How Much Can Open-End Investment Funds Businesses Get in SBA Loans?
28 SBA loans totaling $3.4M have been approved for open-end investment funds businesses (NAICS 525910). The average approved SBA loan is $120K, which is 65% below avg the $340K national average. 18 active lenders fund this industry.
NAICS 525910 (Open-End Investment Funds) received 28 SBA loans worth $3.4M across 5+ states. Average loan $120K, average term 117 months.18 active SBA-approved lenders fund this industry. Most open-end investment funds loans use the SBA 7(a) program. There are approximately 334 U.S. establishments in this industry (Census 2022).
Is SBA Lending Growing for Open-End Investment Funds?
Which SBA Program Do Open-End Investment Funds Businesses Use Most?
What Is the Best SBA Loan for Open-End Investment Funds?
The most widely used SBA program for open-end investment funds businesses — flexible terms, multiple use cases
Where Are Open-End Investment Funds SBA Loans Most Common?
Top SBA Lenders for Open-End Investment Funds
These banks have funded the most SBA loans for open-end investment funds businesses (NAICS 525910). PeerSense routes deals to lenders with proven appetite in your industry.
| # | Lender | Loans | Volume |
|---|---|---|---|
| 1 | JPMorgan Chase Bank, National Association(OH) | 5 | $413K |
| 2 | Zions Bank, A Division of(UT) | 3 | $201K |
| 3 | Wells Fargo Bank National Association(SD) | 3 | $700K |
| 4 | The Huntington National Bank(OH) | 2 | $100K |
| 5 | Popular Bank(NY) | 2 | $185K |
Open-End Investment Funds Industry Context
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PeerSense places SBA loans for open-end investment funds businesses nationwide. We match you with the right capital source — no retainers, referral fee at closing.
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How Does SBA Lending Work for Open-End Investment Funds Businesses?
Across all SBA loan programs, 28 loans have been approved for businesses classified under NAICS 525910 (Open-End Investment Funds), representing $3.4M in total capital deployed. The average approved loan of $120K is 65% below avg the national SBA average of $340K, with typical repayment terms of 117 months.
SBA lending for open-end investment funds has remained relatively stable across recent fiscal years. 18 active lenders continue funding this sector, providing consistent access to capital for both new ventures and established businesses looking to expand.
The industry sees a balanced mix of SBA programs, with 7% of loans using the 504 program for fixed asset acquisition and the majority using 7(a) for its flexibility across working capital, equipment, and business acquisition uses. SBA 7(a) loans offer up to $5M with terms up to 25 years for real estate.
PeerSense specializes in matching open-end investment funds business owners with the capital sources most likely to approve their specific deal structure. As an advisory firm (not a lender), we structure your deal across our network of 100+ SBA-approved lenders to find the best terms — our referral fee is established upfront and paid at closing. No retainers.
Frequently Asked Questions — Open-End Investment Funds SBA Loans
What is the average SBA loan size for open-end investment funds businesses?
Which SBA loan program is best for a open-end investment funds business?
How many lenders fund SBA loans for open-end investment funds?
What states have the most SBA lending for open-end investment funds?
How does PeerSense help open-end investment funds businesses get SBA loans?
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Data aggregated from SBA loan records (1992–2025). Open-End Investment Funds defined by NAICS code 525910. Not financial advice. PeerSense is a capital advisory firm, not a lender. Consult a lending professional before making financial decisions.