Lender intelligence
Financing a portfolio management and investment advice acquisition in Pennsylvania
The SBA 7(a) lenders funding the most portfolio management and investment advice acquisitions in Pennsylvania, 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 · Pennsylvania
Ranked by funded portfolio management and investment advice acquisitions in Pennsylvania. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.242 loans · $281M · Chicago, ILFull record →
7+ funded Portfolio Management and Investment Advice in Pennsylvania 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.
- THOMPSON FINANCIAL PLANNING, LLC in Pittsburgh, PA — $1.1M (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $833K (75%)
- Approval → funding
- 33 days
- Approved
- 1/24/2025
- First disbursed
- 2/26/2025
- 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
- $1.2M
- Est. down payment (10%)
- $123K
- Est. cash at closing
- $169K
- Monthly payment
- $13,911
- Annual debt service
- $167K
- Cash flow needed (1.25×)
- $209K
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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- THOMAS FINANCIAL ADVISORY GROUP in Pittsburgh, PA — $965K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $724K (75%)
- Approval → funding
- 15 days
- Approved
- 10/2/2024
- First disbursed
- 10/17/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $107K
- Est. cash at closing
- $147K
- Monthly payment
- $12,355
- Annual debt service
- $148K
- Cash flow needed (1.25×)
- $185K
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
- True Advisory Group, LLC in York, PA — $406K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.49% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $305K (75%)
- Approval → funding
- 3 days
- Approved
- 10/28/2024
- First disbursed
- 10/31/2024
- 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
- $451K
- Est. down payment (10%)
- $45K
- Est. cash at closing
- $60K
- Monthly payment
- $5,251
- Annual debt service
- $63K
- Cash flow needed (1.25×)
- $79K
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
- Grandview Wealth Management in Pittsburgh, PA — $322K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $242K (75%)
- Approval → funding
- 6 days
- Approved
- 2/27/2025
- First disbursed
- 3/5/2025
- 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
- $358K
- Est. down payment (10%)
- $36K
- Est. cash at closing
- $48K
- Monthly payment
- $4,253
- Annual debt service
- $51K
- 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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Newbridge Wealth Management, LLC in Berwyn, PA — $865K (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.65% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $649K (75%)
- Approval → funding
- 12 days
- Approved
- 8/9/2024
- First disbursed
- 8/21/2024
- 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
- $961K
- Est. down payment (10%)
- $96K
- Est. cash at closing
- $132K
- Monthly payment
- $11,264
- Annual debt service
- $135K
- Cash flow needed (1.25×)
- $169K
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
- Paul DellaMonica, Jr. in Glenside, PA — $320K (2023) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $240K (75%)
- Approval → funding
- 21 days
- Approved
- 9/8/2023
- First disbursed
- 9/29/2023
- 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
- $356K
- Est. down payment (10%)
- $36K
- Est. cash at closing
- $48K
- Monthly payment
- $4,453
- Annual debt service
- $53K
- Cash flow needed (1.25×)
- $67K
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
- Grandview Asset Management, LLC in Harrisburg, PA — $3.5M (2022) · purchase · ACNB Bank
- Program
- 7a General
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.6M (75%)
- Approval → funding
- 27 days
- Approved
- 7/13/2022
- First disbursed
- 8/9/2022
- Loan status
- Paid in full (6/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 8
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
If you were the buyer here
- Est. deal size
- $3.9M
- Est. down payment (10%)
- $389K
- Est. cash at closing
- $537K
- Monthly payment
- $37,552
- Annual debt service
- $451K
- Cash flow needed (1.25×)
- $563K
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 ACNB Bank
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 Pennsylvania project address.
Agent summary
How to finance a portfolio management and investment advice acquisition in Pennsylvania with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Pennsylvania deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $581K typical loan
- 3 lenders active in Pennsylvania
- 7+ funded Pennsylvania deals
- 15 days typical to fund
Buyers buying a portfolio management and investment advice in Pennsylvania 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.