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CONCIERGE PRIVATE CLIENT, LLC — SBA Loan Record (Yorktown Heights, NY) | DealRoom

Intelligence/Insurance Agencies and Brokerages/NY

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SBA lending record

CONCIERGE PRIVATE CLIENT, LLC

21 CARPENTER PLACE, Yorktown Heights, NY 10598 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$20K

Total SBA financing

1

Loan on record

FY2025

On record

2

Jobs supported

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

Is CONCIERGE PRIVATE CLIENT, 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

$20,000 — FY2025

Gross approval: $20,000
SBA guaranteed: $10,000 (50%)
Status: Committed
Rate at approval: 14% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/23/2025
Collateral: None
Jobs supported: 2
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Manufacturers and Traders Trust Company
Address: 21 CARPENTER PLACE
City: Yorktown Heights, 10598
County: Westchester
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 17

The lender

Manufacturers and Traders Trust 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 insurance agencies and brokerages — by location, industry.

SBA lenders in New York Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in New York

Similar businesses

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

MH Brokers LLC

Scarsdale, NY· ~23 mi

Insurance Agencies and Brokerages

$16K
SBA financing: ≈ $31K–$52K
Est. revenue (rough)

Joel Mertz Inc.

Monroe, NY· ~23 mi

Insurance Agencies and Brokerages

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

Lukes Client Solutions, LLC

Mount Vernon, NY· ~29 mi

Insurance Agencies and Brokerages

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

Martin Alex Taveras Agency Inc.

Bronx, NY· ~35 mi

Insurance Agencies and Brokerages

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

LANDAU FINANCIAL INC

Monroe, NY· ~22 mi

Insurance Agencies and Brokerages

$41K
SBA financing: ≈ $80K–$134K
Est. revenue (rough)

The Giardina Group LLC

Bedford Hills, NY· ~6 mi

Insurance Agencies and Brokerages

$75K
SBA financing: ≈ $147K–$245K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for CONCIERGE PRIVATE CLIENT, LLC in Yorktown Heights, NY (Insurance Agencies and Brokerages). 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 $20K
On record FY2025
2 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Yorktown Heights, NY
Lender: Manufacturers and Traders Trust Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in NY for ~$20k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/concierge-private-client-llc-ny
API:: https://dealroom.so/api/public/businesses/concierge-private-client-llc-ny
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 CONCIERGE PRIVATE CLIENT, 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 CONCIERGE PRIVATE CLIENT, LLC.