Lender intelligence
Financing a portfolio management and investment advice acquisition in California
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in California, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in portfolio management and investment advice · California
Ranked by funded portfolio management and investment advice acquisitions in California. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
3+ funded Portfolio Management and Investment Advice in California deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- Brian Canning in Glendale, CA — $325K (2025) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $244K (75%)
- Approval → funding
- 1 days
- Approved
- 7/29/2025
- First disbursed
- 7/30/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $361K
- Est. down payment (10%)
- $36K
- Est. cash at closing
- $48K
- Monthly payment
- $4,295
- Annual debt service
- $52K
- Cash flow needed (1.25×)
- $64K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Byline Bank · Lender record →
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- OPTIMIZE FINANCIAL INC. in Laguna Hills, CA — $125K (2025) · purchase · Byline Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $63K (50%)
- Approval → funding
- 12 days
- Approved
- 1/10/2025
- First disbursed
- 1/22/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $139K
- Est. down payment (10%)
- $14K
- Est. cash at closing
- $18K
- Monthly payment
- $1,669
- Annual debt service
- $20K
- Cash flow needed (1.25×)
- $25K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Byline Bank · Lender record →
Your business? Claim this record · Request removal
- APPALOOSA CAPITAL MANAGEMENT INC. in Sacramento, CA — $1.4M (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.3% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.0M (75%)
- Approval → funding
- 18 days
- Approved
- 10/19/2023
- First disbursed
- 11/6/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $1.6M
- Est. down payment (10%)
- $155K
- Est. cash at closing
- $213K
- Monthly payment
- $17,899
- Annual debt service
- $215K
- Cash flow needed (1.25×)
- $268K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Financing a portfolio management and investment advice deal in California? Start with the right lender
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to portfolio management and investment advice businesses with a California project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in California with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded California deals. Byline Bank funds the most here. DealRoom is not a lender.
- $581K typical loan
- 2 lenders active in California
- 3+ funded California deals
- 12 days typical to fund
Buyers buying a portfolio management and investment advice in California typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
Next steps
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.