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Collateral Holdings Background & Overview Overview

Type

Family Office - Single

General Information

Collateral Holdings is a single-family office headquartered in Birmingham. The firm invests in and manages operating businesses across multiple sectors, focusing on long-term value creation and capital preservation for its founding family. With a flexible mandate and permanent capital base, Collateral Holdings evaluates direct investments and strategic acquisitions—supports portfolio companies with active ownership and operational expertise to drive sustainable growth and intergenerational wealth transfer.

Contact Information

Website:

Website:
www.collateralbenefits.com

Year Founded:

Collateral Holdings Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Family Office - Single

Collateral Holdings Leadership & Principals


Title:

Email:

Corporate Office:
Birmingham, US

Collateral Holdings Portfolio & Notable Allocations


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Collateral Holdings | Birmingham Family Office - Single | Altss