{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/minnesota","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=minnesota","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":"MN","state_name":"Minnesota","returned":15,"complete":true,"businesses":[{"name":"Gerbi Financial Group LLC","city":"Buffalo","state":"MN","loan_count":1,"total_gross":1700000,"url":"https://dealroom.so/businesses/gerbi-financial-group-llc-mn"},{"name":"Erik Rosvold","city":"Hopkins","state":"MN","loan_count":1,"total_gross":690000,"url":"https://dealroom.so/businesses/erik-rosvold-mn"},{"name":"Matthew Johnson Bouts","city":"Plymouth","state":"MN","loan_count":1,"total_gross":592600,"url":"https://dealroom.so/businesses/matthew-johnson-bouts-mn"},{"name":"RUTAR FINANCIAL SERVICES LTD","city":"Maple Grove","state":"MN","loan_count":1,"total_gross":445000,"url":"https://dealroom.so/businesses/rutar-financial-services-ltd-mn"},{"name":"Keep Safe Investment LLC","city":"Edina","state":"MN","loan_count":1,"total_gross":392000,"url":"https://dealroom.so/businesses/keep-safe-investment-llc-mn"},{"name":"Endurance Financial Group L. L. C.","city":"Saint Paul","state":"MN","loan_count":1,"total_gross":350000,"url":"https://dealroom.so/businesses/endurance-financial-group-l-l-c-mn"},{"name":"Kenneth J Basten LLC","city":"Minnetrista","state":"MN","loan_count":2,"total_gross":350000,"url":"https://dealroom.so/businesses/kenneth-j-basten-llc-mn"},{"name":"Wilian Financial Group, LLC","city":"Saint Paul","state":"MN","loan_count":1,"total_gross":350000,"url":"https://dealroom.so/businesses/wilian-financial-group-llc-mn"},{"name":"BRAATEN FINANCIAL MANAGEMENT, INC.","city":"Austin","state":"MN","loan_count":1,"total_gross":240000,"url":"https://dealroom.so/businesses/braaten-financial-management-inc-mn"},{"name":"Foremost L. L. C.","city":"Hastings","state":"MN","loan_count":1,"total_gross":234200,"url":"https://dealroom.so/businesses/foremost-l-l-c-mn"},{"name":"Finance & Affirmations LLC","city":"Crystal","state":"MN","loan_count":3,"total_gross":75500,"url":"https://dealroom.so/businesses/finance-affirmations-llc-mn"},{"name":"BOLD VENTURES LLC","city":"Minneapolis","state":"MN","loan_count":1,"total_gross":50000,"url":"https://dealroom.so/businesses/bold-ventures-llc-mn"},{"name":"NORTHERN LIGHTS ENTERPRISES, INC.","city":"Lake Elmo","state":"MN","loan_count":1,"total_gross":44000,"url":"https://dealroom.so/businesses/northern-lights-enterprises-inc-mn"},{"name":"Johnson Financial Services L.L.C.","city":"Minneapolis","state":"MN","loan_count":1,"total_gross":30000,"url":"https://dealroom.so/businesses/johnson-financial-services-l-l-c-mn"},{"name":"Daniel Rehurek","city":"Woodbury","state":"MN","loan_count":1,"total_gross":25000,"url":"https://dealroom.so/businesses/daniel-rehurek-mn"}]}},"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/minnesota","source_type":"DealRoom Data"}}