Brio Consultants Llc
550 Market Street (aka 19 Sutt, San Francisco, CA 94104 · Miscellaneous Intermediation (NAICS 523910)
Loan Summary
Source: SBA FOIA Loan-Level DataTotal Loans
3
Total Amount
$8.1M
Jobs Supported
24
Years Active
2016–2022
Loan History (3)
Source: SBA FOIA504$2,118,000
Exempt
- Approved
- Jan 14, 2022 (FY2022)
- Term
- 300 months (25.0 yrs)
- Jobs Supported
- 12
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Miscellaneous Intermediation (NAICS 523910)
Lender
Cbre Global Real Estate Securities, Llc
Certified Development Company (CDC)
Cdc Small Business Finance Cor
2448 Historic Decatur Road, San Diego, CA 92106
Third-Party Lender
Cbre Global Real Estate Securities, Llc · Baltimore, MD
Project Location
San Francisco County, CA
7(a)$4,250,000
Paid in Full
- Approved
- Jul 14, 2019 (FY2019)
- SBA Guaranteed
- $3,187,500 (75%)
- Term
- 300 months (25.0 yrs)
- Interest Rate
- 7.75%
- Revolver
- 0
- Business Type
- Partnership
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Portfolio Management (NAICS 523920)
- Paid in Full
- Feb 28, 2022
Lender
Pathward National Association
5501 S Broadband Ln, Sioux Falls, SD 57108
Project Location
San Francisco County, CA
7(a)$1,750,000
Cancelled
- Approved
- Jul 14, 2016 (FY2016)
- SBA Guaranteed
- $1,312,500 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 5.50%
- Revolver
- 0
- Jobs Supported
- 12
- Business Type
- Partnership
- Industry
- Miscellaneous Intermediation (NAICS 523910)
Lender
Capital Bank, National Association
2275 Research Blvd Ste 600, Rockville, MD 20850
Project Location
San Francisco County, CA
Business Details
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- NAICS Code
- 523910 — Miscellaneous Intermediation
- Address
- 550 Market Street (aka 19 Sutt
San Francisco, CA 94104
Lenders
- Cbre Global Real Estate Securities, Llc
- Pathward National Association
- 5501 S Broadband Ln, Sioux Falls, SD 57108
- Capital Bank, National Association
- 2275 Research Blvd Ste 600, Rockville, MD 20850