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Lakeshore Capital Group, Inc. — SBA Loan Record (Rolling Meadows, IL) | DealRoom

Intelligence/Portfolio Management and Investment Advice/IL

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SBA lending record

Lakeshore Capital Group, Inc.

1811 HICKS RD, Rolling Meadows, IL 60008 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$500K

Total SBA financing

1

Loan on record

FY2024

On record

2

Jobs supported

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

Is Lakeshore 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

$500,000 — FY2024

Gross approval: $500,000
SBA guaranteed: $375,000 (75%)
Status: Current
Rate at approval: 8.25% f
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/18/2024
First disbursement: 6/24/2024
Days to fund: 67 days
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: 1811 HICKS RD
City: Rolling Meadows, 60008
County: Cook
SBA district office: ILLINOIS DISTRICT OFFICE
Congressional district: 5

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

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· ~3 mi

Portfolio Management and Investment Advice

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

TRAPP FINANCIAL LLC

Itasca, IL· ~8 mi

Portfolio Management and Investment Advice

$305K
SBA financing: ≈ $598K–$997K
Est. revenue (rough)

Serenity Investment Advisors LLC

Northbrook, IL· ~11 mi

Portfolio Management and Investment Advice

$285K
SBA financing: ≈ $559K–$931K
Est. revenue (rough)

Victory Wealth Management, LLC

Gilberts, IL· ~17 mi

Portfolio Management and Investment Advice

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

Astor Investment Management LLC

Chicago, IL· ~25 mi

Portfolio Management and Investment Advice

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

XXI Wealth, LLC

Chicago, IL· ~12 mi

Portfolio Management and Investment Advice

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Lakeshore Capital Group, Inc. in Rolling Meadows, IL (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 $500K
On record FY2024
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Rolling Meadows, IL
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 IL for ~$500k 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/lakeshore-capital-group-inc-il
API:: https://dealroom.so/api/public/businesses/lakeshore-capital-group-inc-il
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 Lakeshore 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 Lakeshore Capital Group, Inc..