Steward Partners Holdings Llc

1000 Connecticut Avenue N.w., Washington, DC 20036 · Investment Advice (NAICS 523930)

Loan Summary

Source: SBA FOIA Loan-Level Data

Total Loans

3

Total Amount

$10.0M

Jobs Supported

74

Years Active

2015–2015

Loan History (3)

Source: SBA FOIA
7(a)$2,500,000
Cancelled
Approved
Oct 7, 2014 (FY2015)
SBA Guaranteed
$1,875,000 (75%)
Term
120 months (10.0 yrs)
Interest Rate
5.00%
Revolver
0
Jobs Supported
25
Business Type
Corporation
Industry
Investment Advice (NAICS 523930)

Lender

Live Oak Banking Company

1741 Tiburon Dr, Wilmington, NC 28403

Project Location

District of Columbia County, DC

7(a)$2,500,000
Cancelled
Approved
Oct 7, 2014 (FY2015)
SBA Guaranteed
$1,875,000 (75%)
Term
120 months (10.0 yrs)
Interest Rate
5.00%
Revolver
0
Jobs Supported
15
Business Type
Corporation
Industry
Investment Advice (NAICS 523930)

Lender

Live Oak Banking Company

1741 Tiburon Dr, Wilmington, NC 28403

Project Location

District of Columbia County, DC

7(a)$5,000,000
Paid in Full
Approved
Nov 26, 2014 (FY2015)
SBA Guaranteed
$3,750,000 (75%)
Term
120 months (10.0 yrs)
Interest Rate
4.00%
Revolver
0
Jobs Supported
34
Business Type
Corporation
Industry
Investment Advice (NAICS 523930)
Paid in Full
Nov 30, 2018

Lender

Fulton Bank, National Association

One Penn Sq, Lancaster, PA 17602

Project Location

District of Columbia County, DC

Business Details

Business Type
Corporation
NAICS Code
523930 Investment Advice
Address
1000 Connecticut Avenue N.w.
Washington, DC 20036

Lenders

Live Oak Banking Company
1741 Tiburon Dr, Wilmington, NC 28403
Fulton Bank, National Association
One Penn Sq, Lancaster, PA 17602

Other SBA Borrowers in Washington

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