{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/connecticut","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=connecticut","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-16","timezone":"America/Chicago"},"methodology":{"label":"Industry risk & acquisition-data methodology","url":"https://dealroom.so/methodology/industry-risk"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"industry":{"name":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice","naics2":"52","business_count":513,"total_gross":297856700,"typical_financing":580617,"top_states":[{"state":"CA","state_name":"California","count":50,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/california"},{"state":"FL","state_name":"Florida","count":43,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/florida"},{"state":"NY","state_name":"New York","count":34,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-york"},{"state":"TX","state_name":"Texas","count":28,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/texas"},{"state":"PA","state_name":"Pennsylvania","count":24,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/pennsylvania"},{"state":"OH","state_name":"Ohio","count":22,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/ohio"},{"state":"IL","state_name":"Illinois","count":20,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/illinois"},{"state":"CO","state_name":"Colorado","count":19,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/colorado"},{"state":"NJ","state_name":"New Jersey","count":19,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-jersey"},{"state":"MI","state_name":"Michigan","count":17,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/michigan"}],"state_scope":{"state":"CT","state_name":"Connecticut","returned":10,"complete":true,"businesses":[{"name":"BLUM OPERATIONAL SUPPORT LLC","city":"Westbrook","state":"CT","loan_count":1,"total_gross":4500000,"url":"https://dealroom.so/businesses/blum-operational-support-llc-ct"},{"name":"Charles Wild","city":"Old Greenwich","state":"CT","loan_count":1,"total_gross":630000,"url":"https://dealroom.so/businesses/charles-wild-ct"},{"name":"GRANITE GROUP ADVISORS LLC","city":"Stamford","state":"CT","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/granite-group-advisors-llc-ct"},{"name":"North Cove LLC","city":"Old Saybrook","state":"CT","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/north-cove-llc-ct"},{"name":"Michael Tangney","city":"Glastonbury","state":"CT","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/michael-tangney-ct"},{"name":"Ivory Wealth Management, Inc.","city":"Essex","state":"CT","loan_count":1,"total_gross":200000,"url":"https://dealroom.so/businesses/ivory-wealth-management-inc-ct"},{"name":"TAILORED WEALTH LLC","city":"Fairfield","state":"CT","loan_count":3,"total_gross":135000,"url":"https://dealroom.so/businesses/tailored-wealth-llc-ct"},{"name":"SENTINEL ASSET MANAGEMENT LLC","city":"Wallingford","state":"CT","loan_count":1,"total_gross":125000,"url":"https://dealroom.so/businesses/sentinel-asset-management-llc-ct"},{"name":"Milford Financial Inc.","city":"Milford","state":"CT","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/milford-financial-inc-ct"},{"name":"Professional Services of America, LLC","city":"Bloomfield","state":"CT","loan_count":1,"total_gross":5000,"url":"https://dealroom.so/businesses/professional-services-of-america-llc-ct"}]}},"caveats":["Informational only — figures are historical public SBA 7(a) loan records, not a current offer or loan approval.","Business locations are ZIP-area centroids; state scoping uses the project address on the public record."],"citation":{"label":"DealRoom industry SBA intelligence","url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/connecticut","source_type":"DealRoom Data"}}