New York has 34 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $2.0M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in New York 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 York 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 York, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

34 portfolio management and investment advice businesses financed in New York
Largest deal on record: $2.0M
State: New York
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-york
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=new-york
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.
Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.

Financing a portfolio management and investment advice in New York?

Tell us your deal and we'll point you to the SBA lenders already funding this industry in your state.

Free · No documents · Usually same-day

I authorize DealRoom to share my contact information with SBA lending partners and loan brokers (including partners who compensate DealRoom), who may contact me about financing. DealRoom is not a lender and makes no credit decision.

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