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SBA lending record

Michael D Beeman

515 S FLOWER ST FLOOR 34, Los Angeles, CA 90071 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.4M

Total SBA financing

1

Loan on record

FY2024

On record

2

Jobs supported

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

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The loan

$1,374,000 — FY2024

Gross approval: $1,374,000
SBA guaranteed: $1,030,500 (75%)
Status: Current
Rate at approval: 9.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/11/2024
First disbursement: 5/1/2024
Days to fund: 20 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 2
Business type: Individual
Business age: New Business or 2 years or less
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Live Oak Banking Company
Address: 515 S FLOWER ST FLOOR 34
City: Los Angeles, 90071
County: Los Angeles
SBA district office: LOS ANGELES DISTRICT OFFICE
Congressional district: 34

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.

SBA lenders in California Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in California

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.

NEW COURSE ENTERPRISES, LLC

Playa Vista, CA· ~11 mi

Portfolio Management and Investment Advice

$1.8M
SBA financing: ≈ $3.5M–$5.8M
Est. revenue (rough)

Aligne Wealth Advisors Investment Management & AWAIM

Los Angeles, CA· ~9 mi

Portfolio Management and Investment Advice

$750K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

Plan Well, Be Well

Fullerton, CA· ~23 mi

Portfolio Management and Investment Advice

$1.0M
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

Vance Wealth, LLC

Santa Clarita, CA· ~29 mi

Portfolio Management and Investment Advice

$1.1M
SBA financing: ≈ $2.1M–$3.4M
Est. revenue (rough)

PIER AVENUE WEALTH MANAGEMENT, LLC

Manhattan Beach, CA· ~14 mi

Portfolio Management and Investment Advice

$612K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

Sagent Wealth Management, LLC

Laguna Beach, CA· ~45 mi

Portfolio Management and Investment Advice

$1.3M
SBA financing: ≈ $2.6M–$4.4M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Michael D Beeman in Los Angeles, CA (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 $1.4M
On record FY2024
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Los Angeles, CA
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 CA for ~$1.4M 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/michael-d-beeman-ca
API:: https://www.capbench.com/api/public/businesses/michael-d-beeman-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.

Is Michael D Beeman 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 Michael D Beeman.

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