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Collateral Holdings Overview

Type

Single Family Office

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:
www.collateralbenefits.com

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Single Family Office

Leadership & Principals


Corporate Office:
Birmingham, United States

Portfolio & Notable Allocations


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