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Adeptus Partners, LLC — SBA Loan Record (Ocean, NJ) | DealRoom

Intelligence/Offices of Certified Public Accountants/NJ

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SBA lending record

Adeptus Partners, LLC

733 Route 35 North, Suite A, Ocean, NJ · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$2.5M

Total SBA financing

1

Loan on record

FY2021

On record

15

Jobs supported

Is Adeptus Partners, 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.

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The loan

$2,484,000 — FY2021

Gross approval: $2,484,000
SBA guaranteed: $1,242,000 (50%)
Status: Paid in full
Rate at approval: 5.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/10/2020
First disbursement: 11/30/2020
Days to fund: 20 days
Paid in full: 9/30/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 15
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: KeyBank National Association
Address: 733 Route 35 North, Suite A
City: Ocean
County: Monmouth
SBA district office: NEW JERSEY DISTRICT OFFICE
Congressional district: 4

The lender

KeyBank National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding offices of certified public accountants — by location, industry.

SBA lenders in New Jersey Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in New Jersey

Similar businesses

Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Clearview Advisory Group, P.C.

Eatontown, NJ· ~3 mi

Offices of Certified Public Accountants

$3.3M
SBA financing: ≈ $6.5M–$11M
Est. revenue (rough)

Charles P Anastasia and Company CPAS and Consultants LLC

Morganville, NJ· ~14 mi

Offices of Certified Public Accountants

$3.6M
SBA financing: ≈ $7.0M–$12M
Est. revenue (rough)

MAURIELLO ENTERPRISES INC

Farmingdale, NJ· ~7 mi

Offices of Certified Public Accountants

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Namu Advisory LLC

Forked River, NJ· ~27 mi

Offices of Certified Public Accountants

$993K
SBA financing: ≈ $1.9M–$3.2M
Est. revenue (rough)

Modern Tax Advisors LLC

Hazlet, NJ· ~15 mi

Offices of Certified Public Accountants

$550K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

DSF Advisors LLC

Hackensack, NJ· ~45 mi

Offices of Certified Public Accountants

$1.0M
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Adeptus Partners, LLC in Ocean, NJ (Offices of Certified Public Accountants). 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.

1 SBA 7(a) loan totaling $2.5M
On record FY2021
15 jobs supported
Industry: Offices of Certified Public Accountants
Location: Ocean, NJ
Lender: KeyBank National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in NJ for ~$2.5M deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/adeptus-partners-llc-nj
API:: https://dealroom.so/api/public/businesses/adeptus-partners-llc-nj
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Adeptus Partners, LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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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 Adeptus Partners, LLC.