Allocator Index · CRD 316731

HB WEALTH

Atlanta, GA · 404-264-1400 · linkedin.com/company/hbwealth/

SEC IAPD record ↗

Fit score

72

  • real_estate_fund+40
  • hnw>=500+22
  • hnw_majority+8
  • aum $10.0B-∞+2

HNW clients

3,169

Other individuals

1,639

HNW assets

$21.78B

Total AUM

$30.16B

Employees

325

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
PEACHTREE REAL ESTATE FUND III, L.P.Real Estate Fund$99.5M
PEACHTREE REAL ESTATE FUND IV, L.P.Real Estate Fund$46.7M
PEACHTREE REAL ESTATE FUND IV-A, L.P.Real Estate Fund$46.7M
PEACHTREE REAL ESTATE FUND III-A, L.P.Real Estate Fund$24.9M
PEACHTREE REAL ESTATE FUND II, L.P.Real Estate Fund$11.9M
PEACHTREE REAL ESTATE FUND II-A, L.P.Real Estate Fund$9.2M
HB WEALTH REAL ESTATE FUND, L.P.Real Estate Fund$0
PEACHTREE CREDIT OPPORTUNITIES FUND II, L.P.Private Equity Fund$93.8M
PEACHTREE OPPORTUNITY FUND VI, L.P.Private Equity Fund$69.6M
PEACHTREE OPPORTUNITY FUND V, L.P.Private Equity Fund$64.6M
PEACHTREE CREDIT OPPORTUNITIES FUND III, L.P.Private Equity Fund$59.8M
PEACHTREE OPPORTUNITY FUND IV, L.P.Private Equity Fund$43.8M
2015 OPPORTUNITY FUND, L.P.Private Equity Fund$41.1M
2017 OPPORTUNITY FUND, L.P.Private Equity Fund$39.3M
PEACHTREE OPPORTUNITY FUND VII, L.P.Private Equity Fund$28.9M
WMS PRIVATE EQUITY FUND I, LLCPrivate Equity Fund$28.5M
WMS PRIVATE INCOME FUND II, LLCPrivate Equity Fund$26.8M
WMS PRIVATE INCOME FUND III, LLCPrivate Equity Fund$26.5M
2008 OPPORTUNITY FUND, LPPrivate Equity Fund$24.6M
PEACHTREE ACORN FUND, L.P.Private Equity Fund$24.6M
PEACHTREE CREDIT OPPORTUNITIES FUND, L.P.Private Equity Fund$18.0M
INCOME OPPORTUNITY FUND II, L.P.Private Equity Fund$15.3M
WMS PRIVATE INCOME FUND I, LLCPrivate Equity Fund$15.1M
2017 REAL ESTATE OPPORTUNITY FUND, L.P.Private Equity Fund$1.1M