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SENTINEL ASSET MANAGEMENT LLC — SBA Loan Record (Wallingford, CT) | DealRoom

Intelligence/Portfolio Management and Investment Advice/CT

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SBA lending record

SENTINEL ASSET MANAGEMENT LLC

1062 BARNES RD, Wallingford, CT · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$125K

Total SBA financing

1

Loan on record

FY2023

On record

4

Jobs supported

Is SENTINEL ASSET MANAGEMENT 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

$125,000 — FY2023

Gross approval: $125,000
SBA guaranteed: $62,500 (50%)
Status: Current
Rate at approval: 9.75% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/12/2023
First disbursement: 5/22/2023
Days to fund: 10 days
Collateral: None
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: TD Bank, National Association
Address: 1062 BARNES RD
City: Wallingford
County: South Central Ct
SBA district office: CONNECTICUT DISTRICT OFFICE
Congressional district: 3

The lender

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

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.

TAILORED WEALTH LLC

Fairfield, CT· ~31 mi

Portfolio Management and Investment Advice

$135K
SBA financing: ≈ $265K–$441K
Est. revenue (rough)

Michael Tangney

Glastonbury, CT· ~18 mi

Portfolio Management and Investment Advice

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

North Cove LLC

Old Saybrook, CT· ~24 mi

Portfolio Management and Investment Advice

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

Milford Financial Inc.

Milford, CT· ~23 mi

Portfolio Management and Investment Advice

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

Ivory Wealth Management, Inc.

Essex, CT

Portfolio Management and Investment Advice

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

GRANITE GROUP ADVISORS LLC

Stamford, CT

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 SENTINEL ASSET MANAGEMENT LLC in Wallingford, CT (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 $125K
On record FY2023
4 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Wallingford, CT
Lender: TD 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 CT for ~$125k 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/sentinel-asset-management-llc-ct
API:: https://dealroom.so/api/public/businesses/sentinel-asset-management-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 SENTINEL ASSET MANAGEMENT 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 SENTINEL ASSET MANAGEMENT LLC.