Lender intelligence
Financing a portfolio management and investment advice acquisition in New Jersey
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in New Jersey, 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 · New Jersey
Ranked by funded portfolio management and investment advice acquisitions in New Jersey. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
1+ funded Portfolio Management and Investment Advice in New Jersey 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.
- Antokal & Associates LLC in Park Ridge, NJ — $275K (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $206K (75%)
- Approval → funding
- 30 days
- Approved
- 7/31/2024
- First disbursed
- 8/30/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- 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
- $306K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $41K
- Monthly payment
- $3,633
- Annual debt service
- $44K
- Cash flow needed (1.25×)
- $54K
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 →
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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 New Jersey project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in New Jersey with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded New Jersey deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $581K typical loan
- 1 lenders active in New Jersey
- 1+ funded New Jersey deals
- 30 days typical to fund
Buyers buying a portfolio management and investment advice in New Jersey 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.