Search
⚲

Type	Result	AUM ($B)

Homrich Berg Partners LLC
Firm	HB Wealth Management LLC
Address	3550 Lenox Road NE Suite 2700 Atlanta, GA 30326
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM ($M)
HB Wealth Management LLC
Peachtree Acorn Fund LP	021-541542	Executive Officer		of 100.0 M	24.6
Peachtree Opportunity Fund VII LP	021-541539	Executive Officer		of 250.0 M	28.9
Peachtree Credit Opportunities Fund III LP	021-523638	Executive Officer		33.2 M of 50.0 M	59.8
Peachtree Opportunity Fund VI LP	021-473531	Executive Officer		12.2 M	69.6
Peachtree Credit Opportunities Fund II LP	021-330027	Executive Officer		10.6 M	93.8
Peachtree Real Estate Fund IV-A LP	021-472360	Executive Officer		29.4 M	46.7
Peachtree Real Estate Fund IV LP	021-472346	Executive Officer		35.7 M	46.7
Peachtree Opportunity Fund V LP	021-384934	Executive Officer		6.7 M	64.6
Peachtree Real Estate Fund III-A LP	021-408233	Executive Officer		5.2 M	24.9
Peachtree Real Estate Fund III LP	021-408231	Executive Officer		39.2 M	99.5
Peachtree Opportunistic Warehouse Fund-A LP	021-369163	Executive Officer		31.7 M	34.8
Peachtree Opportunistic Warehouse Fund LP	021-369161	Executive Officer		31.2 M	34.8
Peachtree Opportunity Fund IV LP	021-365210	Executive Officer		39.0 M	43.8
Peachtree Credit Opportunities Fund LP	021-330027	Executive Officer		10.6 M	18.0
2015 Opportunity Fund LP	021-233037	Executive Officer			41.1
Peachtree Credit Opportunities Fund II LP	021-448872	Executive Officer		89.8 M

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 212283899, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

315748021