SBA lending record
ELEVATE IV, LLC
5172 DORWIN PL, Orlando, FL 32814 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$150K
Total SBA financing
1
Loan on record
FY2022
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is ELEVATE IV, LLC your business?
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The loan
$150,000 — FY2022
- Gross approval
- $150,000
- SBA guaranteed
- $127,500 (85%)
- Status
- Current
- Rate at approval
- 6.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/8/2022
- First disbursement
- 4/29/2022
- Days to fund
- 21 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Live Oak Banking Company
- Address
- 5172 DORWIN PL
- City
- Orlando, 32814
- County
- Orange
- SBA district office
- NORTH FLORIDA DISTRICT OFFICE
- Congressional district
- 7
The lender
Live Oak Banking Company
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 portfolio management and investment advice — by location, industry.
Similar businesses
Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Keystone Private Wealth, Inc.
Maitland, FL· ~6 mi
Portfolio Management and Investment Advice
- $295K
- SBA financing
- ≈ $578K–$964K
- Est. revenue (rough)
Capstone Investment Management LLC
Palm Coast, FL· ~64 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Nunez Jr Enterprise LLC
Orlando, FL· ~15 mi
Portfolio Management and Investment Advice
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
Pantheon Investments LLC
Nokomis, FL· ~119 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
SimplePath Retirement, LLC
Palm Harbor, FL· ~93 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Sydney Alexander Manderson
Pinellas Park, FL· ~98 mi
Portfolio Management and Investment Advice
- $149K
- SBA financing
- ≈ $293K–$488K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for ELEVATE IV, LLC in Orlando, FL (Portfolio Management and 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.
- 1 SBA 7(a) loan totaling $150K
- On record FY2022
- 4 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Orlando, FL
- Lender: Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in FL for ~$150k 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.
Is ELEVATE IV, LLC your business?
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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 ELEVATE IV, LLC.