SBA lending record
ROOT FINANCIAL PARTNERS, LLC
1106 2ND ST, Encinitas, CA 92024 · 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
FY2025
On record
30
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$500,000 — FY2025
- Gross approval
- $500,000
- SBA guaranteed
- $375,000 (75%)
- Status
- Paid in full
- Rate at approval
- 9.99% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 1/8/2025
- First disbursement
- 1/14/2025
- Days to fund
- 6 days
- Paid in full
- 5/31/2025
- Collateral
- Required
The lender
Live Oak Banking Company
1 loan to this businessFull SBA lending record + branches on the lender page →Agent summary
This page summarizes the public SBA 7(a) lending record for ROOT FINANCIAL PARTNERS, LLC in Encinitas, CA (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 FY2025
- 30 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Encinitas, CA
- Lender: Live Oak Banking Company
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- Methodology:
- Sources & methodology
Is ROOT FINANCIAL PARTNERS, 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 ROOT FINANCIAL PARTNERS, LLC.