Portfolio Management and Investment Advice in South Dakota

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

AI summary

South Dakota has 2 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $3.4M in financing.

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

2 portfolio management and investment advice businesses financed in South Dakota
Largest deal on record: $3.4M
State: South Dakota
Industry: Portfolio Management and Investment Advice

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
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/south-dakota
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=south-dakota
Methodology:: Sources & methodology

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DealRoom analysis of public SBA 7(a) lending records with a South Dakota project address.