SBA lending record

CLD Capital, LLC

3 FAIRWAY DR, Whitehouse Station, NJ · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$2.6M

Total SBA financing

Loans on record

FY2020–21

On record

Jobs supported

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All 2 loans

$1,389,000 — FY2021

Loan 1 of 2

Gross approval: $1,389,000
SBA guaranteed: $1,250,100 (90%)
Status: Paid in full
Rate at approval: 5.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/15/2021
First disbursement: 8/19/2021
Days to fund: 35 days
Paid in full: 11/30/2022
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Lender: Live Oak Banking Company
Address: 3 FAIRWAY DR
City: Whitehouse Station
County: Hunterdon
SBA district office: NEW JERSEY DISTRICT OFFICE
Congressional district: 7

$1,200,000 — FY2020

Loan 2 of 2

Gross approval: $1,200,000
SBA guaranteed: $900,000 (75%)
Status: Paid in full
Rate at approval: 5.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/22/2020
First disbursement: 8/12/2020
Days to fund: 21 days
Paid in full: 12/31/2022
Collateral: Required
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Lender: Live Oak Banking Company
Address: 3 FAIRWAY DR
City: Whitehouse Station
County: Hunterdon
SBA district office: NEW JERSEY DISTRICT OFFICE
Congressional district: 7

The lender

Live Oak Banking Company

2 loans to this businessFull SBA lending record + branches on the lender page →

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The banks most active funding investment advice — by location, industry.

SBA lenders in New Jersey Lenders for investment advice Investment Advice lenders in New Jersey

Similar businesses

Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Personal Wealth Strategies LLC

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Investment Advice

$1.6M
SBA financing: ≈ $3.0M–$5.1M
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NEWS & HEISLER WEALTH MANAGEMENT LIMITED LIABILITY COMPANY

Moorestown, NJ· ~43 mi

Investment Advice

$2.9M
SBA financing: ≈ $5.7M–$9.5M
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STAHL CAPITAL GROUP LLC

Cherry Hill, NJ· ~49 mi

Investment Advice

$4.5M
SBA financing: ≈ $8.7M–$15M
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Lawrence Van Ollenfen

Linwood, NJ· ~87 mi

Ameriprise Financial

$2.1M
SBA financing: ≈ $4.1M–$6.8M
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Empowered Retirement Inc.

Livingston, NJ· ~29 mi

Investment Advice

$750K
SBA financing: ≈ $1.5M–$2.5M
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Matthew Garber

East Brunswick, NJ· ~24 mi

Investment Advice

$600K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for CLD Capital, LLC in Whitehouse Station, NJ (Investment Advice). 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.

2 SBA 7(a) loans totaling $2.6M
On record FY2020–21
6 jobs supported
Industry: Investment Advice
Location: Whitehouse Station, NJ
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in NJ for ~$1.3M deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-18.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/cld-capital-llc-nj
API:: https://www.capbench.com/api/public/businesses/cld-capital-llc-nj
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 CLD Capital, LLC.