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SBA lending record

StratiCo LLC

500 N Street, Sacramento, CA 95814 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$250K

Total SBA financing

1

Loan on record

FY2022

On record

4

Jobs supported

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

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The loan

$250,000 — FY2022

Gross approval: $250,000
SBA guaranteed: $187,500 (75%)
Status: Current
Rate at approval: 8.25% v
Term: 300 mo (25 yr)
Program: Community Advantage Initiative
Subprogram: Community Advantage Initiative
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/10/2022
First disbursement: 10/7/2022
Days to fund: 58 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: California Statewide Certified Development Corporation
Address: 500 N Street
City: Sacramento, 95814
County: Sacramento
SBA district office: SACRAMENTO DISTRICT OFFICE
Congressional district: 6

The lender

California Statewide Certified Development Corporation

1 loan to this business

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.

Bellwether Capital Management LLC, a California Limited Liability Company

Fair Oaks, CA· ~14 mi

Portfolio Management and Investment Advice

$82K
SBA financing: ≈ $161K–$268K
Est. revenue (rough)

APPALOOSA CAPITAL MANAGEMENT INC.

Sacramento, CA· ~4 mi

Portfolio Management and Investment Advice

$1.4M
SBA financing: ≈ $2.7M–$4.6M
Est. revenue (rough)

Napa Valley Financial LLC

Napa, CA· ~47 mi

Portfolio Management and Investment Advice

$450K
SBA financing: ≈ $882K–$1.5M
Est. revenue (rough)

MATTHEW CARLOS LOPEZ

Watsonville, CA· ~115 mi

Portfolio Management and Investment Advice

$253K
SBA financing: ≈ $495K–$825K
Est. revenue (rough)

DOGPATCH CAPITAL LLC

San Francisco, CA· ~74 mi

Portfolio Management and Investment Advice

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

NSWM, Inc.

Roseville, CA· ~17 mi

Portfolio Management and Investment Advice

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for StratiCo LLC in Sacramento, 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 $250K
On record FY2022
4 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Sacramento, CA
Lender: California Statewide Certified Development Corporation

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 ~$250k 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/stratico-llc-ca
API:: https://www.capbench.com/api/public/businesses/stratico-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.

Is StratiCo LLC 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 StratiCo LLC.

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