HB Wealth
Atlanta, GA · CRD 316731
Private equity manager
HB Wealth is an SEC-registered investment adviser based in Atlanta, GA that reports managing 24 private funds on Form ADV, including 17 private equity funds. It reports $30.2 billion in regulatory assets under management. Its private funds hold $860.3 million in gross assets.
- Regulatory assets under management
- $30.2 billionForm ADV Item 5.F
- Gross assets of private funds
- $860.3 millionAll private fund types, Form ADV
- Private funds managed
- 24PE 17 · VC 0 · hedge 0
- Employees
- 325Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 316731
- Latest Form ADV
- 10/07/2026Disciplinary disclosures: none reported
Private equity funds filing Form D (3)
Fund
First sale
Raised
Investors
Minimum
Offering
HB Wealth Real Estate Fund, L.P.
Atlanta, GAEmerging
First saleMar 2026
Raised$26.6M
Investors22
Minimum$250K
Offering506(b)
Peachtree Acorn Fund, L.P.
Atlanta, GA
First sale—
Raised$0
Investors0
Minimum$250K
Offering506(b)
Peachtree Opportunity Fund VII, L.P.
Atlanta, GA
First sale—
Raised$0
Investors0
Minimum$250K
Offering506(b)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (17)
Fund
Gross assets
Minimum
Owners
Adviser
Peachtree Real Estate Fund III, L.P.
Delaware, United StatesReal estate fund
Gross assets$114M
Minimum$200K
Owners309
AdviserHomrich Berg
Peachtree Credit Opportunities Fund II, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$90.3M
Minimum$250K
Owners188
AdviserHomrich Berg
Peachtree Opportunity Fund V, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$54.9M
Minimum$250K
Owners124
AdviserHomrich Berg
Peachtree Opportunity Fund VI, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$52.7M
Minimum$250K
Owners128
AdviserHomrich Berg
2015 Opportunity Fund, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$50.5M
Minimum$250K
Owners114
AdviserHomrich Berg
2017 Opportunity Fund, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$44.6M
Minimum$250K
Owners87
AdviserHomrich Berg
Peachtree Opportunity Fund IV, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$41.9M
Minimum$250K
Owners129
AdviserHomrich Berg
Peachtree Real Estate Fund IV-A, L.P.
Delaware, United StatesReal estate fund
Gross assets$38.9M
Minimum$200K
Owners4
AdviserHomrich Berg
Peachtree Real Estate Fund IV, L.P.
Delaware, United StatesReal estate fund
Gross assets$38.9M
Minimum$200K
Owners6
AdviserHomrich Berg
Peachtree Credit Opportunities Fund III, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$33.2M
Minimum$250K
Owners73
AdviserHomrich Berg
Peachtree Real Estate Fund III-A, L.P.
Delaware, United StatesReal estate fund
Gross assets$28.6M
Minimum$200K
Owners108
AdviserHomrich Berg
Peachtree Credit Opportunities Fund, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$26.3M
Minimum$250K
Owners97
AdviserHomrich Berg
2008 Opportunity Fund, LP
Delaware, United StatesPrivate equity fund
Gross assets$26.1M
Minimum$300K
Owners105
AdviserHomrich Berg
Income Opportunity Fund II, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$18.2M
Minimum$300K
Owners105
AdviserHomrich Berg
Peachtree Real Estate Fund II, L.P.
Delaware, United StatesReal estate fund
Gross assets$12.6M
Minimum$200K
Owners101
AdviserHomrich Berg
2017 Real Estate Opportunity Fund, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$11.7M
Minimum$250K
Owners98
AdviserHomrich Berg
Peachtree Real Estate Fund II-A, L.P.
Delaware, United StatesReal estate fund
Gross assets$9.7M
Minimum$200K
Owners68
AdviserHomrich Berg
As reported in the adviser's Form ADV filed Dec 10, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures