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Lucas and Associates, LLC — SBA Loan Record (Westport, CT) | DealRoom

Intelligence/Offices of Other Holding Companies/CT

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SBA lending record

Lucas and Associates, LLC

367 MAIN ST, Westport, CT · Offices of Other Holding Companies. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$48K

Total SBA financing

1

Loan on record

FY2024

On record

2

Jobs supported

Is Lucas and Associates, 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

$48,000 — FY2024

Gross approval: $48,000
SBA guaranteed: $24,000 (50%)
Status: Current
Rate at approval: 11.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/19/2024
First disbursement: 4/19/2024
Days to fund: 31 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Other Holding Companies
NAICS code: 551112
Lender: Webster Bank National Association
Address: 367 MAIN ST
City: Westport
County: Western Ct
SBA district office: CONNECTICUT DISTRICT OFFICE
Congressional district: 4

The lender

Webster 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 offices of other holding companies — by location, industry.

SBA lenders in Connecticut Lenders for offices of other holding companies Offices of Other Holding Companies lenders in Connecticut

Similar businesses

Comparable offices of other holding companies in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Upswell LLC

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$150K
SBA financing: ≈ $294K–$490K
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JARAMILLO INVESTMENT CORP

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SBA financing: ≈ $167K–$278K
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390 Moffit Blvd LLC

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$650K
SBA financing: ≈ $1.3M–$2.1M
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KEMP HOLDINGS INC

Tullahoma, TN· ~808 mi

Offices of Other Holding Companies

$49K
SBA financing: ≈ $96K–$160K
Est. revenue (rough)

YAARI LLC

Lansing, IL· ~736 mi

Offices of Other Holding Companies

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

CEDAR SHORES LLC

Minneapolis, MN· ~1037 mi

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$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Lucas and Associates, LLC in Westport, CT (Offices of Other Holding Companies). 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 $48K
On record FY2024
2 jobs supported
Industry: Offices of Other Holding Companies
Location: Westport, CT
Lender: Webster Bank National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Other Holding Companies businesses in CT for ~$48k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/lucas-and-associates-llc-ct
API:: https://dealroom.so/api/public/businesses/lucas-and-associates-llc-ct
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 Lucas and Associates, 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 Lucas and Associates, LLC.