Portfolio Management in Florida

10 portfolio management businesses in Florida financed with SBA 7(a) loans, largest first. Each links to its complete record.

Naples, FL · 1 loan

$1.1M

Victory Independent Planning, LLCMarco Island, FL · 1 loan$1.1M

NESTEGGS RETIREMENT PLAN SERVICES, INC.Jacksonville, FL · 1 loan$888K

IMPERIAL ASSET MANAGEMENT, LLCTampa, FL · 2 loans$700K

Clockwise Capital, LLCMiami, FL · 3 loans$500K

ABMS IncRiverview, FL · 1 loan$350K

MICKOOL PROPERTIES, LLCTampa, FL · 1 loan$306K

John Person IncNorth Palm Beach, FL · 1 loan$200K

AI summary

Florida has 10 portfolio management businesses on record financed with SBA 7(a) loans, the largest of which closed $2.6M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management deals in Florida and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management businesses in Florida 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 businesses in Florida, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

10 portfolio management businesses financed in Florida
Largest deal on record: $2.6M
State: Florida
Industry: Portfolio Management

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/intelligence/portfolio-management/florida
API:: https://dealroom.so/api/public/industries/portfolio-management?state=florida
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.

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