SBA lending record
109 A EAST MOUNTAIN ST, Kernersville, NC 27284 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.3M
Total SBA financing
1
Loan on record
FY2024
On record
1
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is ADAPTFIRST INVESTMENTS LLC your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The banks most active funding portfolio management and investment advice — by location, industry.
Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
WEALTH MANAGEMENT GROUP, INCORPORATED
Winston Salem, NC· ~14 mi
Portfolio Management and Investment Advice
Dixon and Company Wealth Management, LLC
Winston Salem, NC· ~12 mi
Portfolio Management and Investment Advice
HealthRight Products, LLC.
Greensboro, NC· ~16 mi
Northwestern Mutual - Field Director's Contract
Strategic Advisory Partners
Greensboro, NC· ~14 mi
Portfolio Management and Investment Advice
SJJ HOLDINGS LLC
Alpharetta, GA· ~271 mi
Portfolio Management and Investment Advice
Financial Planner Near Me, LLC
Springfield, MO· ~735 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for ADAPTFIRST INVESTMENTS LLC in Kernersville, NC (Portfolio Management and Investment Advice). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in NC for ~$1.3M deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is ADAPTFIRST INVESTMENTS LLC your business?
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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with ADAPTFIRST INVESTMENTS LLC.