SBA lending record

Hahn Capital Management, LLC

601 MONTGOMERY ST, San Francisco, CA 94111 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.0M

Total SBA financing

Loan on record

FY2020

On record

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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The loan

$1,013,000 — FY2020

Gross approval: $1,013,000
SBA guaranteed: $759,750 (75%)
Status: Current
Rate at approval: 7% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/31/2020
First disbursement: 2/29/2020
Days to fund: 29 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 7
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management
NAICS code: 523920
Lender: U.S. Bank, National Association
Address: 601 MONTGOMERY ST
City: San Francisco, 94111
County: San Francisco
SBA district office: SAN FRANCISCO DISTRICT OFFICE
Congressional district: 12

The lender

U.S. Bank, National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

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The banks most active funding portfolio management — by location, industry.

SBA lenders in California Lenders for portfolio management Portfolio Management lenders in California

Similar businesses

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

In Touch Financial Services

Oakland, CA· ~7 mi

Portfolio Management

$1.4M
SBA financing: ≈ $2.8M–$4.7M
Est. revenue (rough)

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REGAL WEALTH GROUP, INC.

Seal Beach, CA· ~370 mi

Portfolio Management

$915K
SBA financing: ≈ $1.8M–$3.0M
Est. revenue (rough)

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WILLIAM HAYDEN WEALTH MANAGEMENT, LLC

Dodge City, KS· ~1220 mi

Portfolio Management

$832K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

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Street Capital Partners, LLC

Indianapolis, IN· ~1944 mi

Portfolio Management

$1.2M
SBA financing: ≈ $2.3M–$3.8M
Est. revenue (rough)

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Jessup Wealth Management, Inc.

Oakwood, OH· ~2049 mi

Portfolio Management

$1.3M
SBA financing: ≈ $2.5M–$4.2M
Est. revenue (rough)

View record

Marc D Arnold

Charleston, WV· ~2201 mi

Portfolio Management

$650K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for Hahn Capital Management, LLC in San Francisco, CA (Portfolio Management). 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 $1.0M
On record FY2020
7 jobs supported
Industry: Portfolio Management
Location: San Francisco, CA
Lender: U.S. Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management businesses in CA for ~$1.0M 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 2026-06-20.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/hahn-capital-management-llc-ca
API:: https://www.capbench.com/api/public/businesses/hahn-capital-management-llc-ca
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 Hahn Capital Management, LLC.