Homrich & Berg Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Homrich & Berg Inc
CRD #108189
SEC #801-35646
CIK #0001504744
AUM$5.5 BB
Employees98
Phone404-264-1400
Address3550 Lenox Road, Ne Suite 2700
Atlanta, GA 30326
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTI 444.1
VIG 205.9
IVW 116.6
MLPI 76.0
SCHB 36.4
BSV 31.3
T 220,140.0 22.9
SCHD 20.3
HD 206,070.0 19.0
MINT 15.7
View All
Holdings by Sector ($BB)
Private Fund Fund Form D AUM ($MM)
2017 Opportunity Fund LP PE 2017-08-25external 35.7
2017 Real Estate Opportunity Fund LP RE 2017-08-24external 39.3
2015 Opportunity Fund LP PE 2015-01-28external 56.6
Income Opportunity Fund II LP PE 2013-04-03external 38.0
Income Opportunity Fund LP PE 2011-03-11external 5.9
2008 Opportunity Fund LP PE 2008-10-15external 33.3
H&B Real Estate Ventures IV LLC RE 2006-01-19external 0.9
H&B Natural Resources I LLC PE 2005-04-01external 6.9
H&B Equity Ventures Fund I LLC PE 0.5
H&B Real Estate Ventures III RE 0.1
View All
Related Persons # Filings
Andrew Berg 5
Frank Butterfield 5
Anthony Guinta 4
Adam Fuller 4
Stephanie Lang 2
Hb Partners LLC Hb Partners LLC 2
Homrich Berg Partners LLC 1
Andrew Klepchick 1
David Homrich 1
John Engel 1