Lender intelligence
Financing a portfolio management and investment advice acquisition in Massachusetts
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in Massachusetts, 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 · Massachusetts
Ranked by funded portfolio management and investment advice acquisitions in Massachusetts. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.1 loans · $0M · Haverhill, MAFull record →
2+ funded Portfolio Management and Investment Advice in Massachusetts 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.
- SOUND VIEW FINANCIAL ADVISORS LLC in Walpole, MA — $250K (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.24% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $188K (75%)
- Approval → funding
- 1 days
- Approved
- 2/17/2026
- First disbursed
- 2/18/2026
- 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
- $278K
- Est. down payment (10%)
- $28K
- Est. cash at closing
- $37K
- Monthly payment
- $3,199
- Annual debt service
- $38K
- Cash flow needed (1.25×)
- $48K
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
- Financial Management Associates, LLC in North Andover, MA — $2.0M (2023) · purchase · Pentucket Bank
- Program
- 7a General
- Rate at approval
- 7.25% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.5M (75%)
- Approval → funding
- 35 days
- Approved
- 8/11/2023
- First disbursed
- 9/15/2023
- 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
- $2.2M
- Est. down payment (10%)
- $222K
- Est. cash at closing
- $306K
- Monthly payment
- $23,480
- Annual debt service
- $282K
- Cash flow needed (1.25×)
- $352K
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 Pentucket Bank · Lender record →
Your business? Claim this record · Request removal
Financing a portfolio management and investment advice deal in Massachusetts? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to portfolio management and investment advice businesses with a Massachusetts project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in Massachusetts with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Massachusetts deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $581K typical loan
- 2 lenders active in Massachusetts
- 2+ funded Massachusetts deals
- 35 days typical to fund
Buyers buying a portfolio management and investment advice in Massachusetts 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.