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NAICS 52591052

SBA Loans for Open-End Investment Funds

Open-End Investment Funds are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving open-end investment funds loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding open-end investment funds
Total loans
28
all programs
Approved $
$3.4M
last 5 years
Avg loan
$120K
median $145K
Most active lender
JPMorgan Chase Bank, National Association
5 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
25%
32.1%
28.6%
10.7%
3.6%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
OPEN-END INVESTMENT FUNDS-FRIENDLY LENDERS

The 5 lenders that approved 41% of open-end investment funds SBA loans last year.

Submit your open-end investment funds profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

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Top lenders for open-end investment funds

JPMorgan Chase Bank, National Association
5
Wells Fargo Bank National Association
3
Zions Bank, A Division of
3
Popular Bank
2
The Huntington National Bank
2
Banco Popular de Puerto Rico
1

Top states for open-end investment funds loans

NY
4
CA
3
TX
3
UT
3
AZ
2
IN
2
Loan records · Open-End Investment Funds
28 records
Sort:
FCE BENEFIT ADMINISTRATORS,INC
Foster City, CA · 94404
$500,000
7(a)
Wells Fargo Bank National Association1995-09-11
Mutiny Funds, LLC
Austin, TX · 78741
$477,500
7(a)
CIBC Bank USA$159K/job · 2024-08-16
Yousif Capital Management, LLC
Bloomfield Hills, MI · 48304
$300,000
7(a)
Fifth Third Bank$150K/job · 2023-09-27
David K Young Consulting LLC
San Antonio, TX · 78230
$287,500
7(a)
JPMorgan Chase Bank, National Association$19K/job · 2009-02-27
MONEY CONCEPTS FINANCIAL PLANN
Indianapolis, IN · 46256
$236,000
504
Premier Capital Corporation$34K/job · 2001-06-08
Sightline Wealth Advisors, LLC
Groton, CT
$230,000
7(a)
Readycap Lending, LLC$77K/job · 2007-02-26
Valeo Financial Advisors
Indianapolis, IN · 46240
$150,000
7(a)
The National Bank of Indianapolis2004-09-28
Blue Whale Financial Group Inc.
American Fork, UT · 84003
$101,200
7(a)
Zions Bank, A Division of2004-10-14
JM COMMERCIAL CONSULTING & MAS
Orange, CA · 92867
$100,000
7(a)
Wells Fargo Bank National Association$100K/job · 1999-07-30
NEW YORK CULTURAL PRINTING,COR
Flushing, NY · 11354
$100,000
7(a)
Popular Bank1997-07-18
LILABOC LLC
New York, NY · 10017
$100,000
7(a)
KeyBank National Association$25K/job · 2004-07-07
THE RICHARDSON CONSULTING GROU
Novato, CA · 94945
$100,000
7(a)
Wells Fargo Bank National Association1995-06-20
CMS PENSION ASSOCIATES, INC
Matawan, NJ
$85,000
7(a)
Popular Bank1997-05-02
RETIREMENT CONSULTING GROUP
Winnsboro, TX · 75494
$60,000
7(a)
TBK Bank, SSB2000-04-14
O'CONNOR INVESTMENTS INC
Vestal, NY · 13850
$60,000
7(a)
Manufacturers and Traders Trust Company$3K/job · 1999-11-17
ROCK CANYON ADVISORY GROUP, INC.
Lehi, UT · 84043
$50,000
7(a)
Zions Bank, A Division of$3K/job · 2009-09-17
Pendulum Capital Management Inc.
New York, NY · 10022
$50,000
7(a)
JPMorgan Chase Bank, National Association$25K/job · 2006-10-28
American Financial Services Inc.
Boardman, OH · 44512
$50,000
7(a)
The Huntington National Bank$17K/job · 2010-04-09
FRA Services Inc.
San Juan, PR
$50,000
7(a)
Banco Popular de Puerto Rico$25K/job · 2008-10-08
CAPITAL PLANNERS, INC.
Beachwood, OH · 44122
$50,000
7(a)
The Huntington National Bank1995-06-29
ROCK CANYON ADVISORY GROUP, INC.
Lehi, UT · 84043
$50,000
7(a)
Zions Bank, A Division of$17K/job · 2007-07-23
TRIPLE CHECK INCOME TAX SERVIC
Pueblo, CO · 81003
$38,000
504
Pikes Peak Regional Development Corporation$13K/job · 1993-04-20
Pinnacle Investment Group, L.L.C.
Queen Creek, AZ · 85242
$25,000
7(a)
JPMorgan Chase Bank, National Association$13K/job · 2007-03-22
Tottenham Investments, LLC.
Franklin, MI · 48025
$25,000
7(a)
JPMorgan Chase Bank, National Association$25K/job · 2006-08-21
KORKAR INVESTMENT LLC
Scottsdale, AZ · 85258
$25,000
7(a)
PNC Bank, National Association$13K/job · 2016-08-18
1–25 of 28
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