Hollander Asset Management
Hollander Asset Management is a Miami-based private wealth management firm founded in 2006, serving a select group of Latin American families with global investment solutions, risk management, and Advent-based consolidated reporting through a partner-led boutique model.
- Company typePrivate
- Founded2006
- HeadquartersMiami, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Hollander Asset Management firmographics
Firmographics- Name
- Hollander Asset Management
- Legal name
- CdR Hollander Asset Management LLC
- Website
- https://hollanderwealth.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Hollander Asset Management is a Miami-based private wealth management firm founded in 2006, serving a select group of Latin American families with global investment solutions, risk management, and Advent-based consolidated reporting through a partner-led boutique model.
- Ownership category
- akta.pro rank
Hollander Asset Management industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro industry
- Advisory Portfolio Management (Non-Discretionary)Emerging Markets Equity (Active)
Keywords
Where Hollander Asset Management is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Hollander Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Services: Private wealth management services for Latin Families including investment advisory, portfolio management, and consolidated reporting capabilities through Advent-based systems.
Go-to-market motion1 record
Distribution channels1 record
Hollander Asset Management product offering
Product offeringCore offering
Hollander Asset Management is a private investment firm that provides wealth and risk management services to a select group of Latin Families. Founded in 2006 by Carlos Hollander, the firm offers global wealth management solutions, portfolio management, and investment advisory enhanced by Advent-based consolidated reporting and control systems, delivered within a transparent governance and risk management framework.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Private wealth management services targeting Latin American families, offering global investment solutions with transparency, governance, and a risk management framework. Delivered to a select group of clients through relationship-based engagement led by Senior Partner Carlos Hollander and the partner team.
Companies that use Hollander Asset Management
Customer profileSegments1 record
Ideal customer profiles1 record
Hollander Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Hollander Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- CdR CapitalcoreCdR Capital is listed as a partner organization with offices in London, Geneva, and Dubai. The partnership appears to be a strategic alliance within the Hollander/CdR network of private wealth management operations, extending the firm's international reach across key financial centers.
Scale indicators2 records
Hollander Asset Management competitors and assessment
Company assessmentBroad incumbents
- Bessemer Trust: Large multi-family office-style wealth manager serving UHNW families. Comparable to Hollander in serving private families with consolidated reporting and governance, though at far greater scale and with a broader US/global remit.
- J.P. Morgan Private Bank: Global bulge-bracket private bank with a sizable Latin American family practice, offering consolidated reporting, lending, and global wealth structuring comparable in feature set to Hollander's Advent-based offering, though at vastly different scale.
- Brown Brothers Harriman Wealth Management: Long-standing private bank providing wealth management, trust, and custody to UHNW families. Overlaps with Hollander on multi-generational wealth structuring, governance frameworks, and consolidated family reporting.
Direct peers
- Geneva Capital Group: Boutique, relationship-driven UHNW wealth manager serving globally mobile families with multi-jurisdictional needs. Comparable in boutique scale, family-wealth focus, and emphasis on cross-border wealth governance.
- Glenmede: Independent, employee-owned wealth manager serving UHNW families and foundations with discretionary portfolio management and trust services. Highly comparable in boutique, relationship-led model and emphasis on governance and risk management similar to Hollander's value proposition.
- CdR Capital: Hollander's named strategic partner, a multi-jurisdictional private investment firm with offices in London, Geneva, and Dubai serving global families. Directly comparable in mission (private wealth management for globally mobile families) and explicitly tied to Hollander via partnership.
- Geller Advisors: Boutique family office and investment advisory serving UHNW families with global assets. Comparable to Hollander in scale, family-wealth focus, and integrated investment advisory/governance model.
Regional players
- Santander Private Banking: Global private bank with a dedicated Latin American wealth franchise serving HNW and UHNW families in the region. Directly comparable to Hollander in target clientele (Latin families) and Miami-adjacent service model.
- Itaú Private Bank: Brazil-based private bank with deep relationships across Latin American HNW families. Comparable to Hollander through a shared Latin American cultural lens and focus on cross-border wealth management, though operating at much larger scale across LATAM.
Emerging players
- Cresset: Fast-growing boutique wealth and family office platform serving HNW/UHNW families with concierge services and consolidated reporting. Comparable positioning to Hollander as a modern, relationship-led wealth manager targeting entrepreneurial families.
Market position
Customer concentration
Hollander Asset Management social profiles
Digital presenceHollander Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Hollander Asset Management leadership team
Management profileNumber of profiles
Profiles3 records
Hollander Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Hollander Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Hollander Asset Management
What does Hollander Asset Management do?
Hollander Asset Management is a private investment firm that provides wealth and risk management services to a select group of Latin Families. Founded in 2006 by Carlos Hollander, the firm offers global wealth management solutions, portfolio management, and investment advisory enhanced by Advent-based consolidated reporting and control systems, delivered within a transparent governance and risk management framework.
Is Hollander Asset Management a public or private company?
Hollander Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Hollander Asset Management founded?
Hollander Asset Management was founded in 2006. It employs 1 to 10 people.
Where is Hollander Asset Management based?
Hollander Asset Management is headquartered in Miami, United States, in the North America region.
How does Hollander Asset Management make money?
One revenue line is on record: wealth Management Services.
Who are Hollander Asset Management's main competitors?
Broad incumbents on record are Bessemer Trust, J.P. Morgan Private Bank and Brown Brothers Harriman Wealth Management. Direct peers are Geneva Capital Group, Glenmede, CdR Capital and Geller Advisors. Regional players are Santander Private Banking and Itaú Private Bank. Cresset is listed as an emerging player.
Does Hollander Asset Management have an API?
No public API is recorded for Hollander Asset Management.
What industry is Hollander Asset Management in?
Hollander Asset Management's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAIAF, Emerging Markets Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.