How Much Can Portfolio Management Businesses Get in SBA Loans?
603 SBA loans totaling $219.8M have been approved for portfolio management businesses (NAICS 523920). The average approved SBA loan is $365K, which is 7% above avg the $340K national average. 175 active lenders fund this industry with a 7.1% historical default rate.
NAICS 523920 (Portfolio Management) received 603 SBA loans worth $219.8M across 5+ states. Average loan $365K, average term 134 months, default rate 7.1%.175 active SBA-approved lenders fund this industry. Most portfolio management loans use the SBA 7(a) program. There are approximately 43,217 U.S. establishments in this industry (Census 2022).
Is SBA Lending Growing for Portfolio Management?-33% decline
Which SBA Program Do Portfolio Management Businesses Use Most?
What Is the Best SBA Loan for Portfolio Management?
The most widely used SBA program for portfolio management businesses — flexible terms, multiple use cases
Where Are Portfolio Management SBA Loans Most Common?
Top SBA Lenders for Portfolio Management
These banks have funded the most SBA loans for portfolio management businesses (NAICS 523920). PeerSense routes deals to lenders with proven appetite in your industry.
| # | Lender | Loans | Volume |
|---|---|---|---|
| 1 | U.S. Bank, National Association(OH) | 51 | $9.8M |
| 2 | JPMorgan Chase Bank, National Association(OH) | 38 | $1.8M |
| 3 | The Huntington National Bank(OH) | 28 | $4.9M |
| 4 | Wells Fargo Bank National Association(SD) | 25 | $11.3M |
| 5 | VelocitySBA, LLC(TX) | 21 | $238K |
Portfolio Management Industry Context
Ready to Fund Your Portfolio Management Business?
PeerSense places SBA loans for portfolio management businesses nationwide. We match you with the right capital source — no retainers, referral fee at closing.
Retainers
Down with SBA 7(a)
Terms Available
How Does SBA Lending Work for Portfolio Management Businesses?
Across all SBA loan programs, 603 loans have been approved for businesses classified under NAICS 523920 (Portfolio Management), representing $219.8M in total capital deployed. The average approved loan of $365K is 7% above avg the national SBA average of $340K, with typical repayment terms of 134 months.
SBA lending for portfolio management has contracted approximately 33% over recent fiscal years. This shift may reflect changing market conditions, industry consolidation, or tightening credit standards in this sector. However, 175 lenders remain active, maintaining competitive options for qualified borrowers.
The industry sees a balanced mix of SBA programs, with 16% 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 portfolio management 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 500+ SBA-approved lenders to find the best terms — our referral fee is established upfront and paid at closing. No retainers.
Frequently Asked Questions — Portfolio Management SBA Loans
What is the average SBA loan size for portfolio management businesses?
Which SBA loan program is best for a portfolio management business?
How many lenders fund SBA loans for portfolio management?
What states have the most SBA lending for portfolio management?
How does PeerSense help portfolio management businesses get SBA loans?
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Data aggregated from SBA loan records (1992–2025). Portfolio Management defined by NAICS code 523920. Not financial advice. PeerSense is a capital advisory firm, not a lender. Consult a lending professional before making financial decisions.