SBA lending record
Risk Management Partners, Incorporated
5550 Glades Rd. Ste. 509, Boca Raton, FL 33431 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$350K
Total SBA financing
2
Loans on record
FY2020–21
On record
1
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$100,000 — FY2021
Loan 1 of 2- Gross approval
- $100,000
- SBA guaranteed
- $90,000 (90%)
- Status
- In workout — SBA bought the guarantee
- Rate at approval
- 6% v
- Term
- 111 mo (9 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/27/2021
- First disbursement
- 7/29/2021
- Days to fund
- 2 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- All Other Insurance Related Activities
- NAICS code
- 524298
- Lender
- Five Star Bank
- Address
- 5550 Glades Road Suite 509
- City
- Boca Raton, 33431
- County
- Palm Beach
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 22
$250,000 — FY2020
Loan 2 of 2- Gross approval
- $250,000
- SBA guaranteed
- $187,500 (75%)
- Status
- Charged off (failed)
- Rate at approval
- 6% v
- Term
- 95 mo (8 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/2/2020
- First disbursement
- 4/30/2020
- Days to fund
- 28 days
- Charged off
- 1/25/2024
- Charge-off amount
- $221,098
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Lender
- Five Star Bank
- Address
- 5550 Glades Rd. Ste. 509
- City
- Boca Raton, 33431
- County
- Palm Beach
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 22
The lender
Find SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry.
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Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
LEGACY WEALTH MANAGEMENT ADVISORS, LLC
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SRA Team LLC
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Ameriprise Financial
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Legacy Advisors, Inc.
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- SBA financing
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Agent summary
This page summarizes the public SBA 7(a) lending record for Risk Management Partners, Incorporated in Boca Raton, FL (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 $350K
- On record FY2020–21
- 1 jobs supported
- Industry: Investment Advice
- Location: Boca Raton, FL
- Lender: Five Star Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in FL for ~$175k 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 2026-06-24.
- 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 Risk Management Partners, Incorporated.