Industry intelligence
Portfolio Management in California
7 portfolio management businesses in California financed with SBA 7(a) loans, largest first. Each links to its complete record.
- In Touch Financial ServicesOakland, CA · 2 loans$1.4M
- Hahn Capital Management, LLCSan Francisco, CA · 1 loan$1.0M
- REGAL WEALTH GROUP, INC.Seal Beach, CA · 1 loan$915K
- Rydeca IncEl Segundo, CA · 1 loan$250K
- Woodson Wealth Management and Consulting Inc.Ramona, CA · 1 loan$151K
- SOLOMON RETIREMENT SERVICES INCEncinitas, CA · 1 loan$150K
- NY&A, LLCLaguna Hills, CA · 1 loan$150K
AI summary
California has 7 portfolio management businesses on record financed with SBA 7(a) loans, the largest of which closed $1.4M in financing.
CapBench SBA Intelligence ranks the SBA lenders actively financing portfolio management deals in California and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management businesses in California before they approach a lender.
Source: CapBench SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. CapBench is not a lender and does not guarantee financing.
Agent summary
This page lists public SBA 7(a)-financed portfolio management businesses in California, largest first, from CapBench SBA Intelligence. Each entry links to its complete public loan record. CapBench is not a lender.
- 7 portfolio management businesses financed in California
- Largest deal on record: $1.4M
- State: California
- Industry: Portfolio Management
- 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.
- Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.
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CapBench analysis of public SBA 7(a) lending records with a California project address.