SMA Hub is a Lake Oswego, Oregon based financial firm that serves as a wholesale intermediary between factoring companies.
Business Model:
Revenue: $3.2M
Employees: 11-50
Address: Ste 1 230
City: Lake Oswego
State: OR
Zip: 97035
Country: US
SMA Hub, Inc. is a Lake Oswego, Oregon based financial firm that serves as a wholesale intermediary between factoring companies and investment planning professionals. The firm is founded by veterans of the interdealer broker industry alongside a group of very experienced settlement experts. The primary focus of the business is to purchase, package, sell and provide servicing of guaranteed future cash flows to the individual investors that work with their institutional clients. One of the fundamental differences between SMA Hub and others in the space is Hub&s;s ability to warehouse annuities by buying inventory using a line of credit, secured by the structures themselves. Most brokers attempt to purchase directly from the sellers agent through a court ordered process. There are many flaws in this process that can often result in trades failing to consummate while the potential investor identity could become a matter of public record. The warehouse approach employed by SMA Hub has effectively insulated the end investor from any negative associations with the transfer process and has proved hugely popular. SMA Hub, Inc. and the Hub Business Trust seeks additional capital for its current secured line of credit warehousing activity. As a secured lender to the Hub Business Trust, the lender’s capital is used to hold long term fixed income assets on a short term basis while the assets are marketed for re-sale. The lender’s capital allocation is invested in guaranteed income streams backed by A rated Insurance carriers that are purchased at a wholesale discount rate. Further, the capital is quickly turned over, effectively resetting the long term fixed position to current day rates.
Contact Phone:
+19712453425
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 9/2013 | Angel Round | $3.7M | 2/2016 | Debt Financing | $2M |
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