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BlueBird Advisory LLC — SBA Loan Record (Boulder, CO) | DealRoom

Intelligence/Portfolio Management and Investment Advice/CO

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SBA lending record

BlueBird Advisory LLC

4845 PEARL EAST CIR, Boulder, CO 80301 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$315K

Total SBA financing

1

Loan on record

FY2026

On record

2

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is BlueBird Advisory 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

$315,000 — FY2026

Gross approval: $315,000
SBA guaranteed: $236,250 (75%)
Status: Committed
Rate at approval: 9.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/19/2026
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Live Oak Banking Company
Address: 4845 PEARL EAST CIR
City: Boulder, 80301
County: Boulder
SBA district office: COLORADO DISTRICT OFFICE
Congressional district: 2

The lender

Live Oak Banking Company

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 portfolio management and investment advice — by location, industry.

SBA lenders in Colorado Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Colorado

Similar businesses

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.

H&S Endeavors, LLC

Boulder, CO· ~0 mi

Portfolio Management and Investment Advice

$420K
SBA financing: ≈ $824K–$1.4M
Est. revenue (rough)

HGR Reedy LLC

Westminster, CO· ~15 mi

Portfolio Management and Investment Advice

$225K
SBA financing: ≈ $441K–$735K
Est. revenue (rough)

ROQ Solutions, LLC

Littleton, CO· ~35 mi

Portfolio Management and Investment Advice

$385K
SBA financing: ≈ $755K–$1.3M
Est. revenue (rough)

Mark A. Haenny, LLC

Loveland, CO· ~31 mi

Portfolio Management and Investment Advice

$430K
SBA financing: ≈ $843K–$1.4M
Est. revenue (rough)

Chop More Wood, LLC

Denver, CO· ~28 mi

Portfolio Management and Investment Advice

$185K
SBA financing: ≈ $363K–$605K
Est. revenue (rough)

730 17th St Suite 9F & 9G LLC

Denver, CO· ~23 mi

Portfolio Management and Investment Advice

$593K
SBA financing: ≈ $1.2M–$1.9M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for BlueBird Advisory LLC in Boulder, CO (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.

1 SBA 7(a) loan totaling $315K
On record FY2026
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Boulder, CO
Lender: Live Oak Banking Company

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 CO for ~$315k 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/bluebird-advisory-llc-co
API:: https://dealroom.so/api/public/businesses/bluebird-advisory-llc-co
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 BlueBird Advisory 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 BlueBird Advisory LLC.