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CPLP Holdings LLC — SBA Loan Record (Jacksonville, FL) | DealRoom

Intelligence/Insurance Agencies and Brokerages/FL

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SBA lending record

CPLP Holdings LLC

1651 SOUTHSIDE CONNECTOR, Jacksonville, FL 32225 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$575K

Total SBA financing

1

Loan on record

FY2024

On record

12

Jobs supported

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

Is CPLP Holdings 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

$574,500 — FY2024

Gross approval: $574,500
SBA guaranteed: $430,875 (75%)
Status: Committed
Rate at approval: 7.89% f
Term: 306 mo (26 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/20/2024
Collateral: Required
Jobs supported: 12
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: U.S. Bank, National Association
Address: 1651 SOUTHSIDE CONNECTOR
City: Jacksonville, 32225
County: Duval
SBA district office: NORTH FLORIDA DISTRICT OFFICE
Congressional district: 4

The lender

U.S. Bank, 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 insurance agencies and brokerages — by location, industry.

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

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.

Marianna Thomas & Associates, LLC

Jacksonville, FL· ~1 mi

Insurance Agencies and Brokerages

$374K
SBA financing: ≈ $733K–$1.2M
Est. revenue (rough)

Team N & L Wealth Builders, Inc.

Jacksonville, FL· ~8 mi

Insurance Agencies and Brokerages

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

North FLA Agency, LLC

Jacksonville, FL· ~4 mi

Insurance Agencies and Brokerages

$944K
SBA financing: ≈ $1.9M–$3.1M
Est. revenue (rough)

Frye Insurance Agency Inc

Jacksonville, FL· ~4 mi

Insurance Agencies and Brokerages

$331K
SBA financing: ≈ $649K–$1.1M
Est. revenue (rough)

Insurance Wagon

Jacksonville, FL· ~7 mi

Insurance Agencies and Brokerages

$445K
SBA financing: ≈ $873K–$1.5M
Est. revenue (rough)

ADRIANA BASKINS INSURANCE AGENCY, LLC

Jacksonville, FL· ~5 mi

Insurance Agencies and Brokerages

$1.3M
SBA financing: ≈ $2.5M–$4.2M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for CPLP Holdings LLC in Jacksonville, FL (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 $575K
On record FY2024
12 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Jacksonville, FL
Lender: U.S. Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in FL for ~$575k 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/cplp-holdings-llc-fl
API:: https://dealroom.so/api/public/businesses/cplp-holdings-llc-fl
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 CPLP Holdings 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 CPLP Holdings LLC.