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
PREMIER PLAN CONSULTANTS, INC.6512 FERRIS SQ STE 125
SAN DIEGO, CA 92121
$150,000-350,000
PREMIER REAL ESTATE MANAGEMENT LLC3120 GATEWAY RD
BROOKFIELD, WI 53045
$2-5 million
PRIME CAPITAL INVESTMENT ADVISORS, LLC6201 COLLEGE BLVD
LEAWOOD, KS 66211
$1-2 million
PRINCETON HEALTH ANALYTICS LLC76 WEST GILBERT ST
RED BANK, NJ 07701
$150,000-350,000
PRIZM FINANCIAL COMPANY, LLC3700 B PARK 42 DR
CINCINNATI, OH 45241
$150,000-350,000
PROFESSIONAL BENEFITS SERVICES, INC1193 ROYVONNE AVE SE STE22
SALEM, OR 97302
$350,000-1 million
PROJECT TRANSFORMATION4024 CARUTH BLVD.
DALLAS, TX 75225
$150,000-350,000
PROTEUS FUND, INC.15 RESEARCH DRIVE
AMHERST, MA 01002
$2-5 million
PUDDINGSTONE PLACE, LLC47 EAST GROVE STREET
MIDDLEBORO, MA 02346
$150,000-350,000
QUALITY BACK OFFICE LLC600 S WASHINGTON STREET SUITE 105
NAPERVILLE, IL 60540
$150,000-350,000
QUICKSILVER CAPITAL LLC181 S FRANKLIN AVE # 300
VALLEY STREAM, NY 11581
$350,000-1 million
R4 CAPITAL LLC780 3RD AVE 10TH FL
NEW YORK, NY 10017
$2-5 million
RAC & ASSOCIATES, INC2120 THIBODO RD
VISTA, CA 92081
$350,000-1 million
RAL RESORT PROPERTY MANAGEMENT INC.17810 SAN CARLOS BLVD
FORT MYERS BEACH, FL 33931
$350,000-1 million
RCP-LTD, LLC9120 DOUBLE DIAMOND PARKWAY
RENO, NV 89521
$350,000-1 million
REGAL SECURITIES, INC.950 MILWAUKEE AVE.
GLENVIEW, IL 60025
$350,000-1 million
REIMBURSEMENT CONSULTANTS, INC.401 WESTERN LANE SUITE 8C
IRMO, SC 29063
$150,000-350,000
RELIGIOUS COALITION FOR EMERGENCY HUMAN NEEDS, INC.27 DEGRANGE STREET
FREDERICK, MD 21701
$150,000-350,000
RENOVA CAPITAL PARTNERS, LLC1614 15TH ST STE 200
DENVER, CO 80202
$150,000-350,000
RESCUE 1 FINANCIAL LLC16842 VON KARMAN STE 300
IRVINE, CA 92606
$2-5 million
RESOURCE MANAGEMENT SYSTEMS, INC7315 E ORCHARD RD, SUITE 200
GREENWOOD VILLAGE, CO 80111
$150,000-350,000
RESOURCE ROYALTY, LLC5949 SHERRY LN, STE: 1100
DALLAS, TX 75225
$150,000-350,000
RETHOUGHT INSURANCE CORPORATION1001 W 120TH AVE STE 400
BROOMFIELD, CO 80021
$150,000-350,000
RETIREMENT ADMINISTRATION, INC.4966 EL CAMINO REAL, SUITE 213
LOS ALTOS, CA 94022
$150,000-350,000
RETIREMENT PLANNERS & ADMINISTRATORS, INC7639 LEESBURG PIKE
FALLS CHURCH, VA 22043
$350,000-1 million
RETIREMENT STRATEGIES GROUP LLC800 W COMMERCE RD STE 105
HARRAHAN, LA 70123
$150,000-350,000
RETIREMENT, LLC5140 E. 57TH ST
SIOUX FALLS, SD 57108
$350,000-1 million
REV ROAD, LLC1555 N FREEDOM BLVD
PROVO, UT 84604
$150,000-350,000
RICE, HEARD & BIGELOW, INC.50 CONGRESS STREET 900
BOSTON, MA 02109
$150,000-350,000
RICO PFITZER PIRES & ASSOCIATES INSURANCE AGENCY INC208 5TH ST
GUSTINE, CA 95322
$350,000-1 million
RILEY CONSTRUCTION CO., INC.5301 99TH AVENUE
KENOSHA, WI 53144
$5-10 million
RIPARIAN, LLC790 E. COLORADO BLVD. SUITE 400
PASADENA, CA 91101
$350,000-1 million
RISHEL ENTERPRISES INC1330 SHORE DISTRICT DR APT 2541
AUSTIN, TX 78741
$350,000-1 million
RISK MANAGEMENT, INC.700 N 10TH ST
BATON ROUGE, LA 70802
$150,000-350,000
ROGERS DERMATOLOGY, P.A.3B CLEVELAND CT
GREENVILLE, SC 29607
$150,000-350,000
RON SMITH28 WEST 44TH STREET
NEW YORK, NY 10036
$5-10 million
RON WHITE, INC.75 14TH ST NE STE 2200
ATLANTA, GA 30309
$150,000-350,000
RUBICON REALTY ADVISORS, INC.3575 MT. DIABLO BOULEVARD SUITE 215
LAFAYETTE, CA 94549
$150,000-350,000
RW III LLC120 WEST 45TH STREET, SUITE 2405
NEW YORK, NY 10036
$150,000-350,000
SANCUS CAPITAL MANAGEMENT LP1325 AVENUE OF AMERICAS 28TH FLOOR
NEW YORK, NY 10019
$150,000-350,000
SAND CREEK EAP LLC100 NORTH PENNSYLVANIA AVENUE
WILKES BARRE, PA 18701
$150,000-350,000
SATICOY PARTNERS, LLC4450 CLUBHOUSE DRIVE
SOMIS, CA 93066
$350,000-1 million
SAYE CAPITAL MANAGEMENT LP225 AVENUE I STE 205
REDONDO BEACH, CA 90277
$150,000-350,000
SBS TRUST DEED NETWORK31194 LA BAYA DR SUITE 106
WESTLAKE VILLAGE, CA 91362
$150,000-350,000
SCHAEFER & BIERLEIN1015 WEISS ST.
FRANKENMUTH, MI 48734
$350,000-1 million
SCHULTHEIS & PANETTIERI, LLP450 WIRELESS BLVD
HAUPPAUGE, NY 11788
$2-5 million
SELLSTATE PAYROLL SYSTEMS INC905 NE 1ST PLACE
CAPE CORAL, FL 33909
$150,000-350,000
SERVANT SOLUTIONS INC2902 ENTERPRISE DR.
ANDERSON, IN 46013
$150,000-350,000
SFBAIA, INC.3003 OAK RD STE 250
WALNUT CREEK, CA 94597
$350,000-1 million
SFTI HOLDINGS LLC5292 S COLLEGE DR
SALT LAKE CITY, UT 84123
$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.