{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/illinois","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=illinois","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 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Heights","state":"IL","loan_count":1,"total_gross":690000,"url":"https://dealroom.so/businesses/mission-17-media-inc-il"},{"name":"Lakeshore Capital Group, Inc.","city":"Rolling Meadows","state":"IL","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/lakeshore-capital-group-inc-il"},{"name":"Astor Investment Management LLC","city":"Chicago","state":"IL","loan_count":1,"total_gross":500000,"url":"https://dealroom.so/businesses/astor-investment-management-llc-il"},{"name":"Hammond Capital Management LTD","city":"Oswego","state":"IL","loan_count":1,"total_gross":400000,"url":"https://dealroom.so/businesses/hammond-capital-management-ltd-il"},{"name":"Victory Wealth Management, LLC","city":"Gilberts","state":"IL","loan_count":2,"total_gross":391000,"url":"https://dealroom.so/businesses/victory-wealth-management-llc-il"},{"name":"TRAPP FINANCIAL LLC","city":"Itasca","state":"IL","loan_count":1,"total_gross":305000,"url":"https://dealroom.so/businesses/trapp-financial-llc-il"},{"name":"Serenity Investment Advisors LLC","city":"Northbrook","state":"IL","loan_count":3,"total_gross":285000,"url":"https://dealroom.so/businesses/serenity-investment-advisors-llc-il"},{"name":"Buoyant Ventures Management, LLC","city":"Chicago","state":"IL","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/buoyant-ventures-management-llc-il"},{"name":"XXI Wealth, LLC","city":"Chicago","state":"IL","loan_count":1,"total_gross":250000,"url":"https://dealroom.so/businesses/xxi-wealth-llc-il"},{"name":"Vega Financial Partners","city":"Chicago","state":"IL","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/vega-financial-partners-il"},{"name":"P/E Capital Investment Management Partners","city":"Chicago","state":"IL","loan_count":1,"total_gross":150000,"url":"https://dealroom.so/businesses/p-e-capital-investment-management-partners-il"},{"name":"BLACKSWAN25, INC.","city":"Chicago","state":"IL","loan_count":3,"total_gross":146600,"url":"https://dealroom.so/businesses/blackswan25-inc-il"},{"name":"Synergy Saluki, LLC","city":"Aviston","state":"IL","loan_count":1,"total_gross":144000,"url":"https://dealroom.so/businesses/synergy-saluki-llc-il"},{"name":"APC FINANCIAL GROUP, LTD.","city":"Mount Prospect","state":"IL","loan_count":1,"total_gross":100000,"url":"https://dealroom.so/businesses/apc-financial-group-ltd-il"},{"name":"Reatherford Wealth Management LLC","city":"Peoria","state":"IL","loan_count":1,"total_gross":58500,"url":"https://dealroom.so/businesses/reatherford-wealth-management-llc-il"},{"name":"Wrezinski Advisory Group, LLC","city":"Bloomington","state":"IL","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/wrezinski-advisory-group-llc-il"},{"name":"Christopher Piette","city":"Quincy","state":"IL","loan_count":1,"total_gross":25000,"url":"https://dealroom.so/businesses/christopher-piette-il"}]}},"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/illinois","source_type":"DealRoom Data"}}