SBA lending record
1817 BERTRAND DR, Lafayette, LA 70506 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$150K
Total SBA financing
1
Loan on record
FY2021
On record
1
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is CDS JAMES 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 — by location, industry.
Comparable portfolio management in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Daniel Gamm
Cranston, RI· ~1396 mi
Portfolio Management
HADDY FINANCIAL, LLC
Logan, UT· ~1356 mi
Portfolio Management
SOLOMON RETIREMENT SERVICES INC
Encinitas, CA· ~1493 mi
Portfolio Management
Hudson Oaks Wealth Management LLC
Provo, UT· ~1299 mi
Portfolio Management
Generations Wealth Advisors, LLC
Perry, IA· ~810 mi
Portfolio Management
Woodson Wealth Management and Consulting Inc.
Ramona, CA· ~1472 mi
Portfolio Management
This page summarizes the public SBA 7(a) lending record for CDS JAMES INVESTMENTS LLC in Lafayette, LA (Portfolio Management). 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 businesses in LA for ~$150k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is CDS JAMES INVESTMENTS 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 CDS JAMES INVESTMENTS LLC.