Portfolio Management in New York

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

AI summary

New York has 4 portfolio management businesses on record financed with SBA 7(a) loans, the largest of which closed $400K in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management deals in New York and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management 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 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.

4 portfolio management businesses financed in New York
Largest deal on record: $400K
State: New York
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/new-york
API:: https://dealroom.so/api/public/industries/portfolio-management?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.

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