Portfolio Management and Investment Advice in New Hampshire

6 portfolio management and investment advice businesses in New Hampshire financed with SBA 7(a) loans, largest first. Each links to its complete record.

AI summary

New Hampshire has 6 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $350K in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in New Hampshire and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management and investment advice businesses in New Hampshire before they approach a lender.

Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.

Agent summary

This page lists public SBA 7(a)-financed portfolio management and investment advice businesses in New Hampshire, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

6 portfolio management and investment advice businesses financed in New Hampshire
Largest deal on record: $350K
State: New Hampshire
Industry: Portfolio Management and Investment Advice

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/intelligence/portfolio-management-and-investment-advice/new-hampshire
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=new-hampshire
Methodology:: Sources & methodology

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DealRoom analysis of public SBA 7(a) lending records with a New Hampshire project address.