Lender intelligence
Financing a portfolio management and investment advice acquisition in Colorado
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in Colorado, 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 · Colorado
Ranked by funded portfolio management and investment advice acquisitions in Colorado. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
6+ funded Portfolio Management and Investment Advice in Colorado 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.
- Mountain Range Wealth Management, LLC in Johnstown, CO — $699K (2025) · purchase · American National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.92% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $524K (75%)
- Approval → funding
- 11 days
- Approved
- 3/20/2025
- First disbursed
- 3/31/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $777K
- Est. down payment (10%)
- $78K
- Est. cash at closing
- $104K
- Monthly payment
- $8,451
- Annual debt service
- $101K
- Cash flow needed (1.25×)
- $127K
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 American National Bank
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- PRISM Financial Strategies, LLC in Denver, CO — $500K (2025) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $375K (75%)
- Approval → funding
- 7 days
- Approved
- 6/26/2025
- First disbursed
- 7/3/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $556K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $74K
- Monthly payment
- $6,608
- Annual debt service
- $79K
- Cash flow needed (1.25×)
- $99K
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
- ROQ Solutions, LLC in Littleton, CO — $385K (2025) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $289K (75%)
- Approval → funding
- 126 days
- Approved
- 1/27/2025
- First disbursed
- 6/2/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $428K
- Est. down payment (10%)
- $43K
- Est. cash at closing
- $57K
- Monthly payment
- $5,195
- Annual debt service
- $62K
- Cash flow needed (1.25×)
- $78K
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
- Ascend Planning Partners LLC in Greenwood Village, CO — $85K (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 11.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $72K (85%)
- Approval → funding
- 3 days
- Approved
- 5/21/2024
- First disbursed
- 5/24/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- 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
- $94K
- Est. down payment (10%)
- $9K
- Est. cash at closing
- $12K
- Monthly payment
- $1,219
- Annual debt service
- $15K
- Cash flow needed (1.25×)
- $18K
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
- Cheryl Nelson Boyd in Arvada, CO — $2.3M (2022) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (75%)
- Approval → funding
- 6 days
- Approved
- 4/29/2022
- First disbursed
- 5/5/2022
- 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
- $2.5M
- Est. down payment (10%)
- $250K
- Est. cash at closing
- $345K
- Monthly payment
- $24,980
- Annual debt service
- $300K
- Cash flow needed (1.25×)
- $375K
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
- R11 Holdings in Englewood, CO — $425K (2022) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 8.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $319K (75%)
- Approval → funding
- 5 days
- Approved
- 8/5/2022
- First disbursed
- 8/10/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- 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
- $472K
- Est. down payment (10%)
- $47K
- Est. cash at closing
- $63K
- Monthly payment
- $5,213
- Annual debt service
- $63K
- Cash flow needed (1.25×)
- $78K
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
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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 Colorado project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in Colorado with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Colorado deals. Byline Bank funds the most here. DealRoom is not a lender.
- $581K typical loan
- 3 lenders active in Colorado
- 6+ funded Colorado deals
- 7 days typical to fund
Buyers buying a portfolio management and investment advice in Colorado 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 2026-06-16.