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 |
|---|---|---|
| FRANKEL LERNER & O'CONNOR, INC. | 1600 HORIZON DR SUITE 100 CHALFONT, PA 18914 | $350,000-1 million |
| FRINGE BENEFIT ANALYSTS, LLC | 393 W. GORDAN AVE, SUITE#1 LAYTON, UT 84041 | $150,000-350,000 |
| G & C PENSION SEVICES, LLC DBA TPSI | 270 NORTHPOINTE PKWY BUFFALO, NY 14228 | $150,000-350,000 |
| GEORGE F. EYDE FAMILY LLC | 300 SWASHINGTON SQ LANSING, MI 48933 | $350,000-1 million |
| GERALD L. POLLACK & ASSOCIATES INC | 37000 12 MILE RD FARMINGTON, MI 48331 | $150,000-350,000 |
| GHI CAPITAL, LTD | 7551 N E LOOP 820 NORTH RICHLAND HILLS, TX 76180 | $1-2 million |
| GLOBAL IMPACT INVESTING NETWORK, INC. | 1 BATTERY PARK PLAZA, 2ND FLOOR NEW YORK, NY 10004 | $350,000-1 million |
| GOLD COAST VENTURES, LLC | 1501 MANGROVE AVE CHICO, CA 95926 | $150,000-350,000 |
| GOLDEN STATE RENAISSANCE VENTURES, LLC | 1 SANSOME ST STE 2080 SAN FRANCISCO, CA 94104 | $350,000-1 million |
| GOVERNMENT EMPLOYEES' BENEFIT ASSOCIATION INC | PO BOX 206 ANNAPOLIS JUNCTION, MD 20701 | $150,000-350,000 |
| GPB CAPITAL HOLDINGS, LLC | 1581 FRANKLIN AVE. MINEOLA, NY 11501 | $1-2 million |
| GREAT LAKES EQUITY PARTNERS, LLC | 14110 CULVER DR IRVINE, CA 92604 | $350,000-1 million |
| GREENWOOD TREE SERVICE, INC. | 46 EAGLE RIDGE LN WEST CREEK, NJ 08092 | $150,000-350,000 |
| GROVE PAVILLIONS LIMITED DBA WILDWOOD KITCHEN AND BAR | 2633 RIVERSIDE BLVD SACRAMENTO, CA 95818 | $150,000-350,000 |
| HEMENWAY TRUST COMPANY, LLC | 25 PELHAM RD 402 SALEM, NH 03079 | $150,000-350,000 |
| HERITAGE STRATEGIES LLC | 135 CROSSWAYS PARK DRIVE, SUITE 402 WOODBURY, NY 11797 | $150,000-350,000 |
| HONEYFUND.COM, INC | 2519 MCMULLEN BOOTH RD. STE. 510-260 CLEARWATER, FL 33761 | $150,000-350,000 |
| HORIZON TRUST COMPANY | 2009 E WINDMILL LN LAS VEGAS, NV 89123 | $350,000-1 million |
| HT DOWNTOWN OWNER VIII, LLC | 900 N MICHIGAN AVE STE 1900 CHICAGO, IL 60611 | $1-2 million |
| HUDSON CAPITAL MANAGEMENT (NY), LP | 850 3RD AVE,STE 1306 NEW YORK, NY 10022 | $350,000-1 million |
| HUNTER STREET PARTNERS, LP | 60 SOUTH 6TH ST, SUITE 2440 MINNEAPOLIS, MN 55402 | $150,000-350,000 |
| HUNTINGTON WHITLEY COUNTY GROUP HOME, INC. | 2423 FAIRFIELD AVE FORT WAYNE, IN 46807 | $150,000-350,000 |
| HYPOTEC INC | 11900 BISCAYNE BLVD, STE 618 MIAMI, FL 33181 | $150,000-350,000 |
| IBARRA BUSINESS GROUP INC | 438 E 200 S SALT LAKE CITY, UT 84111 | $150,000-350,000 |
| INCENTAHEALTH LLC | 4600 S ULSTER ST STE 850 DENVER, CO 80237 | $150,000-350,000 |
