SBA lending record
Steven Minkoff
529 531 Commercial Street, San Francisco, CA 94111 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$4.8M
Total SBA financing
1
Loan on record
FY2020
On record
14
Jobs supported
Franchise brand
Ameriprise Financial
See Ameriprise Financial's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
Is Steven Minkoff your business?
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The loan
$4,850,000 — FY2020
- Gross approval
- $4,850,000
- SBA guaranteed
- $2,370,680 (49%)
- Status
- Paid in full
- Rate at approval
- 5.75% v
- Term
- 120 mo (10 yr)
- Program
- 7a General
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/10/2020
- First disbursement
- 9/30/2020
- Days to fund
- 20 days
- Paid in full
- 3/31/2022
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 14
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Lender
- Byline Bank
- Address
- 529 531 Commercial Street
- City
- San Francisco, 94111
- County
- San Francisco
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 12
The lender
Find SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry, and brand.
Other Ameriprise Financial locations
Other Ameriprise Financial businesses in the public SBA record — closest first, by location and deal size.
PHUONG N QUACH SP
Santa Clara, CA· ~37 mi
Ameriprise Financial
- $1.5M
- SBA financing
- ≈ $3.0M–$4.9M
- Est. revenue (rough)
CrimsonCardinal LLC
Woodland Hills, CA· ~328 mi
Ameriprise Financial
- $5.0M
- SBA financing
- ≈ $9.8M–$16M
- Est. revenue (rough)
Kevin L Ehlers
Peoria, AZ· ~638 mi
Ameriprise Financial
- $5.5M
- SBA financing
- ≈ $11M–$18M
- Est. revenue (rough)
Oyster Bay SB, Inc
Winchester, MA
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.2M–$5.3M
- Est. revenue (rough)
DGW Worldwide, LLC
Webster, TX· ~1661 mi
Ameriprise Financial
- $5.0M
- SBA financing
- ≈ $9.8M–$16M
- Est. revenue (rough)
Jennifer N. Gray
Winchester, MA
Ameriprise Financial
- $1.5M
- SBA financing
- ≈ $2.9M–$4.8M
- Est. revenue (rough)
Similar businesses
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
TOMREN WEALTH MANAGEMENT
San Ramon, CA· ~24 mi
Investment Advice
- $3.3M
- SBA financing
- ≈ $6.4M–$11M
- Est. revenue (rough)
Shone Asset Management, LLC
Walnut Creek, CA· ~20 mi
Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
TALON PRIVATE WEALTH, LLC
Sacramento, CA· ~76 mi
Investment Advice
- $2.0M
- SBA financing
- ≈ $3.9M–$6.5M
- Est. revenue (rough)
PRISM Financial Strategies, LLC
Englewood, CO· ~946 mi
Investment Advice
- $7.0M
- SBA financing
- ≈ $14M–$23M
- Est. revenue (rough)
Portfolio Advisors Inc
Fresno, CA· ~157 mi
Investment Advice
- $2.2M
- SBA financing
- ≈ $4.4M–$7.3M
- Est. revenue (rough)
The Retirement Planning Group, Inc.
Overland Park, KS· ~1500 mi
Investment Advice
- $5.0M
- SBA financing
- ≈ $9.8M–$16M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Steven Minkoff in San Francisco, CA (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 $4.8M
- On record FY2020
- 14 jobs supported
- Industry: Investment Advice
- Location: San Francisco, CA
- Lender: Byline Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in CA for ~$4.8M 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 Steven Minkoff.