Funds, Trusts, and Other Financial Vehicles

The following list consist of small to medium size businesses in Funds, Trusts, and Other Financial Vehicles industry that received PPP loans in excess of $150,000.

Business Name Address Loan Amount
CAPRI RETAIL SERVICES, LLC208 S GREEN ST, STE 404
CHICAGO, IL 60607
$150,000-350,000
CAPSTONE HOLDINGS INC5237 SUMMERLIN COMMONS BLVD SUITE #232
FORT MYERS, FL 33907
$150,000-350,000
CARICO MCDONALD KIL AND BENZ LLP841 APOLLO ST SUITE 450
EL SEGUNDO, CA 90245
$150,000-350,000
CARPATHIAN CAPITAL MANAGEMENT LLC7801 E BUSH LAKE RD STE 430
MINNEAPOLIS, MN 55439
$150,000-350,000
CCG, INC.676 2ND ST
ENCINITAS, CA 92024
$150,000-350,000
CELSIUS NETWORK INC.221 RIVER ST, 9TH FLOOR
HOBOKEN, NJ 07030
$150,000-350,000
CELTIC HVAC MANAGEMENT, INC.1 CORPORATE DRIVE
ORANGEBURG, NY 10962
$350,000-1 million
CEN-TEX CDC1011 SAN JACINTO BLVD SUITE 500
AUSTIN, TX 78701
$150,000-350,000
CENTRAL ESCROW LA, INC.3660 WILSHIRE BLVD. #108
LOS ANGELES, CA 90010
$150,000-350,000
CFAM FINANCIAL SERVICES LLC3838 OAKLAWN AVE, STE 1500
DALLAS, TX 75219
$150,000-350,000
CH WEST COUNTY MANAGEMENT MO LLC2100 3RD AVE N STE 600
BIRMINGHAM, AL 35203
$350,000-1 million
CHC PARTNERS MANAGEMENT LLC500 CAHABA PARK CIRCLE STE 100
BIRMINGHAM, AL 35242
$150,000-350,000
CHECK NOW INC3436 MAIN STREET
MOSS POINT, MS 39563
$150,000-350,000
CHINESE HOSPITAL ASSOCIATION845 JACKSON STREET
SAN FRANCISCO, CA 94133
$5-10 million
CHM WARNICK, LLC548 CABOT STREET
BEVERLY, MA 01915
$350,000-1 million
CHOICE MONEY TRANSFER INC560 SYLVAN AVE
ENGLEWOOD CLIFFS, NJ 07632
$350,000-1 million
CII ENGINEERED SYSTEMS INC6767 FOREST HILL AVE STE 100
RICHMOND, VA 23225
$150,000-350,000
CINCINNATI DEVELOPMENT FUND, INC.1224 RACE STREET
CINCINNATI, OH 45202
$150,000-350,000
CINTRIFUSE1311 VINE ST
CINCINNATI, OH 45202
$350,000-1 million
CLA ESTATE PLANNING, LLC9300 WADE BLVD. SUITE 100
FRISCO, TX 75035
$150,000-350,000
CLEARPATH MUTUAL INSURANCE COMPANY200 EXECUTIVE PARK
LOUISVILLE, KY 40207
$1-2 million
CMC RETIREMENT AND EMPLOYEE BENEFIT SPEC647 W BROADWAY
GLENDALE, CA 91204
$150,000-350,000
COHEN EQUITIES NY LLC660 MADISON AVE, STE 2100
NEW YORK, NY 10065
$150,000-350,000
COHERENCE CAPITAL PARTNERS LLC515 MADISON AVE 24TH FLOOR
NEW YORK, NY 10022
$150,000-350,000
COLORECTAL CANCER ALLIANCE, INC.1025 VERMONT AVE NW SUITE 1066
WASHINGTON, DC 20005
$350,000-1 million
COM INVESTMENTS LLC2300 CARILLON PT
KIRKLAND, WA 98033
$350,000-1 million
COMEAUX BOND DAIGLE LLC3000 21ST ST
METAIRIE, LA 70002
$150,000-350,000
COMMUNITY CAPITAL MANAGEMENT, INC.2500 WESTON RD STE 101
WESTON, FL 33331
$350,000-1 million
COMMUNITY CLINIC CONTRACTING NETWORK, LL18 MISSION ST S
WENATCHEE, WA 98801
$150,000-350,000
COMPASS GROUP HOLDINGS INC.135 E 57TH ST FL 30
NEW YORK, NY 10022
$350,000-1 million
COMPENSATION PLANNING INC67 JEFFERSON BLVD
WARWICK, RI 02888
$150,000-350,000
CONDIT AND ASSOCIATES, LLC13912 WEST STARDUST BLVD
SUN CITY WEST, AZ 85375
$150,000-350,000
CONNOR & GALLAGHER BENEFIT SERVICES, INC750 WARRENVILLE RD SUITE 400
LISLE, IL 60532
$350,000-1 million
CONOVER INSURANCE SERVICES, INC.218 MAIN STREET #460
KIRKLAND, WA 98033
$350,000-1 million
CONSUMER CREDIT COUNSELING SERVICE OF WESTERN NC, INC.50 S FRENCH BROAD AVE STE 227
ASHEVILLE, NC 28801
$150,000-350,000
CONSUMER FIRST FINANCIAL, INC.14450 46TH ST N STE 104
CLEARWATER, FL 33762
$150,000-350,000
CONTEXT CAPITAL PARTNERS LP401 CITY AVENUE SUITE 815
BALA CYNWYD, PA 19004
$350,000-1 million
COOPERATIVE OF AMERICAN PHYSICIANS INSURANCE COMPANY, INC.1001 BISHOP STREET, SUITE 2788
HONOLULU, HI 96813
$350,000-1 million
CORPORATE FUEL ADVISORS LLC10 E 40TH ST RM 3210
NEW YORK, NY 10016
$150,000-350,000
CORPORATE FUNDING LLC201 STEELE ST #200
DENVER, CO 80206
$150,000-350,000
CORRAO GROUP LLC11230 SORRENTO VALLEY RD
SAN DIEGO, CA 92121
$150,000-350,000
CREATIVE BENEFITS GROUP, LLC4525 HARDING PIKE
NASHVILLE, TN 37205
$150,000-350,000
CREATIVE PLAN DESIGNS LTD90 MERRICK AVE STE 102
EAST MEADOW, NY 11554
$350,000-1 million
CREATIVE PLANNING BENEFITS LLC5440 W 110TH ST STE 100
LEAWOOD, KS 66211
$150,000-350,000
CREATIVE RETIREMENT SYSTEMS, INC25 MERCHANT ST
CINCINNATI, OH 45246
$350,000-1 million
CROSSROADS FINANCIAL LLC6001 BROKEN SOUNDS PKWY, SUITE 620
BOCA RATON, FL 33487
$150,000-350,000
CUB CONSUMER EDUCATION AND RESEARCH FUND309 WEST WASHINGTON STREET, SUITE 800
CHICAGO, IL 60606
$150,000-350,000
CULLINAN ASSOCIATES, INC295 N HUBBARDS LN
LOUISVILLE, KY 40207
$150,000-350,000
CURB CROWSER, INC.401 2ND AVENUE NORTH, SUITE 300
MINNEAPOLIS, MN 55401
$150,000-350,000
CUSHNOC GROUP, LLC688 ASCOT DR
MAINEVILLE, OH 45039
$150,000-350,000
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The Paycheck Protection Program prioritizes millions of Americans employed by small businesses by authorizing up to $659 billion toward job retention and certain other expenses. Read more information about the Paycheck Protection Program or the CARES Act.