| INDIANA TRUST & INVESTMENT MANAGEMENT COMPANY | 4045 EDISON LAKES PKWY MISHAWAKA, IN 46545 | $350,000-1 million |
| INLAND ENDOSCOPY CENTER | 10408 INDUSTRIAL CIR REDLANDS, CA 92374 | $350,000-1 million |
| INNOVATIVE CLAIM SOLUTIONS INC | 2430 CAMINO RAMON SAN RAMON, CA 94583 | $350,000-1 million |
| INNOVATOR CAPITAL MANAGEMENT LLC | 109 N HALE ST WHEATON, IL 60187 | $350,000-1 million |
| INSURANCEONLINE.COM SERVICES, INC. | 660 NEWPORT CENTER DR NEWPORT BEACH, CA 92660 | $350,000-1 million |
| INTEGRATED PENSION SERVICES, INC. | 975 MERRIAM AVE LEOMINSTER, MA 01453 | $150,000-350,000 |
| INTEGRITY HEALTH LLC | 76 W GILBERT ST TINTON FALLS, NJ 07701 | $150,000-350,000 |
| INVESTMENT RESOURCES INTERNATIONAL, INC | 800 BRICKELL AVE STE 903 MIAMI, FL 33131 | $150,000-350,000 |
| INWEST RETIREMENT SOLUTIONS INC | 4305 NORTH GARFIELD STREET STE 202 MIDLAND, TX 79705 | $150,000-350,000 |
| IOU CENTRAL INC | 600 TOWNPARK LN STE 100 KENNESAW, GA 30144 | $350,000-1 million |
| IRA HERMANN, CLV, CHFC | 4695 MACARTHUR CT 1000 NEWPORT BEACH, CA 92660 | $150,000-350,000 |
| IRA LOGIX, INC | 2 ALLEGHANY PLAZA NOVA TOWER 2 STE 1303 PITTSBURGH, PA 15212 | $350,000-1 million |
| IRON HOLDINGS LLC | 630 DUNDEE RD STE 200 NORTHBROOK, IL 60062 | $350,000-1 million |
| JAB CREDIT, LLC | 9151 BALTIMORE NATIONAL PIKE ELLICOTT CITY, MD 21042 | $150,000-350,000 |
| JEBCO HOLDING CO INC | 526 SE DIVISION PL PORTLAND, OR 97202 | $150,000-350,000 |
| JERRY LEIGH OF CALIFORNIA, INC | 7860 NELSON ROAD VAN NUYS, CA 91402 | $5-10 million |
| JETSCAPE SERVICES, LLC | 240 SW 34TH ST FORT LAUDERDALE, FL 33315 | $150,000-350,000 |
| JEWISH FEDERATION OF METROPOLITAN DETROIT | 6735 TELEGRAPH BLOOMFIELD HILLS, MI 48301 | $1-2 million |
| JH SNYDER DEVELOPMENT CO LLC | 5757 WILSHIRE BLVD PH 30 LOS ANGELES, CA 90036 | $350,000-1 million |
| JMI REALTY LLC | 111 CONGRESS AVE STE 2600 AUSTIN, TX 78701 | $350,000-1 million |
| JOANNE CURRIE DBA SPLASH CAFE | 464 RIM ROCK RD NIPOMO, CA 93449 | $150,000-350,000 |
| JOHN G JANSING, DAYTON CHAPTER 13 TRUSTEE | 131 N. LUDLOW STREET, SUITE 900 DAYTON, OH 45402 | $350,000-1 million |
| JOSEPH E. HENEHAN FINANCIAL AND INSURANCE SERVICES, INC. | 685 E. CARNEGIE DR SAN BERNARDINO, CA 92408 | $150,000-350,000 |
| JTC ESTATES | 2326 N. BATAVIA ST., # 104 ORANGE, CA 92865 | $150,000-350,000 |
| JUMPSTART HOLDINGS LLC | 604 GALLATIN AVE NASHVILLE, TN 37205 | $150,000-350,000 |
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.