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Forest Drive Properties, LLC — SBA Loan Record (New Albany, OH) | DealRoom

Intelligence/Portfolio Management and Investment Advice/OH

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SBA lending record

Forest Drive Properties, LLC

5031 FOREST DR, New Albany, OH 43054 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$881K

Total SBA financing

1

Loan on record

FY2025

On record

—

Jobs supported

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

Is Forest Drive Properties, 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

$881,000 — FY2025

Gross approval: $881,000
SBA guaranteed: $660,750 (75%)
Status: Current
Rate at approval: 7.75% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/5/2024
First disbursement: 12/12/2024
Days to fund: 37 days
Collateral: Required
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: U.S. Bank, National Association
Address: 5031 FOREST DR
City: New Albany, 43054
County: Franklin
SBA district office: COLUMBUS DISTRICT OFFICE
Congressional district: 3

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 portfolio management and investment advice — by location, industry.

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

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.

Amta LLC

Columbus, OH· ~11 mi

Ameriprise Financial

$606K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

Jason Palmer LLC

Dublin, OH· ~21 mi

Portfolio Management and Investment Advice

$1.1M
SBA financing: ≈ $2.1M–$3.5M
Est. revenue (rough)

Elevated Wealth Advisory Group, LLC

Columbus, OH· ~7 mi

Portfolio Management and Investment Advice

$226K
SBA financing: ≈ $444K–$739K
Est. revenue (rough)

G2 CAPITAL MANAGEMENT, LLC

Columbus, OH· ~16 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Axim Wealth Management LLC

Springboro, OH· ~85 mi

Portfolio Management and Investment Advice

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

D & J Worldwide LLC

Bellefontaine, OH· ~54 mi

Portfolio Management and Investment Advice

$1.4M
SBA financing: ≈ $2.7M–$4.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Forest Drive Properties, LLC in New Albany, OH (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 $881K
On record FY2025
Industry: Portfolio Management and Investment Advice
Location: New Albany, OH
Lender: U.S. Bank, National Association

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 OH for ~$881k 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/forest-drive-properties-llc-oh
API:: https://dealroom.so/api/public/businesses/forest-drive-properties-llc-oh
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 Forest Drive Properties, 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 Forest Drive Properties, LLC.