SBA lending record
Adeptus Partners, LLC
733 Route 35 North, Suite A, Ocean, NJ · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$2.5M
Total SBA financing
1
Loan on record
FY2021
On record
15
Jobs supported
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The loan
$2,484,000 — FY2021
- Gross approval
- $2,484,000
- SBA guaranteed
- $1,242,000 (50%)
- Status
- Paid in full
- Rate at approval
- 5.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/10/2020
- First disbursement
- 11/30/2020
- Days to fund
- 20 days
- Paid in full
- 9/30/2024
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 15
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Address
- 733 Route 35 North, Suite A
- City
- Ocean
- County
- Monmouth
- SBA district office
- NEW JERSEY DISTRICT OFFICE
- Congressional district
- 4
The lender
KeyBank National Association
1 loan to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding offices of certified public accountants — by location, industry.
Similar businesses
Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Clearview Advisory Group, P.C.
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Offices of Certified Public Accountants
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- SBA financing
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- Est. revenue (rough)
Charles P Anastasia and Company CPAS and Consultants LLC
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Offices of Certified Public Accountants
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- SBA financing
- ≈ $7.0M–$12M
- Est. revenue (rough)
MAURIELLO ENTERPRISES INC
Farmingdale, NJ· ~7 mi
Offices of Certified Public Accountants
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
Namu Advisory LLC
Forked River, NJ· ~27 mi
Offices of Certified Public Accountants
- $993K
- SBA financing
- ≈ $1.9M–$3.2M
- Est. revenue (rough)
Modern Tax Advisors LLC
Hazlet, NJ· ~15 mi
Offices of Certified Public Accountants
- $550K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
DSF Advisors LLC
Hackensack, NJ· ~45 mi
Offices of Certified Public Accountants
- $1.0M
- SBA financing
- ≈ $2.0M–$3.3M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Adeptus Partners, LLC in Ocean, NJ (Offices of Certified Public Accountants). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 1 SBA 7(a) loan totaling $2.5M
- On record FY2021
- 15 jobs supported
- Industry: Offices of Certified Public Accountants
- Location: Ocean, NJ
- Lender: KeyBank National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in NJ for ~$2.5M deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Adeptus Partners, LLC.