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Patrick Haley — SBA Loan Record (West Linn, OR) | DealRoom

Intelligence/Portfolio Management and Investment Advice/OR

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SBA lending record

Patrick Haley

1742 WILLAMETTE FALLS DR, West Linn, OR 97068 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.3M

Total SBA financing

1

Loan on record

FY2022

On record

5

Jobs supported

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

Is Patrick Haley 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

$1,290,000 — FY2022

Gross approval: $1,290,000
SBA guaranteed: $967,500 (75%)
Status: Current
Rate at approval: 5.75% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/16/2022
First disbursement: 3/21/2022
Days to fund: 5 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 5
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Byline Bank
Address: 1742 WILLAMETTE FALLS DR
City: West Linn, 97068
County: Clackamas
SBA district office: PORTLAND DISTRICT OFFICE
Congressional district: 5

The lender

Byline Bank

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

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.

Strada Financial Group LLC

Boring, OR· ~15 mi

Portfolio Management and Investment Advice

$2.3M
SBA financing: ≈ $4.5M–$7.6M
Est. revenue (rough)

MAC Ventures LLC

Oregon City, OR· ~5 mi

Portfolio Management and Investment Advice

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

SHAWN W DOWNEY

Portland, OR· ~6 mi

Portfolio Management and Investment Advice

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

Miller Financial Group, LLC

Portland, OR· ~9 mi

Portfolio Management and Investment Advice

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

SGEA, LLC

Issaquah, WA· ~155 mi

Portfolio Management and Investment Advice

$1.4M
SBA financing: ≈ $2.7M–$4.5M
Est. revenue (rough)

RB HOLDING GROUP CORPORATION

Happy Valley, OR· ~10 mi

Portfolio Management and Investment Advice

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Patrick Haley in West Linn, OR (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 $1.3M
On record FY2022
5 jobs supported
Industry: Portfolio Management and Investment Advice
Location: West Linn, OR
Lender: Byline Bank

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 OR for ~$1.3M 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/patrick-haley-or
API:: https://dealroom.so/api/public/businesses/patrick-haley-or
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 Patrick Haley 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 Patrick Haley.