Portfolio Management and Investment Advice in Vermont

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

44 North Capital, LLCBurlington, VT · 1 loan$313K

AI summary

Vermont has 1 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $313K in financing.

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

1 portfolio management and investment advice businesses financed in Vermont
Largest deal on record: $313K
State: Vermont
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/vermont
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=vermont
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.

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