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 |
|---|---|---|
| KELSTIN GROUP, INC. | 460 UNION AVE FAIRFIELD, CA 94533 | $150,000-350,000 |
| KENNETH M. TROMBLY, PC | 1825 K ST NW STE 1150 WASHINGTON, DC 20006 | $150,000-350,000 |
| KGA, INC. | 161 WORCESTER ROAD SUITE #409 FRAMINGHAM, MA 01701 | $350,000-1 million |
| KIRK A SPECHT DDS MS | 1311 S. MILLER ST SUITE 201 SANTA MARIA, CA 93454 | $150,000-350,000 |
| KRAUS WHITING CAPITAL ADVISORS LLC | 4 LANDMARK SQ STAMFORD, CT 06901 | $150,000-350,000 |
| LAT FARMING TRUST | 9245 HIGHWAY 33 WESTLEY, CA 95387 | $150,000-350,000 |
| LEPPARD JOHNSON & ASSOCIATES PC | 100 CRESCENT CENTER PKWY STE 520 TUCKER, GA 30084 | $350,000-1 million |
| LEVERAGE LIFE, INC. | 6480 WEATHERS PL SUITE 300 SAN DIEGO, CA 92121 | $150,000-350,000 |
| LIBERTAS FUNDING, LLC | 382 GREENWICH AVE GREENWICH, CT 06830 | $350,000-1 million |
| LIFESCI ADVISORS, LLC | 250 W 55TH ST NEW YORK, NY 10019 | $1-2 million |
| LIGHTHOUSE OF BROWARD COUNTY, INC | 650 N ANDREWS AVE FORT LAUDERDALE, FL 33311 | $1-2 million |
| LINDA HORIHAN INC | 302 S MILL ST RUSHFORD, MN 55971 | $150,000-350,000 |
| LIQUID STRATEGIES LLC | 3550 LENOX ROAD NE SUITE 2550 ATLANTA, GA 30326 | $350,000-1 million |
| LOCKE D BARKLEY, CHAPTER 13 TRUSTEE | 6360 I-55 N, SUITE 140 JACKSON, MS 39211 | $150,000-350,000 |
| LOGAN EQUITY GROUP LLC | 2 N RIVERSIDE PLZ SUITE 1440 CHICAGO, IL 60606 | $1-2 million |
| LOGICSOURCE, INC. | 20 MARSHALL ST. NORWALK, CT 06854 | $2-5 million |
| LONG ISLAND EMPLOYEE BENEFITS GROUP LTD | 50 STEWART AVE HUNTINGTON, NY 11743 | $150,000-350,000 |
| LOWELL, BLAKE & ASSOCIATES INCORPORATED | 141 TREMONT STREET SUITE 200 BOSTON, MA 02111 | $150,000-350,000 |
| LUMINA HEALTHCARE, LLC | 5220 PACIFIC CONCOURSE DR STE 120 LOS ANGELES, CA 90045 | $350,000-1 million |
| LYTLE BEHAVIORAL HEALTH INC | 100 PENNSYLVANIA AVENUE WILKES BARRE, PA 18701 | $150,000-350,000 |
| MADDEN ENTERPRISES, INC | 2034 SOUTH RIDGEWOOD AVENUE N/A DAYTONA BEACH, FL 32119 | $350,000-1 million |
| MAGELLAN GROUP INVESTMENTS LLC | 1811 CORPORATE DR BOYNTON BEACH, FL 33426 | $150,000-350,000 |
| MAIN STREET WP HOTEL ASSOCIATES, LLC | 250 MAIN STREET WHITE PLAINS, NY 10601 | $150,000-350,000 |
| MARCUS INVESTMENTS, LLC | 301 N BROADWAY SUITE 300 MILWAUKEE, WI 53202 | $350,000-1 million |
| MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC | 3105 EAST 98TH ST INDIANAPOLIS, IN 46280 | $150,000-350,000 |
| MARTIR INVESTMENTS | 2498 ROBERT RD ROWLAND HEIGHTS, CA 91748 | $150,000-350,000 |
| MAS FINANCIAL SERVICES, INC. | 501 N PARKCENTER DR. SANTA ANA, CA 92705 | $350,000-1 million |
| MASSACHUSETTES LABORERS HEALTH &WELFARE FUND | 1400 DISTRICT AVE SUITE 200 BURLINGTON, MA 01803 | $350,000-1 million |
| MATIA INVESTMENT FUND, INC. | 2323 N 31ST ST STE 200 TACOMA, WA 98403 | $150,000-350,000 |
| MAYFAIR PROPERTIES, LLC | 900 E LAKEVIEW DR MCALLEN, TX 78501 | $350,000-1 million |
| MCCABE INSURANCE ASSOCIATES INC | 5501 TWIN KNOLLS RD STE 101 COLUMBIA, MD 21045 | $150,000-350,000 |
| MCDONALD GROUP, INC. | ONE OFFICE PARK CIRCLE BIRMINGHAM, AL 35223 | $150,000-350,000 |
| MCGRATH LAW FIRM | 3435 HENRIETTA HARTFORD RD MOUNT PLEASANT, SC 29466 | $150,000-350,000 |
| MCKK LIMITED | 5475 TECH CENTER DR COLORADO SPRINGS, CO 80919 | $150,000-350,000 |
| MED PRO BILLING | 7200 W MCNAB RD TAMARAC, FL 33321 | $350,000-1 million |
| MEETING STREET | 1000 EDDY ST PROVIDENCE, RI 02905 | $2-5 million |
| MEG STAFFING LLC | 703 FOSTER ST DURHAM, NC 27701 | $350,000-1 million |
| METACAPITAL MANAGEMENT LP | 152 W 57TH ST 38TH FLOOR NEW YORK, NY 10019 | $350,000-1 million |
| MICHAEL H. MEYER CHAPTER 13 TRUSTEE | 7550 N PALM AVE STE 204 FRESNO, CA 93711 | $150,000-350,000 |
| MICROVEST CAPITAL MANAGEMENT | 7315 WISCONSIN AVE BETHESDA, MD 20814 | $350,000-1 million |
| MIDDLEGATE SECURITIES LTD | 8 WEST 40TH STREET 4TH FLOOR NEW YORK, NY 10018 | $350,000-1 million |
| MISSION PEAK CAPITAL LLC | 1908 MAIN STREET KANSAS CITY, MO 64108 | $150,000-350,000 |
| MJCM, LLC | 1235 NORTH LOOP WEST, SUITE 717 HOUSTON, TX 77008 | $350,000-1 million |
| MOBILITYPLUS REHABILITATION LTD. | 11 NORTH MAIN GWINNER, ND 58040 | $150,000-350,000 |
| MODERN DAY RECYCLING INC. | 866 ROUTE 72 BARNEGAT, NJ 08005 | $150,000-350,000 |
| MOMENTUM ADVANCED PLANNING LLC | 1600 N BETHLEHEM PIKE LOWER GWYNEDD, PA 19002 | $150,000-350,000 |
| MONEY EXPERIENCE, INC. | 1 KENDALL SQ SUITE 4202 CAMBRIDGE, MA 02139 | $150,000-350,000 |
| MONROE CAPITAL, INC. | 3445 WINTON PLACE ROCHESTER, NY 14623 | $150,000-350,000 |
| MONTECITO FINANCIAL SERVICES, INC | 300 W GLENOAKS BLVD STE 200 GLENDALE, CA 91202 | $350,000-1 million |
| MOORESTOWN ECUMENICAL NEIGHBORHOOD | 99 EAST SECOND STREET MOORESTOWN, NJ 08057 | $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.