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NAICS 52392052

SBA Loans for Portfolio Management

Portfolio Management are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving portfolio management loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding portfolio management
Total loans
603
all programs
Approved $
$219.8M
last 5 years
Avg loan
$365K
median $145K
Most active lender
U.S. Bank, National Association
51 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
30.3%
12.6%
18.7%
17.6%
12.1%
5.5%
3.2%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
$1–2M
$2M+
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
PORTFOLIO MANAGEMENT-FRIENDLY LENDERS

The 5 lenders that approved 41% of portfolio management SBA loans last year.

Submit your portfolio management profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

Get matched
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Top lenders for portfolio management

U.S. Bank, National Association
51
JPMorgan Chase Bank, National Association
38
The Huntington National Bank
36
Wells Fargo Bank National Association
25
VelocitySBA, LLC
21
Bank of America, National Association
18

Top states for portfolio management loans

CA
74
OH
43
NY
33
TX
33
AZ
28
FL
27
Loan records · Portfolio Management
Showing largest 500 of 603 records
Sort:
Baltimore-Washington Financial Advisors, Inc.
Columbia, MD · 21044
$5,000,000
7(a)
Truist Bank$294K/job · 2012-06-13
Gatewood Wealth Solutions, LLC
Saint Louis, MO · 63144
$4,604,800
7(a)
CNB St. Louis Bank$271K/job · 2021-09-22
Johnson Bixby & Associates, LLC
Vancouver, WA · 98661
$4,315,000
504
Northwest Business Development Association$432K/job · 2020-02-07
Brio Consultants, LLC
San Francisco, CA · 94104
$4,250,000
7(a)
Pathward National Association2019-07-14
Brighton Jones, LLC
Seattle, WA · 98121
$4,171,000
504
Evergreen Business Capital$209K/job · 2012-02-16
J WALLY LLC
Guilford, CT
$4,125,000
7(a)
Webster Bank National Association$825K/job · 2019-09-27
IMPACT REAL ESTATE GROUP, LLC
Beverly Hills, CA · 90212
$4,027,000
504
CDC Small Business Finance Corp.$2.0M/job · 2020-07-02
BriBo, LLC
Franklin, TN · 37064
$3,753,000
504
Mid-Cumberland Area Development Corporation$209K/job · 2021-06-16
Latitude Service Company, Inc.
Woodland Hills, CA · 91364
$2,771,000
7(a)
1st Source Bank$924K/job · 2013-11-26
GWP Investment Holdings, LLC
San Jose, CA · 95126
$2,768,000
7(a)
Wells Fargo Bank National Association$1.4M/job · 2014-04-24
LM Partners LLC
Minneapolis, MN · 55426
$2,600,000
7(a)
Capital Bank, National Association$867K/job · 2016-07-20
GRIT Energy Services Inc.
Hobbs, NM · 88240
$2,600,000
7(a)
Byline Bank$47K/job · 2019-05-22
Potomac Fund Management, Inc.
Easton, MD · 21601
$2,553,700
7(a)
Manufacturers and Traders Trust Company$284K/job · 2017-04-03
North Point Holdings, LLC
Tigard, OR · 97223
$2,533,000
7(a)
U.S. Bank, National Association$181K/job · 2021-03-25
RW Investment Management, LLC
Boise, ID · 83702
$2,348,000
7(a)
First Federal Savings Bank$157K/job · 2020-10-05
Nicholas & Company, Inc.
Marietta, GA · 30060
$2,222,000
504
Florida Business Development Corporation2021-10-01
1147 BROADWAY, LLC
Denver, CO · 80203
$2,136,000
504
B:Side Capital$22K/job · 2013-01-02
PeachCap Tax, LLC
Atlanta, GA · 30305
$2,130,000
7(a)
Pinnacle Bank$152K/job · 2015-01-29
Lebenthal & Co LLC
New York, NY · 10175
$2,000,000
7(a)
Newtek Small Business Finance, Inc.$133K/job · 2010-11-05
Philip James Wealth Management, LLC dba PGI Wealth Management
Coral Gables, FL · 33134
$1,918,500
7(a)
The Bancorp Bank National Association$1.9M/job · 2021-02-02
Shoreline Financial LLC
Branford, CT
$1,915,000
7(a)
Pathward National Association$958K/job · 2019-12-26
MK Bain LLC
Salem, OR · 97317
$1,890,000
7(a)
Banc of California$945K/job · 2018-06-14
KJ Way, LLC.
Peoria, AZ · 85383
$1,850,000
7(a)
Banc of California2010-12-17
Custom Wealth Solutions Inc.
Canton, MI · 48188
$1,800,000
7(a)
Byline Bank$200K/job · 2019-07-29
Zensa Properties LLC
North Hollywood, CA · 91602
$1,616,000
7(a)
Wells Fargo Bank National Association$323K/job · 2010-03-15
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