SBA lending record
Foremost L. L. C.
1303 S. Frontage Road, Suite #279, Hastings, MN 55033 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$234K
Total SBA financing
1
Loan on record
FY2022
On record
1
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$234,200 — FY2022
- Gross approval
- $234,200
- SBA guaranteed
- $175,650 (75%)
- Status
- Current
- Rate at approval
- 6.37% f
- Term
- 84 mo (7 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/27/2022
- First disbursement
- 8/26/2022
- Days to fund
- 30 days
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Bridgewater Bank
- Address
- 1303 S. Frontage Road, Suite #279
- City
- Hastings, 55033
- County
- Dakota
- SBA district office
- MINNESOTA DISTRICT OFFICE
- Congressional district
- 2
The lender
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.
Endurance Financial Group L. L. C.
Saint Paul, MN· ~25 mi
Portfolio Management and Investment Advice
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Wilian Financial Group, LLC
Saint Paul, MN· ~23 mi
Portfolio Management and Investment Advice
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Keep Safe Investment LLC
Edina, MN· ~24 mi
Portfolio Management and Investment Advice
- $392K
- SBA financing
- ≈ $769K–$1.3M
- Est. revenue (rough)
Kenneth J Basten LLC
Minnetrista, MN· ~37 mi
Portfolio Management and Investment Advice
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
BRAATEN FINANCIAL MANAGEMENT, INC.
Austin, MN· ~74 mi
Portfolio Management and Investment Advice
- $240K
- SBA financing
- ≈ $471K–$784K
- Est. revenue (rough)
RUTAR FINANCIAL SERVICES LTD
Maple Grove, MN· ~37 mi
Portfolio Management and Investment Advice
- $445K
- SBA financing
- ≈ $873K–$1.5M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Foremost L. L. C. in Hastings, MN (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 $234K
- On record FY2022
- 1 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Hastings, MN
- Lender: Bridgewater Bank
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 MN for ~$234k 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 Foremost L. L. C..