SBA lending record
FIDELITY ASSETS LP
935 TRANCAS STREET, Napa, CA 94558 · Professional Employer Organizations. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$379K
Total SBA financing
2
Loans on record
FY2020
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$353,700 — FY2020
Loan 1 of 2- Gross approval
- $353,700
- SBA guaranteed
- $265,275 (75%)
- Status
- Current
- Rate at approval
- 4.05% f
- Term
- 300 mo (25 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 10/23/2019
- First disbursement
- 11/30/2019
- Days to fund
- 38 days
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Partnership
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Professional Employer Organizations
- NAICS code
- 561330
- Address
- 935 TRANCAS STREET
- City
- Napa, 94558
- County
- Napa
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 3
$25,000 — FY2020
Loan 2 of 2- Gross approval
- $25,000
- SBA guaranteed
- $12,500 (50%)
- Status
- Paid in full
- Rate at approval
- 7.94% f
- Term
- 72 mo (6 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 10/23/2019
- First disbursement
- 11/30/2019
- Days to fund
- 38 days
- Paid in full
- 11/30/2025
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Partnership
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Professional Employer Organizations
- NAICS code
- 561330
- Address
- 935 Trancas Street
- City
- Napa, 94558
- County
- Napa
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 3
The lender
Bank of America, National Association
2 loans to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding professional employer organizations — by location, industry.
Similar businesses
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Agent summary
This page summarizes the public SBA 7(a) lending record for FIDELITY ASSETS LP in Napa, CA (Professional Employer Organizations). 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 $379K
- On record FY2020
- 2 jobs supported
- Industry: Professional Employer Organizations
- Location: Napa, CA
- Lender: Bank of America, National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Professional Employer Organizations businesses in CA for ~$189k 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 FIDELITY ASSETS LP.