{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/indiana","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=indiana","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":"IN","state_name":"Indiana","returned":9,"complete":true,"businesses":[{"name":"Mudd Keck Property Holdings, LLC","city":"Mishawaka","state":"IN","loan_count":1,"total_gross":1543000,"url":"https://dealroom.so/businesses/mudd-keck-property-holdings-llc-in"},{"name":"Abner Properties Rangeline, LLC","city":"Carmel","state":"IN","loan_count":1,"total_gross":999000,"url":"https://dealroom.so/businesses/abner-properties-rangeline-llc-in"},{"name":"Fortis Transition Partners, LLC","city":"Indianapolis","state":"IN","loan_count":1,"total_gross":730000,"url":"https://dealroom.so/businesses/fortis-transition-partners-llc-in"},{"name":"ASPIREAN WEALTH, LLC","city":"Chesterton","state":"IN","loan_count":1,"total_gross":615000,"url":"https://dealroom.so/businesses/aspirean-wealth-llc-in"},{"name":"Amanda Janssen","city":"Clarksville","state":"IN","loan_count":1,"total_gross":340000,"url":"https://dealroom.so/businesses/amanda-janssen-in"},{"name":"CAMERON FINANCIAL SERVICES, INC.","city":"Fishers","state":"IN","loan_count":1,"total_gross":245000,"url":"https://dealroom.so/businesses/cameron-financial-services-inc-in"},{"name":"THEMM Financial Advisors LLC","city":"Kokomo","state":"IN","loan_count":1,"total_gross":233700,"url":"https://dealroom.so/businesses/themm-financial-advisors-llc-in"},{"name":"RWI Wealth Strategies","city":"Noblesville","state":"IN","loan_count":1,"total_gross":30000,"url":"https://dealroom.so/businesses/rwi-wealth-strategies-in"},{"name":"Jason A. Wilderson","city":"Indianapolis","state":"IN","loan_count":1,"total_gross":20000,"url":"https://dealroom.so/businesses/jason-a-wilderson-in"}]}},"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/indiana","source_type":"DealRoom Data"}}