Falconcrest
Falconcrest Limited is a Seychelles-registered financial advisory firm founded in 2010 that provides bespoke asset allocation, deal sourcing, real estate acquisition, project financing, and commodities trading services to ultra high net worth individuals, family offices, and institutional investors across Asia.
- Company typePrivate
- Founded2010
- HeadquartersPetaling, Malaysia
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Falconcrest does
Falconcrest Limited is a privately held financial advisory firm founded in 2010 and registered in Seychelles, with operational correspondence based in Kuala Lumpur, Malaysia. The firm provides bespoke asset allocation, deal sourcing, investment structuring, international real estate acquisition advisory, project financing, commodities trading access, and co-investment opportunities to ultra high net worth individuals, family offices, and institutional investors. Its service portfolio spans alternative assets including hotels and co-living properties, renewable energy and waste recycling infrastructure projects, and global commodities, positioning the firm as a multi-vertical alternative-investment advisor rather than a product-specific intermediary.
The firm is built around founder HB Ooi, who brings over 30 years of senior management experience at multinationals including BHP Steel, Akzo Nobel, Veolia Water, and Metsäliitto FinnForest, and maintains an extensive cross-border network spanning legal, banking, real estate, private equity, and tax planning across Hong Kong, Taiwan, Singapore, Malaysia, and China. Falconcrest does not operate a proprietary technology platform; its core service delivery is founder-led and relationship-driven, with referenceable deals including the W Hotel in Manhattan, the Jimbaran Villa Hotel in Bali, and an office building in Perth.
Revenue is generated through professional advisory fees, transaction-based fees on facilitated deals, and co-investment returns alongside clients. Pricing is quote-based and not publicly disclosed, with engagements structured as multi-year contracts tailored to client complexity. The go-to-market is consultative and direct, relying on founder-led outreach, the corporate website (falconcrest-limited.com), and a small referral network rather than institutional distribution partnerships.
Falconcrest firmographics
Firmographics- Name
- Falconcrest
- Legal name
- Falconcrest Limited
- Website
- https://falconcrest-limited.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Falconcrest Limited is a Seychelles-registered financial advisory firm founded in 2010 that provides bespoke asset allocation, deal sourcing, real estate acquisition, project financing, and commodities trading services to ultra high net worth individuals, family offices, and institutional investors across Asia.
- Ownership category
- akta.pro rank
Falconcrest industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)
- akta.pro secondary industries
- Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Debt Advisory & Financing Advisory (FSAEAGAD), Family Business & Succession Advisory (FSAAADAL)
Keywords
Where Falconcrest is headquartered
LocationHeadquarters
- HQ city
- Petaling
- HQ country
- Malaysia
- HQ region
- Asia
Offices2 records
Markets served
Falconcrest business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Advisory Fees: Professional advisory fees for bespoke asset allocation, deal sourcing, and investment structuring services tailored to ultra high net worth clients.
- Transaction-based Fees: Fees generated from facilitating real estate acquisitions, project financing deals, and commodities trading transactions for clients.
- Co-investment Returns: Returns from pooling funds with clients to jointly invest in high-potential projects or assets, generating shared growth and returns.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Bespoke/Quote-based pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Falconcrest product offering
Product offeringCore offering
Falconcrest Limited is a bespoke financial advisory firm that delivers tailored asset allocation, deal sourcing, and investment structuring services to ultra high net worth individuals, family offices, and institutional investors. Its offerings span international real estate acquisitions, project financing, commodities trading, and co-investment opportunities, all delivered through personalized advisory engagements rather than standardized products.
Product overview
Falconcrest Limited offers a unified suite of bespoke financial advisory and asset management services tailored for ultra high net worth individuals, family offices, and institutional investors. The core portfolio includes: Asset Allocation (tailored investment strategies), Real Estate Acquisitions (international property investments), Project Financing (infrastructure and renewable energy projects), Deal Sourcing and Investment Structuring (bespoke deal origination), Commodities Trading (global market access), Financial Advisory (personalized financial solutions), and Co-invest opportunities (pooled investment vehicles). These services are offered as integrated components of a comprehensive wealth management approach, connected through the firm's advisory platform and the founder's extensive network across Asia, banking, real estate, private equity, and tax planning sectors.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Allocation Comprehensive strategies for managing wealth and investments tailored to client needs, focusing on ultra high net worth individuals, family offices, and institutional investors.
- Real Estate Acquisitions Expert guidance on international real estate investments including hotels, co-living spaces, and commercial properties for diverse portfolios of ultra high net worth clients and family offices.
