SBA lending record
Jason Berk
433 PLAZA REAL, Boca Raton, FL 33432 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$360K
Total SBA financing
2
Loans on record
FY2024–25
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$210,000 — FY2025
Loan 1 of 2- Gross approval
- $210,000
- SBA guaranteed
- $157,500 (75%)
- Status
- Cancelled
- Rate at approval
- 10.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 5/29/2025
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- Northeast Bank
- Address
- 17766 CADENA DRIVE
- City
- Boca Raton, 33496
- County
- Palm Beach
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 21
$150,000 — FY2024
Loan 2 of 2- Gross approval
- $150,000
- SBA guaranteed
- $127,500 (85%)
- Status
- Current
- Rate at approval
- 13.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 5/22/2024
- First disbursement
- 5/23/2024
- Days to fund
- 1 days
- Collateral
- None
- Sold on secondary market
- Yes
- Jobs supported
- 3
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- BayFirst National Bank
- Address
- 433 PLAZA REAL
- City
- Boca Raton, 33432
- County
- Palm Beach
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 22
The lenders
BayFirst National Bank
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.
Rain Advisors, LLC
Delray Beach, FL· ~5 mi
Portfolio Management and Investment Advice
- $200K
- SBA financing
- ≈ $392K–$654K
- Est. revenue (rough)
Premier Tax Planning LLC
Fort Lauderdale, FL· ~11 mi
Portfolio Management and Investment Advice
- $695K
- SBA financing
- ≈ $1.4M–$2.3M
- Est. revenue (rough)
Corrales & Company, LLC
Miami, FL· ~41 mi
Portfolio Management and Investment Advice
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
2M WEALTH MANAGEMENT LLC
Boca Raton, FL· ~2 mi
Portfolio Management and Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
ALLASEA HOLDINGS, INC.
Fort Lauderdale, FL· ~12 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Barclay Breland Family Office LLC
Jupiter, FL· ~37 mi
Portfolio Management and Investment Advice
- $325K
- SBA financing
- ≈ $637K–$1.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Jason Berk in Boca Raton, 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.
- 2 SBA 7(a) loans totaling $360K
- On record FY2024–25
- 4 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Boca Raton, FL
- Lenders: BayFirst National Bank, Northeast 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 FL for ~$180k 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 Jason Berk.