Homewood Capital Management - Ownership and Business Overview

Financial ServicesCompany

Homewood Capital Management Ownership

Who owns Homewood Capital Management?

Homewood Capital Management is owned by EP Wealth Advisors. It was acquired on August 27, 2021.

Homewood Capital Management Business Overview

Where is Homewood Capital Management headquartered?

Homewood Capital Management is headquartered in Danville, California.

What sector is Homewood Capital Management in?

Homewood Capital Management is a financial services company.

When was Homewood Capital Management founded?

Homewood Capital Management was founded in 1994.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 234 acquisitions of financial services companies in 2021, including 24 acquisitions by private equity firms, and 210 by strategics.

Homewood Capital Management

Homewood Capital Management, Inc.

1079 River Rock Lane,
Danville, California 94526
United States,
(925) 838-5445

Homewood Capital Management provides customized and comprehensive financial planning services to high-net-worth individuals and families. Homewood Capital Management was founded in 1994 and is based in Danville, California.


Company Summary

SECTOR

Financial Services

Established

1994

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