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 |
|---|---|---|
| MOSAIC RESEARCH MANAGEMENT, LLC | 590 MADISON AVE 21 FLOOR NEW YORK, NY 10022 | $350,000-1 million |
| MOTOLEASE FUNDING, LLC | 5200 W CENTURY BLVD, STE 750 LOS ANGELES, CA 90045 | $1-2 million |
| MPE WORKERS' COMPENSATION SERVICES, INC. | 314 EASTPARK ST RIDGELAND, MS 39157 | $150,000-350,000 |
| MURRAY, DEVINE & CO., INC | 1650 ARCH ST 2700 PHILADELPHIA, PA 19103 | $350,000-1 million |
| MVISION PRIVATE EQUITY ADVISERS USA LLC | 41 MADISON AVE 40TH FLOOR NEW YORK, NY 10010 | $350,000-1 million |
| MY RETIREMENT ACCOUNT SERVICES, LLC | 1105 STATE ROUTE 121 N MURRAY, KY 42071 | $350,000-1 million |
| NATIONAL TRUST COMMUNITY INVESTMENT CORP | 1155 15TH ST NW WASHINGTON, DC 20005 | $350,000-1 million |
| NAZARETH INC | 2929 NAZARETH ROAD KALAMAZOO, MI 49048 | $350,000-1 million |
| NCBT KETTLEMAN MCDONALDS, LP | 4502 GEORGETOWN PL STOCKTON, CA 95207 | $150,000-350,000 |
| NEUVANA, LLC | 2041 VISTA PARKWAY WEST PALM BEACH, FL 33411 | $150,000-350,000 |
| NEW COUNTRY MOTOR CARS OF WESTCHESTER, LLC | 151 SAW MILL RIVER ROAD HAWTHORNE, NY 10532 | $350,000-1 million |
| NEW YORK CITY REGIONAL CENTER, LLC | 99 HUDSON STREET NEW YORK,, NY 10013 | $150,000-350,000 |
| NITZE-STAGEN & CO INC | 159 SOUTH JACKSON STREET SEATTLE, WA 98104 | $150,000-350,000 |
| NIZNIK BEHAVIORAL HEALTH, INC | 1515 NW 167 #300 MIAMI, FL 33169 | $2-5 million |
| NOBLE-DAVIS CONSULTING SERVICES, INC. | 6910 COCHRAN RD SUITE D SOLON, OH 44139 | $150,000-350,000 |
| NORTHERN NECK INSURANCE COMPANY | 4981 IRVINGTON RD IRVINGTON, VA 22480 | $350,000-1 million |
| NUVIEW IRA, INC. | 280 S. RONALD REAGAN BLVD LONGWOOD, FL 32750 | $350,000-1 million |
| OAK HARVEST INSURANCE SERVICES LLC | 920 MEMORIAL CITY WAY STE 150 HOUSTON, TX 77024 | $150,000-350,000 |
| OLD NORTH STATE TRUST, LLC | 1250 REVOLUTION MILL DR GREENSBORO, NC 27405 | $350,000-1 million |
| ON TIME FINANCE, LLC | 5203 PRESTON HWY LOUISVILLE, KY 40213 | $150,000-350,000 |
| ONEMAP MINERAL SERVICES LLC | 109 N. POST OAK LN #140 HOUSTON, TX 77024 | $350,000-1 million |
| OSBORNE & ASSOCIATES, INC. | 4216 KIERNAN AVE MODESTO, CA 95356 | $150,000-350,000 |
| OUT OF DOORS MART INC. | 8510 NORCROSS RD COLFAX, NC 27235 | $150,000-350,000 |
| OVATION FINANCIAL SERVICES, LP | 8401 DATAPOINT DR SAN ANTONIO, TX 78229 | $350,000-1 million |
| OVERHEAD DOOR COMPANY OF SACRAMENTO, INC. | 6756 FRANKLIN BLVD SACRAMENTO, CA 95823 | $150,000-350,000 |
