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Strategic Advisory Partners — SBA Loan Record (Greensboro, NC) | DealRoom

Intelligence/Portfolio Management and Investment Advice/NC

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SBA lending record

Strategic Advisory Partners

3817 Lawndale Drive, Suite D1, Greensboro, NC 27455 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$100K

Total SBA financing

1

Loan on record

FY2022

On record

2

Jobs supported

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

Is Strategic Advisory Partners 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

$100,300 — FY2022

Gross approval: $100,300
SBA guaranteed: $85,255 (85%)
Status: Paid in full
Rate at approval: 7.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/20/2022
First disbursement: 7/27/2022
Days to fund: 7 days
Paid in full: 4/30/2024
Collateral: Required
Sold on secondary market: Yes
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: Celtic Bank Corporation
Address: 3817 Lawndale Drive, Suite D1
City: Greensboro, 27455
County: Guilford
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 6

The lender

Celtic Bank Corporation

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

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.

HealthRight Products, LLC.

Greensboro, NC· ~4 mi

Northwestern Mutual - Field Director's Contract

$355K
SBA financing: ≈ $696K–$1.2M
Est. revenue (rough)

FWC FINANCIAL, LLC

Cary, NC· ~64 mi

Portfolio Management and Investment Advice

$70K
SBA financing: ≈ $137K–$229K
Est. revenue (rough)

The Roberts Companies, Inc.

Fort Mill, SC· ~101 mi

Portfolio Management and Investment Advice

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

Wall Street Investments, LLC

Clinton, NC· ~114 mi

Portfolio Management and Investment Advice

$80K
SBA financing: ≈ $157K–$261K
Est. revenue (rough)

ADAPTFIRST INVESTMENTS LLC

Kernersville, NC· ~14 mi

Portfolio Management and Investment Advice

$1.3M
SBA financing: ≈ $2.5M–$4.2M
Est. revenue (rough)

Ten 3 One Services, LLC

Greenville, SC· ~169 mi

Portfolio Management and Investment Advice

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Strategic Advisory Partners in Greensboro, NC (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 $100K
On record FY2022
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Greensboro, NC
Lender: Celtic Bank Corporation

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 NC for ~$100k 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/strategic-advisory-partners-nc
API:: https://dealroom.so/api/public/businesses/strategic-advisory-partners-nc
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 Strategic Advisory Partners 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 Strategic Advisory Partners.