- Project Financing Specialized financing solutions for domestic and international infrastructure projects including renewable energy and waste recycling.
- Deal Sourcing and Investment Structuring Bespoke deal sourcing and investment structuring services with in-depth analyses to craft personalized investment strategies ensuring optimal returns for ultra high net worth clients and family offices.
- Commodities Trading Strategic insights and access to global markets for commodities trading, leveraging market knowledge to develop informed trading strategies for clients.
- Financial Advisory Tailored financial solutions to help clients achieve their goals and secure their future, including personalized advisory services for ultra high net worth individuals, family offices, and institutional investors.
- Co-invest Pooling funds to jointly invest in high-potential projects or assets for shared growth and returns with clients.
Companies that use Falconcrest
Customer profileSegments3 records
Ideal customer profiles3 records
Falconcrest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Falconcrest partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights4 records
Falconcrest competitors and assessment
Company assessmentDirect peers
- Cresset: Multi-family office serving UHNW individuals and families with bespoke investment advisory, deal sourcing, and family office services — comparable positioning to Falconcrest's UHNW/family office target market.
- Cambridge Associates: Global investment advisory firm serving UHNWIs, foundations, and institutions with discretionary portfolio management, asset allocation, and private capital advice — directly comparable to Falconcrest's bespoke advisory and investment structuring model.
- Stonehage Fleming: International multi-family office and wealth advisory with a strong presence in the UK, South Africa, and Asia, offering bespoke investment advice and structuring to UHNW families — closely comparable to Falconcrest's UHNW and family office focus and APAC geographic exposure.
- Glenmede: Wealth management and investment advisory firm focused on UHNW families and endowments, offering discretionary portfolio management, alternative investments, and family office services analogous to Falconcrest's offerings.
- Pitcairn: Multi-family office serving HNW families with bespoke investment, trust, and family office services including alternative and direct investments — closely aligned with Falconcrest's bespoke UHNW service model.
- Constellation Wealth Capital: Wealth advisory platform serving UHNW individuals and family offices with bespoke portfolio management, deal structuring, and alternative investment access — comparable in client segment and service mix.
- Alvarium Investments: Multi-family office providing bespoke wealth advisory, investment management, and direct deal sourcing to UHNW families globally, with active co-invest and alternative asset capabilities mirroring Falconcrest's service mix.
Broad incumbents
- IQ-EQ: Global investor services firm offering corporate administration, fiduciary, and advisory services across multiple jurisdictions — comparable in cross-border structuring and family office support to Falconcrest, though at significantly greater scale.
- Goldman Sachs Private Wealth Management: Large incumbent private wealth and investment advisory franchise serving UHNW individuals and family offices globally — comparable in client segment and breadth of services, though vastly larger in scale and resources.
Regional players
- Raffles Family Office: Singapore-based multi-family office providing wealth advisory, investment management, and family office services across Asia — directly comparable regional competitor to Falconcrest's UHNW and family office focus in the same geography.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Falconcrest social profiles
Digital presenceFalconcrest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Falconcrest leadership team
Management profileNumber of profiles
Profiles1 record
Falconcrest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Falconcrest 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 Falconcrest
What does Falconcrest do?
Falconcrest Limited is a bespoke financial advisory firm that delivers tailored asset allocation, deal sourcing, and investment structuring services to ultra high net worth individuals, family offices, and institutional investors. Its offerings span international real estate acquisitions, project financing, commodities trading, and co-investment opportunities, all delivered through personalized advisory engagements rather than standardized products.
Is Falconcrest a public or private company?
Falconcrest is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Falconcrest founded?
Falconcrest was founded in 2010. It employs 1 to 10 people.
Where is Falconcrest based?
Falconcrest is headquartered in Petaling, Malaysia, in the Asia region.
How does Falconcrest make money?
Three revenue lines are on record. Advisory Fees are the primary driver. The others are transaction-based Fees and co-investment Returns.
Who are Falconcrest's main competitors?
Direct peers on record are Cresset, Cambridge Associates, Stonehage Fleming, Glenmede, Pitcairn, Constellation Wealth Capital and Alvarium Investments. Broad incumbents are IQ-EQ and Goldman Sachs Private Wealth Management. Raffles Family Office is listed as a regional player.
Does Falconcrest have an API?
No public API is recorded for Falconcrest.
What industry is Falconcrest in?
Falconcrest's product category is Wealth Management Advisory. Its primary akta.pro industry code is BPAHADAG, Capital Raising Advisory (Debt/Equity/Private Capital), with a secondary code of BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation). Its NAICS code is 52394 and its SIC code is 6282.