| PALMETTO SURETY CORPORATION | 75 PORT CITY LANDING MOUNT PLEASANT, SC 29464 | $350,000-1 million |
| PAMELA SIMMONS-BEASLEY STANDING CHAPTER 13 TRUSTEE | 250 BERRYHILL RD. SUITE 402 COLUMBIA, SC 29045 | $150,000-350,000 |
| PAPA JOE'S PIZZA, INC. | 1121 LINCOLN AVE NAPA, CA 94558 | $150,000-350,000 |
| PARADIGM WINERY | PO BOX 323 OAKVILLE, CA 94562 | $150,000-350,000 |
| PARAGON RISK MANAGEMENT, INC. | PO BOX 119 LUTZ, FL 33548 | $150,000-350,000 |
| PARAMOUNT SPECIALTY FINANCE LLC | 1204 CONGRESS AVE STE. 201-A AUSTIN, TX 78704 | $150,000-350,000 |
| PARK AGENCY, INC. | 330 MADISON AVE STE 2303 NEW YORK, NY 10017 | $150,000-350,000 |
| PARK AVENUE FINANCE LLC | 445 PARK AVE FL7 NEW YORK, NY 10022 | $150,000-350,000 |
| PATHWAY'S HOUSE | 2729 W. LAKE VAN NESS CIRCLE FRESNO, CA 93711 | $150,000-350,000 |
| PATIENTPAY, INC. | 1005 SLATER ROAD, SUITE 100 DURHAM, NC 27703 | $350,000-1 million |
| PATRICIA JAMIESON | 1301 E 9TH ST CLEVELAND, OH 44114 | $1-2 million |
| PBC FIREFIGHTERS HEALTH CLINIC LLC | 7240 7TH PL N WEST PALM BEACH, FL 33411 | $350,000-1 million |
| PEDIATRIC MEDICAL GROUP OF SANTA MARIA, INC. | 1430 E MAIN STREET SUITE 201 SANTA MARIA, CA 93454 | $350,000-1 million |
| PENCE WEALTH MANAGEMENT | 5000 BIRCH ST STE 8000 NEWPORT BEACH, CA 92660 | $350,000-1 million |
| PENSION CONSULTANTS, INC. | 74 BATTERSON PARK RD FARMINGTON, CT 06032 | $350,000-1 million |
| PENSION FUND OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) GROUP, INC. | 1099 N MERIDIAN ST SUITE 720 INDIANAPOLIS, IN 46204 | $1-2 million |
| PENSION SOLUTIONS, INC. | 28601 CHAGRIN BLVD SUITE 550 BEACHWOOD, OH 44122 | $150,000-350,000 |
| PENSIONSONTHEWEB, INC. | 1055 WASHINGTON BLVD STE 610 0 STAMFORD, CT 06901 | $350,000-1 million |
| PETERSON PROPERTIES, LLC | 2325 SAN PEDRO NE SUITE 2A ALBUQUERQUE, NM 87110 | $150,000-350,000 |
| PHILANTHROCORP INC | 111 S TEJON ST SUITE 520 COLORADO SPRINGS, CO 80903 | $150,000-350,000 |
| PHOCAS FINANCIAL CORPORATION | 980 ATLANTIC AVE STE 106 ALAMEDA, CA 94501 | $150,000-350,000 |
| PINNACLE HOLDING COMPANY LLC | 101 PORT ST MADISON, MS 39110 | $150,000-350,000 |
| PIPING INDUSTRY PROGRESS & EDUCATION LABOR MANAGEMENT COOPERATION | 501 SHATTO PLACE, SUITE 200 LOS ANGELES, CA 90020 | $150,000-350,000 |
| PORTSMOUTH COMMUNITY HEALTH CENTER, INC. | 664 LINCOLN STREET PORTSMOUTH, VA 23704 | $350,000-1 million |
| PREFERRED PENSION PLANNING CORPORATION | 991 US HIGHWAY 22 WEST BRIDGEWATER, NJ 08807 | $350,000-1 million |
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.