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Grid 202 LLC — SBA Loan Record (Durham, NC) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NC

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SBA lending record

Grid 202 LLC

4819 Emperor Boulevard, Durham, NC 27703 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$350K

Total SBA financing

1

Loan on record

FY2025

On record

1

Jobs supported

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

Is Grid 202 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

$350,000 — FY2025

Gross approval: $350,000
SBA guaranteed: $262,500 (75%)
Status: Current
Rate at approval: 10.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/4/2024
First disbursement: 10/25/2024
Days to fund: 21 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: CDC Small Business Finance Corp.
Address: 4819 Emperor Boulevard
City: Durham, 27703
County: Durham
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 2

The lender

CDC Small Business Finance Corp.

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 North Carolina Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in North Carolina

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.

HealthRight Products, LLC.

Greensboro, NC· ~55 mi

Northwestern Mutual - Field Director's Contract

$355K
SBA financing: ≈ $696K–$1.2M
Est. revenue (rough)

FWC FINANCIAL, LLC

Cary, NC· ~8 mi

Portfolio Management and Investment Advice

$70K
SBA financing: ≈ $137K–$229K
Est. revenue (rough)

The Breit Group, LLC

Wrightsville Beach, NC· ~129 mi

Portfolio Management and Investment Advice

$400K
SBA financing: ≈ $784K–$1.3M
Est. revenue (rough)

By Design Wealth Management, LLC

Columbia, SC· ~178 mi

Portfolio Management and Investment Advice

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Dixon and Company Wealth Management, LLC

Winston Salem, NC· ~83 mi

Portfolio Management and Investment Advice

$579K
SBA financing: ≈ $1.1M–$1.9M
Est. revenue (rough)

Martin Aaron Shapiro

Wilmington, NC· ~125 mi

Portfolio Management and Investment Advice

$265K
SBA financing: ≈ $520K–$866K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Grid 202 LLC in Durham, NC (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 $350K
On record FY2025
1 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Durham, NC
Lender: CDC Small Business Finance Corp.

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 NC for ~$350k 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/grid-202-llc-nc
API:: https://dealroom.so/api/public/businesses/grid-202-llc-nc
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 Grid 202 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 Grid 202 LLC.