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High Point Capital Group, Inc. — SBA Loan Record (Milwaukee, WI) | DealRoom

Intelligence/Portfolio Management and Investment Advice/WI

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SBA lending record

High Point Capital Group, Inc.

1200 N. MAYFAIR RD, Ste 300, Milwaukee, WI 53226 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$588K

Total SBA financing

1

Loan on record

FY2023

On record

2

Jobs supported

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

Is High Point Capital Group, Inc. 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

$588,100 — FY2023

Gross approval: $588,100
SBA guaranteed: $441,075 (75%)
Status: Cancelled
Rate at approval: 9% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/27/2023
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: U.S. Bank, National Association
Address: 1200 N. MAYFAIR RD, Ste 300
City: Milwaukee, 53226
County: Milwaukee
SBA district office: WISCONSIN 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 portfolio management and investment advice — by location, industry.

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

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.

MISSION 17 MEDIA, INC.

Arlington Heights, IL· ~67 mi

Portfolio Management and Investment Advice

$690K
SBA financing: ≈ $1.4M–$2.3M
Est. revenue (rough)

Lakeshore Capital Group, Inc.

Rolling Meadows, IL· ~66 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

ASPIREAN WEALTH, LLC

Chesterton, IN· ~113 mi

Portfolio Management and Investment Advice

$615K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

WALKNER CONDON FINANCIAL ADVISORS LLC

Madison, WI· ~70 mi

Portfolio Management and Investment Advice

$438K
SBA financing: ≈ $859K–$1.4M
Est. revenue (rough)

Astor Investment Management LLC

Chicago, IL· ~83 mi

Portfolio Management and Investment Advice

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Victory Wealth Management, LLC

Gilberts, IL· ~69 mi

Portfolio Management and Investment Advice

$391K
SBA financing: ≈ $767K–$1.3M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for High Point Capital Group, Inc. in Milwaukee, WI (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 $588K
On record FY2023
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Milwaukee, WI
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 WI for ~$588k 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/high-point-capital-group-inc-wi
API:: https://dealroom.so/api/public/businesses/high-point-capital-group-inc-wi
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 High Point Capital Group, Inc. 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 High Point Capital Group, Inc..