SBA lending record
433 PLAZA REAL, Boca Raton, FL 33432 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$360K
Total SBA financing
2
Loans on record
FY2024–25
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Jason Berk 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.
The banks most active funding portfolio management and investment advice — by location, industry.
This page summarizes the public SBA 7(a) lending record for Jason Berk in Boca Raton, FL (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.
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 FL for ~$180k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Jason Berk 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.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Jason Berk.