Alliance Portfolio
Alliance Portfolio is a California private money lender specializing in business-purpose real estate financing, including construction, bridge, fix-and-flip, refinance, and commercial loans. The company uses asset-based underwriting and serves borrowers throughout California, with a focus on major coastal markets.
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Alliance Portfolio’s Lending Activity
Data Provided By Elementix
12mo Loan Volume
$24,820,000
12mo Loan Count
16
Total Loan Volume
$176,160,000
Average Loan Size
$1,505,641
Loan Count by State (Past 12 Months)
CA: 16
Company Quick Facts
- Year Established: 1996
- Headquarters: Aliso Viejo, California
- President & CEO: James Perry
- Company Type: Direct private money lender
- Lending Approach: Asset-based real estate lending
- Geographic Focus: California, with an emphasis on Orange County, Coastal Los Angeles, San Diego County, and the San Francisco Bay Area
- Loan Types: Construction, Bridge, Fix & Flip, Commercial Real Estate, and Refinance Loans
- Loan Purpose: Business-purpose and investment real estate financing
- Loan Amounts: Generally $500,000 to $10 million
- Maximum Leverage: Up to 65% LTV for general loan programs
- Lien Positions: 1st and 2nd position loans
- Closing Speed: As little as 5–10 days
- Primary Customers: Real estate investors, developers, property owners, and mortgage brokers
- Capital Sources: Private investor capital, direct trust deed investments, and a diversified mortgage fund
- Licensing: Real Estate Broker • CA DRE • 02066955
Office Locations
120 Vantis Drive, #585, Aliso Viejo, CA 92656
Our minimum loan amount is $0
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