Monterey Trust Management
Monterey Trust Management is located in Carmel, CA, and the SBA lists its industry as Miscellaneous Intermediation. It was approved for an SBA 504 loan ($1,237,000 SBA portion) on November 14, 2025 to finance real estate or equipment.
SBA 504 loan, approved Nov 14, 2025
- SBA (CDC) portion
- $1,237,000
- Bank portion
- $1,500,000
- Estimated project size
- $3,041,111 (estimated)
- Estimated owner equity
- $304,111 (estimated, about 10% of the project)
- Bank lender
- Pinnacle Bank, Morgan Hill, CA
- Processing method
- Premier Certified Lenders Program: CDC approved under delegated SBA authority
- Term
- 25 years (300 months)
- Estimated maturity
- November 14, 2050 (estimated, approval date plus term)
- First disbursement
- Feb 11, 2026
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 12
- Business type
- Corporation
- NAICS
- 523910, Miscellaneous Intermediation
- Project location
- Monterey County, CA
- SBA district office
- Fresno District Office
- Congressional district
- CA-20
- Collateral
- Yes
Estimated share of project by source
Bank 49% SBA (CDC) 41% Owner 10%
- Average expansion loan in Miscellaneous Intermediation: $1,237,000.
- Average expansion loan in California: $2,161,468.
Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.
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