Portfolio Holding Overview

  • Year Founded
  • 1989

Year Founded

  • Status
  • Private

  • Employees
  • 411

Employees

  • Latest Deal Type
  • Debt

  • Financing Rounds
  • 16

  • Investments
  • 4

Portfolio Holding General Information

Description

Provider of re-insurance services intended for automotive dealers. The company develops, sells, and administers auto dealer extended warranty programs along with financial products across a full-service including vehicle service contracts, GAP insurance and ancillary plans, enabling clients to get protection with real value, reliable coverage and prompt, professional claims adjudication.

Contact Information

Formerly Known As
Portfolio General Management Group
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 25541 Commercentre Drive
  • Suite 100
  • Lake Forest, CA 92630
  • United States
+1 (949)
Primary Industry
Re-Insurance
Other Industries
Other Insurance
Corporate Office
  • 25541 Commercentre Drive
  • Suite 100
  • Lake Forest, CA 92630
  • United States
+1 (949)

Portfolio Holding Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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Portfolio Holding Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Portfolio Holding Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of re-insurance services intended for automotive dealers. The company develops, sells, and administers auto dea
Re-Insurance
Lake Forest, CA
411 As of 2025

Poland, OH
 

Bedford, TX
 
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Portfolio Holding Competitors (6)

One of Portfolio Holding’s 6 competitors is Buckeye Risk Services, a Corporation company based in Poland, OH.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Buckeye Risk Services Corporation Poland, OH
Warrantech Formerly PE-Backed Bedford, TX
CAAREA Corporation Puteaux, France
Cornerstone National Insurance Formerly VC-backed Columbia, MO
UTG Corporation Stanford, KY
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Portfolio Holding Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Portfolio Holding Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Portfolio Holding Investments & Acquisitions (4)

Portfolio Holding’s most recent deal was a Early Stage VC with Visibly (Business/Productivity Software) for . The deal was made on 01-Jun-2024.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Visibly (Business/Productivity Software) 01-Jun-2024 Early Stage VC Business/Productivity Software
National Automotive Experts / NWAN 01-Jul-2020 Buyout/LBO Road
Diversified Automotive Concepts 18-Jan-2018 Merger/Acquisition Automotive Insurance
Finance Concepts 30-Jun-2017 Buyout/LBO Education and Training Services (B2B)
To view Portfolio Holding’s complete investments and acquisitions history, request access »

Portfolio Holding Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Finance Concepts Orangevale, CA 2005

Portfolio Holding FAQs

  • When was Portfolio Holding founded?

    Portfolio Holding was founded in 1989.

  • Where is Portfolio Holding headquartered?

    Portfolio Holding is headquartered in Lake Forest, CA.

  • What is the size of Portfolio Holding?

    Portfolio Holding has 411 total employees.

  • What industry is Portfolio Holding in?

    Portfolio Holding’s primary industry is Re-Insurance.

  • Is Portfolio Holding a private or public company?

    Portfolio Holding is a Private company.

  • What is Portfolio Holding’s current revenue?

    The current revenue for Portfolio Holding is .

  • How much funding has Portfolio Holding raised over time?

    Portfolio Holding has raised $620M.

  • Who are Portfolio Holding’s investors?

    Abry Partners has invested in Portfolio Holding.

  • Who are Portfolio Holding’s competitors?

    Buckeye Risk Services, Warrantech, CAAREA, Cornerstone National Insurance, and UTG are some of the 6 competitors of Portfolio Holding.

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