

$4,420,000

7(a)

PNC Bank, National Association$246K/job · 2015-11-17

Valorem Lending LLC

Lake Forest, CA · 92630

$4,140,000

504

Business Finance Capital$166K/job · 2026-03-23

Prism Place Development, LLC

Lake Forest, CA · 92630

$3,787,000

504

CDC Small Business Finance Corp.$76K/job · 2022-10-19

LF Ice Palace

Lake Forest, CA · 92630

$3,739,000

504

Southland Economic Development Corporation$623K/job · 2023-09-08

Smart Kitchens LLC

Lake Forest, CA · 92630

$3,527,500

7(a)

Commercial Bank of California$504K/job · 2022-03-15

SCal Mobile, LLC

Lake Forest, CA · 92630

$3,490,000

7(a)

Capital Bank, National Association$249K/job · 2023-10-13

Genomic Testing Cooperative, LCA

Lake Forest, CA · 92630

$3,438,000

504

Mortgage Capital Development Corporation$860K/job · 2024-01-24

GTC Buildings LLC

Lake Forest, CA · 92630

$3,397,000

504

Mortgage Capital Development Corporation$849K/job · 2024-01-18

Kapital Petroleum Partners, LLC

Lake Forest, CA · 92630

$3,280,000

504

Bay Area Employment Development Company2018-11-14

Celaya Oddities, LLC

Lake Forest, CA · 92630

$3,000,000

7(a)

Wells Fargo Bank National Association$1.5M/job · 2021-06-17

El Toro Oil Corp.

Lake Forest, CA · 92630

$2,868,000

7(a)

T Bank, National Association$205K/job · 2021-11-17

Trend Notes, Inc

Lake Forest, CA · 92630

$2,816,000

504

Business Finance Capital$563K/job · 2021-06-24

CP REALTY PARTNERS LLC

Lake Forest, CA · 92630

$2,710,000

504

SBA CLSC Servicing$151K/job · 2018-01-31

Alexander Real Estate Investments LLC

Lake Forest, CA · 92630

$2,629,400

7(a)

Wells Fargo Bank National Association$1.3M/job · 2014-01-14

Poehlman Legacy Group, LLC

Lake Forest, CA · 92630

$2,585,000

7(a)

Wells Fargo Bank National Association2026-03-31

SS3D Estates LLC

Lake Forest, CA · 92630

$2,444,800

7(a)

Wells Fargo Bank National Association$349K/job · 2023-07-06

T/Q Systems Inc.

Lake Forest, CA · 92630

$2,434,000

504

CDC Small Business Finance Corp.$64K/job · 2012-01-26

ProMedia, Inc.

Lake Forest, CA · 92630

$2,426,000

504

SBA CLSC Servicing$97K/job · 2013-08-30

Milestones Montessori of Lake Forest, Inc. a California Corporation

Lake Forest, CA · 92630

$2,356,000

504

California Statewide Certified Development Corporation$74K/job · 2016-10-04

Kapital Petroleum Partners, LLC

Lake Forest, CA · 92630

$2,272,000

7(a)

T Bank, National Association$151K/job · 2018-09-25

Wildfire Gymnastics, Inc.

Lake Forest, CA · 92630

$2,251,000

504

California Statewide Certified Development Corporation$150K/job · 2013-08-13

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